Wealth.com

Wealth.com Advisor API

The Advisor API connects advisor applications to Wealth.com, exposing client, asset, document, contact, quiz, AI-notes, client-group and top-account resources over JSON HTTPS, with OAuth2 (authorization code + PKCE) authentication and a real-time webhook surface. A v2 revision is available alongside v1.

GitHub

Documentation

📖
Documentation
https://developer.wealth.com/advisor
📖
APIReference
https://developer.wealth.com/advisor
📖
Authentication
https://raw.githubusercontent.com/api-evangelist/wealthcom/refs/heads/main/authentication/wealthcom-authentication.yml

Other Resources

🔗
OAuthScopes
https://raw.githubusercontent.com/api-evangelist/wealthcom/refs/heads/main/scopes/wealthcom-scopes.yml
🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/wealthcom/refs/heads/main/asyncapi/wealthcom-webhooks.yml
🔗
Conventions
https://raw.githubusercontent.com/api-evangelist/wealthcom/refs/heads/main/conventions/wealthcom-conventions.yml
🔗
ErrorCatalog
https://raw.githubusercontent.com/api-evangelist/wealthcom/refs/heads/main/errors/wealthcom-problem-types.yml
🔗
DataModel
https://raw.githubusercontent.com/api-evangelist/wealthcom/refs/heads/main/data-model/wealthcom-data-model.yml
🔗
APIsJSON
https://raw.githubusercontent.com/api-evangelist/wealthcom/refs/heads/main/apis.yml

Work with this as data

Every API here is available over the APIs.io API and to AI agents over MCP.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

Tools for apis

7 MCP tools reach this
  • find_apisBrowse and filter every API in the catalog.
  • get_api_artifactsOne API's artifacts, grouped by type.
  • get_openapiThe primary OpenAPI for this API.
  • find_similar_apisAPIs that look like this one.
  • apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
  • resolveTurn a domain, URL or GitHub org into the provider it belongs to.
  • find_cohortsEvery scored population of providers in the catalog.
All 92 tools →

Call it yourself

curl for this page
This API 
curl "https://apis.io/api/v1/apis/wealthcom-advisor-api"
All apis 
curl "https://apis.io/api/v1/apis?limit=25"

Discovery needs no key. Ratings and market analysis are Pro.

Get an API key

Free tier, no form to fill in. Signing in shares your email address with us — we store it to create your key and to recognise you if you sign in with another provider. See our Privacy Policy and Terms.

GitHub Google LinkedIn

A second provider on the same verified email joins the account you already have.

API entry from apis.yml

apis.yml Raw ↑ 
name: Wealth.com Advisor API
description: The Advisor API connects advisor applications to Wealth.com, exposing client, asset, document,
  contact, quiz, AI-notes, client-group and top-account resources over JSON HTTPS, with OAuth2 (authorization
  code + PKCE) authentication and a real-time webhook surface. A v2 revision is available alongside v1.
humanURL: https://developer.wealth.com/advisor
baseURL: https://advisor-api.wealth.com/v1
tags:
- Advisor API
- Estate Planning
- Webhook
tags_raw:
- Advisor API
- Estate Planning
- Webhooks
properties:
- type: Documentation
  url: https://developer.wealth.com/advisor
- type: APIReference
  url: https://developer.wealth.com/advisor
- type: Authentication
  url: authentication/wealthcom-authentication.yml
- type: OAuthScopes
  url: scopes/wealthcom-scopes.yml
- type: Webhooks
  url: asyncapi/wealthcom-webhooks.yml
- type: Conventions
  url: conventions/wealthcom-conventions.yml
- type: ErrorCatalog
  url: errors/wealthcom-problem-types.yml
- type: DataModel
  url: data-model/wealthcom-data-model.yml