Asset and Wealth Management

Where this market publishes its structure

• SEC Investment Adviser Public Disclosure compilation feed (reports.adviserinfo.sec.gov IA_FIRM_SEC_Feed_10_17_2026.xml.gz, Form ADV Part 1A) machine-readable, 24,011 advisers (16,967 registered + 268 pending, 6,776 ERA); Item 1.I websites; 130 providers linked; 163 held (VC profiles, out-of-market, subsidiaries); 401 name-check candidates
• Wealthbox integrations (wealthbox.com/wp-json/wp/v2/integrations) machine-readable, 173 listings, names only, builder not stated; Wikidata P856 bridge: 14 linked, 151 without an identity
• SEC state-registered adviser feed (IA_FIRM_STATE_Feed) machine-readable, not read: ~15,000 small state advisers, not API providers
• Orion ecosystem (orion.com/integrations) not machine-readable: marketing page, no partner list; /ecosystem 404
• Addepar integrations (addepar.com/integrations) not machine-readable: marketing page with logos; no register
• Envestnet integrations / partners not machine-readable: no partner list; /partners 404
• Black Diamond (SS&C Advent) integrations not machine-readable: connection refused
• Redtail integrations not machine-readable: featured cards only, not a register
• Altruist integrations not machine-readable: client-rendered; no names in the HTML
• Kitces AdvisorTech map not machine-readable: HTTP 403; an editorial map, not a register
• FINRA BrokerCheck not machine-readable: no public API

Own = declares at least one integration itself; covered = visible only because an aggregator, standards body, regulator or partner contract names it; distribution-only = listed only on cloud marketplaces it sells through, a channel reported beside, never counted as its own declared integrations; undeclared = nothing we can read, so no number; declares_compatibility = providers with a `compatible` shape vote, report only (kin, 2026-10-13): never counted as own, never in depth or position.

Taxonomy how this market maps onto apis.io

Derived 2026-10-18 from the 97 providers in this market we could resolve in the catalog. The percentage is the share of those providers carrying each one; it describes the market, not the tag or industry. Tag groups have no page of their own yet, so they are listed unlinked.

share of resolved cohort carrying it; tags >=0.20 & >=3 members (max 12, junk dropped), tag_groups >=0.20 (cooccurrence, non-cross-cutting; max 8), industries >=0.20 (max 6), areas >=0.10 (max 6; areas are keyword-matched and sparse), capabilities L1 >=0.20 (max 8); derive-market-taxonomy.py

Leaders by position (provisional)

Provisional: grouped by position, depth compared within a position only. Distribution (cloud marketplaces) and iPaaS bridges are counted beside position, never inside it. Unknown-builder listings are left out of position shares and counted here.

builds-on 1 · publishes apps on other platforms' stores

regulated 72 · named in a regulator's register or partners' contracts

long-tail 2 · reached only through iPaaS bridges

undeclared 22 · declares nothing we can read: no number