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

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
- 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