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 is listed with 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 11 more developer resources.

🌐 Visit website 📡 Profile data on GitHub

37.0/100 thin ▬ flat Agent 8/100 agent aware Front door AI 5/6 prominent saas Full breakdown ↓
scored 2026-10-17 · rubric v0.24.0

AccessSelf serve

1 API

Company Fintech Wealth Management Portfolio Management Investment Management Financial Data JSON:API REST

Kin Score

Kin Score How this is scored →
scored 2026-10-17 · rubric v0.24.0

Composite quality — 37.0/100 · thin

Contract Quality 0.0 / 21

Developer Ergonomics 7.7 / 17

Access Clarity 7.6 / 17

Operational Transparency 5.2 / 11

Contract Governance 1.9 / 10

Discoverability 6.2 / 9

Regulatory Posture 5.6 / 15

Agent readiness — 8/100 · agent aware

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 10

Documented Reversibility 0 / 6

MCP Server 0 / 12

Machine-Readable Auth 10 / 10

Idempotency 0 / 9

Stable Error Semantics 8 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 7 / 7

Typed Event Surface 0 / 6

Agent Skills 0 / 5

Well-Known Catalog 0 / 4

Consent & Bot Identity 0 / 3

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 0 / 4

Delegated User Identity 0 / 6

Protected Resource Metadata 0 / 5

Registration Without a Human 0 / 6

Agentic Commerce Well-Known Document 0 / 5

Regulatory Posture applies to this provider. Its tags matched the Horizontal (data, software, accessibility, platform) regime, so Regulatory Posture carries 15 points of the composite. If this regime is wrong for your business, say so on your provider repo — the applicability map is public and we will correct it.

Create-or-Update Ergonomics could not be measured. We hold no machine-readable contract for this provider to read, so there is nothing to measure a write surface against. Excluded rather than scored zero: never-measured and measured-empty are different facts. Publishing an OpenAPI is what makes this facet — and several others — scorable at all.

The six quality facets above are damped to 85 points between them, because the conditional facet above carries the other 15. That is why each facet's contribution is shown against a damped maximum: raising a quality facet moves the composite by 85% of its nominal weight, not 100%. The full arithmetic is at apis.io/rating/.

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. Every facet and dimension name above is a link: it opens that measurement's own page — what it means, the exact checks that feed it, how the whole catalog distributes on it, and the providers at the top of it. 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. Submit an artifact on GitHub — free → Manage your own listing — the Influence plan, $499/mo →

Markets this provider is in provisional

The Kin Score Market layer reads a provider inside its market: its position, and how deep its integrations go. Depth is only comparable within a position. Provisional and unweighted: not part of the Kin Score or agent readiness.

Market	Position	Depth	Registered MCP server	Declares compatibility
Asset and Wealth Management	undeclared	-	-	-

Registered MCP server and declares compatibility are report only — not weighted. Undeclared means we found nothing we can read, so there is no number: we never infer integrations.

Standards implemented 2

Standards this provider implements or carries. De facto ones are profiled and measured by the API Commons; formal ones come from the standards directory and are linked by the provider's own tags. The evidence column says how each claim was established — not that it was made.

JSON:API

tagged — the provider's own APIs.json carries the standard as a tag; implementation not verified

REST

tagged — the provider's own APIs.json carries the standard as a tag; implementation not verified

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...

Rate Limits 1

Documented rate limits and quota policies.

Addepar Rate Limits

2 limits

RATE LIMITS

Security Posture 3

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Addepar Authentication

2 schemes

SECURITY

Addepar Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Addepar Trust Center

SOC 2 Type II, SOC 3

SECURITY

Scopes 1

OAuth scopes governing access to this provider's APIs.

Addepar Scopes

22 scopes · authorizationCode

22 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

Operate 1

Status, limits, changes, and where to get help

RateLimits

RateLimits

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
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: false
  label: Hosted service · you call their endpoint
  confidence: medium
  source:
  - pricing
  generated: '2026-08-28'
  method: derived
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: '0.23'
created: '2026-07-17'
modified: '2026-07-17'
x-docs-platform: readme
x-docs-platform-confidence: high
x-docs-platform-checked: 2026-09-17
tags:
- Company
- Fintech
- Wealth Management
- Portfolio Management
- Investment Management
- Financial Data
- JSON:API
- REST
tags_raw:
- Company
- Fintech
- Wealth Management
- Portfolio Management
- Investment Management
- Financial Data
- JSON:API
- REST
- Portfolio-Management
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
  tags_raw:
  - Wealth Management
  - Portfolio Management
  - JSON:API
  - Portfolio-Management
  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: X-MCPServerCandidate
    url: mcp/addepar-mcp.yml
    note: 'Renamed from MCPServer 2026-09-03 (roadmap#247): the manifest self-describes as status: candidate — a tool list
      derived from the published API contracts, not an existing server. The scorer already read the manifest and reported
      mcp_server correctly; the MCPServer type was crediting the artifact-type surfaces with a server that does not exist.'
  - type: LLMsTxt
    url: llms/addepar-llms.txt
common:
- type: RateLimits
  url: rate-limits/addepar-rate-limits.yml
- 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

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