# Addepar

**Canonical:** https://apis.io/providers/addepar/  
**Website:** https://addepar.com  
**APIs profiled:** 1

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.

## Kin Score — 27.0 / 100 (thin)

Scored 2026-08-20 under rubric 0.12.0. Trend: flat (+0.0 from 27.0).

| Facet | Score |
|---|---|
| Discoverability | 75.9 |
| Contract Quality | 0.0 |
| Governance | 18.2 |
| Contract Governance | 18.2 |
| Operational Transparency | 23.7 |
| Developer Ergonomics | 26.2 |
| Commercial Clarity | 44.7 |
| Access Clarity | 44.7 |

## Agent readiness — 3.0 (human-only)

| Dimension | Value |
|---|---|
| Spec Presence | no |
| Agentic Access | no |
| Reversibility Documented | no |
| MCP Server | no |
| Auth Clarity | no |
| Idempotency | no |
| Error Semantics | no |
| OpenAPI Examples | no |
| Rate Limit Signal | documented |
| Event Surface Described | no |
| Agent Skills | no |
| Well Known Catalog | no |
| Consent Identity | no |
| Agent Card | no |
| Dry Run Mode | no |

## Access

Self-serve signup — onboarding: self-serve, pricing: unknown, trial: no (confidence: medium).

## APIs (1)

- **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)

- **Addepar MCP (candidate)**

## Security (3)

- **Addepar Authentication** — 2 schemes
- **Addepar Domain Security** — TLSv1.3 · HSTS · DMARC
- **Addepar Trust Center** — SOC 2 Type II, SOC 3

## Tags

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

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/addepar/). Scores are computed from the provider's own public artifacts under a published rubric.