Addepar

Addepar is a wealth-management technology and data platform for investment portfolio management, analysis, and reporting used by family offices, RIAs, private banks, and wealth managers. Its REST API follows the JSON:API specification (application/vnd.api+json) and exposes portfolio, transactions, positions, entities, groups, attributes, benchmarks, files, jobs, roles, teams, and users resources across Portfolio, Ownership Graph, and Admin workflows. Access is secured with HTTP Basic authentication (API key/secret plus an Addepar-Firm header) or an OAuth 2.0 authorization-code flow with granular scopes. Addepar was surfaced as a portfolio company of 8VC and Craft Ventures and enriched into the API Evangelist network.

Addepar publishes 1 API on the APIs.io network. Tagged areas include Company, Fintech, Wealth Management, Portfolio Management, and Investment Management.

Addepar’s developer surface includes documentation, API reference, getting-started guide, signup flow, engineering blog, and 10 more developer resources.

🌐 Visit website 📡 Source on GitHub

27.3/100 emerging ▬ flat Agent 11/100 human only Full breakdown ↓
scored 2026-07-27 · rubric v0.5

AccessSelf serve

1 APIs 1 MCP Servers

CompanyFintechWealth ManagementPortfolio ManagementInvestment ManagementFinancial DataJSON:APIREST

Kin Score

Kin Score How this is scored →
scored 2026-07-27 · rubric v0.5

Composite quality — 27.3/100 · emerging

Contract Quality 0.0 / 25

Developer Ergonomics 7.4 / 20

Commercial Clarity 10.0 / 20

Operational Transparency 0.7 / 13

Governance 0.0 / 12

Discoverability 9.3 / 10

Agent readiness — 11/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 15

MCP Server 0 / 12

Machine-Readable Auth 0 / 10

Idempotency 0 / 9

Stable Error Semantics 0 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 7 / 7

Typed Event Surface 0 / 6

Agent Skills 0 / 5

Well-Known Catalog 4 / 4

Consent & Bot Identity 0 / 3

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/addepar: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

APIs 1

Individual APIs this provider publishes, each with its own machine-readable definition.

Addepar API

JSON:API-based REST API for portfolio management, transactions, positions, the ownership graph (entities/groups), attributes, benchmarks, files, jobs, billing, reporting, and ad...

MCP Servers 1

Model Context Protocol servers that expose these APIs to AI agents.

addepar-mcp.yml

MCP SERVER

Rate Limits 1

Documented rate limits and quota policies.

Scopes 1

OAuth scopes governing access to this provider's APIs.

Addepar Scopes

OAuth 2.0 · no documented scopes

0 scopes

SCOPES

Resources

Get Started 3

Portal, sign-up, and the first successful call

DeveloperPortal

DeveloperPortal

GettingStarted

GettingStarted

SignUp

SignUp

Documentation 2

Reference material describing how the API behaves

Documentation

Documentation

APIReference

APIReference

Agent Surfaces 2

MCP servers, agent skills, and machine-readable catalogs

WellKnown

WellKnown

LLMsTxt

LLMsTxt

Build 1

SDKs, sample code, and the tooling you integrate with

GitHubOrganization

GitHubOrganization

Access & Security 3

Authentication, authorization, and security posture

Compliance

Compliance

TrustCenter

TrustCenter

DomainSecurity

DomainSecurity

Commercial 2

Pricing, plans, and the legal terms of use

TermsOfService

TermsOfService

PrivacyPolicy

PrivacyPolicy

Company 2

The organization behind the API

Website

Website

Blog

Blog

Source (apis.yml)

aid: addepar
name: Addepar
description: Addepar is a wealth-management technology and data platform for investment portfolio management, analysis, and
  reporting used by family offices, RIAs, private banks, and wealth managers. Its REST API follows the JSON:API specification
  (application/vnd.api+json) and exposes portfolio, transactions, positions, entities, groups, attributes, benchmarks, files,
  jobs, roles, teams, and users resources across Portfolio, Ownership Graph, and Admin workflows. Access is secured with HTTP
  Basic authentication (API key/secret plus an Addepar-Firm header) or an OAuth 2.0 authorization-code flow with granular
  scopes. Addepar was surfaced as a portfolio company of 8VC and Craft Ventures and enriched into the API Evangelist network.
url: https://raw.githubusercontent.com/api-evangelist/addepar/refs/heads/main/apis.yml
accessModel:
  pricing: unknown
  onboarding: self-serve
  trial: false
  try_now: false
  public: false
  label: Self-serve signup
  confidence: medium
  source:
  - authentication
  generated: '2026-07-22'
  method: derived
image: https://logo.clearbit.com/addepar.com
x-type: company
x-source: vc-portfolio
x-backed-by:
- 8vc
- craft-ventures
x-tier: profiled
x-tier-reason: enriched-from-developer-portal
specificationVersion: '0.20'
created: '2026-07-17'
modified: '2026-07-17'
tags:
- Company
- Fintech
- Wealth Management
- Portfolio Management
- Investment Management
- Financial Data
- JSON:API
- REST
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
apis:
- name: Addepar API
  description: JSON:API-based REST API for portfolio management, transactions, positions, the ownership graph (entities/groups),
    attributes, benchmarks, files, jobs, billing, reporting, and administration on the Addepar platform.
  humanURL: https://developers.addepar.com/
  baseURL: https://api.addepar.com/v1/
  tags:
  - Wealth Management
  - Portfolio Management
  - JSON:API
  properties:
  - type: Documentation
    url: https://developers.addepar.com/docs/welcome
  - type: APIReference
    url: https://developers.addepar.com/reference
  - type: Authentication
    url: authentication/addepar-authentication.yml
  - type: OAuthScopes
    url: scopes/addepar-scopes.yml
  - type: Conventions
    url: conventions/addepar-conventions.yml
  - type: ErrorCatalog
    url: errors/addepar-problem-types.yml
  - type: RateLimits
    url: rate-limits/addepar-rate-limits.yml
  - type: DataModel
    url: data-model/addepar-data-model.yml
  - type: Packages
    url: packages/addepar-packages.yml
  - type: Lifecycle
    url: lifecycle/addepar-lifecycle.yml
  - type: Deprecation
    url: lifecycle/addepar-lifecycle.yml
  - type: ChangeLog
    url: changelog/addepar-changelog.yml
  - type: Conformance
    url: conformance/addepar-conformance.yml
  - type: Sandbox
    url: sandbox/addepar-sandbox.yml
  - type: MCPServer
    url: mcp/addepar-mcp.yml
  - type: LLMsTxt
    url: llms/addepar-llms.txt
common:
- type: Website
  url: https://addepar.com
- type: DeveloperPortal
  url: https://developers.addepar.com/
- type: Documentation
  url: https://developers.addepar.com/docs/welcome
- type: APIReference
  url: https://developers.addepar.com/reference
- type: GettingStarted
  url: https://developers.addepar.com/docs/get-setup
- type: SignUp
  url: https://info.addepar.com/api-signup-list.html
- type: Blog
  url: https://addepar.com/blog
- type: GitHubOrganization
  url: https://github.com/Addepar
- type: TermsOfService
  url: https://developers.addepar.com/docs/terms-of-use
- type: PrivacyPolicy
  url: https://addepar.com/legal/privacy-policy
- type: Integrations
  url: https://addepar.com/integrations
- type: Compliance
  url: security/addepar-trust-center.yml
- type: TrustCenter
  url: security/addepar-trust-center.yml
- type: DomainSecurity
  url: security/addepar-domain-security.yml
- type: WellKnown
  url: well-known/addepar-well-known.yml
- type: LLMsTxt
  url: llms/addepar-llms.txt
x-enrichment:
  date: '2026-07-19'
  status: backfilled
  pass: local-v1
  note: backfilled from .gitignore signal + verified work evidence