Wealth-X Dossiers API

Retrieve individual and company wealth-intelligence dossiers.

OpenAPI Specification

wealth-x-dossiers-api-openapi.yml Raw ↑
openapi: 3.0.3
info:
  title: Wealth-X Connect Dossiers API
  version: v1
  description: The Wealth-X Connect API delivers Wealth-X wealth-intelligence data — curated dossiers on ultra-high-net-worth (UHNW) and very-high-net-worth (VHNW) individuals and their privately held companies — directly into a subscriber's CRM or data platform. It exposes single- and bulk-dossier retrieval, an advanced dossier search (by name, company, geography, net worth, industry, interests, education, philanthropy and relationships) and reference-data lookups (countries, states, industry types, positions). This specification was generated faithfully from the provider's published Postman collection; endpoints, parameters and the authentication model are taken verbatim from that collection. No response schemas are published by the provider, so response bodies are described generically.
  contact:
    name: Wealth-X Developer Support
    url: https://developers.wealthx.com/api/main.html
  x-apisjson-source: https://developers.wealthx.com/api/Wealth-X%20API%20Samples.postman_collection.json
  x-provenance: generated from the published Wealth-X API Samples Postman collection
servers:
- url: https://connect.wealthx.com/rest/v1
  description: Wealth-X Connect production API
security:
- wealthxUsername: []
  wealthxPassword: []
  wealthxApiKey: []
tags:
- name: Dossiers
  description: Retrieve individual and company wealth-intelligence dossiers.
paths:
  /dossiers/{dossierId}:
    get:
      operationId: getDossier
      tags:
      - Dossiers
      summary: Get a single dossier
      description: Retrieve a single Wealth-X dossier by its numeric dossier ID. The response can be shaped with the view parameter (stub vs selective) and narrowed to specific fields.
      parameters:
      - name: dossierId
        in: path
        required: true
        description: Numeric identifier of the dossier.
        schema:
          type: integer
      - name: view
        in: query
        required: false
        description: Shape of the returned record.
        schema:
          type: string
          enum:
          - stub
          - selective
      - name: fields
        in: query
        required: false
        description: Comma-separated list of fields to return when view=selective (e.g. netWorth, knownAssociates).
        schema:
          type: string
      responses:
        '200':
          description: The requested dossier.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Dossier'
        '401':
          description: Missing or invalid authentication headers.
        '404':
          description: No dossier exists for the supplied ID.
  /alldossiers:
    get:
      operationId: getAllDossiers
      tags:
      - Dossiers
      summary: Bulk-download dossiers
      description: Bulk retrieval of dossiers, selectable by explicit dossier IDs, by index/batch ranges, by net-worth band, or by last-modified window for incremental synchronisation.
      parameters:
      - name: dossierIds
        in: query
        description: Comma-separated list of dossier IDs to download.
        schema:
          type: string
      - name: dossierType
        in: query
        description: Type of dossier (e.g. person, company).
        schema:
          type: string
      - name: view
        in: query
        description: Shape of the returned records (stub / selective).
        schema:
          type: string
      - name: fields
        in: query
        description: Comma-separated list of fields to return.
        schema:
          type: string
      - name: fromIndex
        in: query
        description: Start index for batch/pagination retrieval.
        schema:
          type: integer
      - name: toIndex
        in: query
        description: End index for batch retrieval.
        schema:
          type: integer
      - name: size
        in: query
        description: Page size for pagination retrieval.
        schema:
          type: integer
      - name: networthMin
        in: query
        description: Minimum net worth filter.
        schema:
          type: number
      - name: networthMax
        in: query
        description: Maximum net worth filter.
        schema:
          type: number
      - name: lastModifiedFrom
        in: query
        description: Return dossiers modified on or after this date.
        schema:
          type: string
          format: date
      - name: lastModifiedTo
        in: query
        description: Return dossiers modified on or before this date.
        schema:
          type: string
          format: date
      - name: idOnly
        in: query
        description: Return only dossier IDs rather than full records.
        schema:
          type: boolean
      responses:
        '200':
          description: A collection of dossiers (or IDs when idOnly=true).
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Dossier'
        '401':
          description: Missing or invalid authentication headers.
components:
  schemas:
    Dossier:
      type: object
      description: A Wealth-X wealth-intelligence record on an individual or privately held company. Field set varies by view and subscription; only fields observed in the published collection are named here.
      properties:
        dossierId:
          type: integer
        dossierType:
          type: string
          description: person or company.
        netWorth:
          type: number
        knownAssociates:
          type: array
          items:
            type: object
      additionalProperties: true
  securitySchemes:
    wealthxUsername:
      type: apiKey
      in: header
      name: username
      description: Wealth-X account username, supplied as a request header.
    wealthxPassword:
      type: apiKey
      in: header
      name: password
      description: Wealth-X account password, supplied as a request header.
    wealthxApiKey:
      type: apiKey
      in: header
      name: apikey
      description: Wealth-X API key, supplied as a request header.