BlueLeaf

Blueleaf is a wealth management software platform for financial advisors and enterprise RIAs that combines a branded client portal, automated investment performance reporting, account aggregation across custodians and institutions, automated billing, and portfolio rebalancing into one system. Its data-access API lets partners pull householded account balances, holdings, and transactions without handling end-user banking credentials, and it operates an OAuth 2.0 / OpenID Connect identity provider at secure.blueleaf.com. Blueleaf is backed by 500 Global and Anthemis and was added to the API Evangelist network and enriched from its public developer, security, and OIDC discovery surfaces.

BlueLeaf is profiled on the APIs.io network. Tagged areas include Company, Wealth Management, Fintech, Financial Advisors, and Investment Reporting.

BlueLeaf’s developer surface includes documentation, pricing, support, engineering blog, authentication, and 13 more developer resources.

🌐 Visit website 📡 Source on GitHub

27.2/100 emerging ▬ flat Agent 14/100 human only Full breakdown ↓
scored 2026-07-27 · rubric v0.5

AccessSelf serve

0 APIs

CompanyWealth ManagementFintechFinancial AdvisorsInvestment ReportingAccount AggregationClient PortalOAuthOpenID Connect

Kin Score

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

Composite quality — 27.2/100 · emerging

Contract Quality 0.0 / 25

Developer Ergonomics 7.0 / 20

Commercial Clarity 12.1 / 20

Operational Transparency 1.4 / 13

Governance 0.0 / 12

Discoverability 6.8 / 10

Agent readiness — 14/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 15

MCP Server 0 / 12

Machine-Readable Auth 10 / 10

Idempotency 0 / 9

Stable Error Semantics 0 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 0 / 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/blueleaf: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

Scopes 1

OAuth scopes governing access to this provider's APIs.

Blueleaf Scopes

3 scopes · authorizationCode

3 scopes

SCOPES

Resources

Get Started 2

Portal, sign-up, and the first successful call

DeveloperPortal

DeveloperPortal

Login

Documentation 1

Reference material describing how the API behaves

Documentation

Documentation

Agent Surfaces 2

MCP servers, agent skills, and machine-readable catalogs

WellKnown

WellKnown

LLMsTxt

LLMsTxt

Design & Contract 1

Pagination, idempotency, versioning, errors, and events

Conformance

Conformance

Access & Security 6

Authentication, authorization, and security posture

Authentication

OAuthScopes

Compliance

Security

DomainSecurity

TrustCenter

Operate 1

Status, limits, changes, and where to get help

Support

Support

Commercial 3

Pricing, plans, and the legal terms of use

Pricing

Pricing

TermsOfService

TermsOfService

PrivacyPolicy

PrivacyPolicy

Company 2

The organization behind the API

Website

Website

Blog

Blog

Source (apis.yml)

aid: blueleaf
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://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/blueleaf.png
name: BlueLeaf
description: Blueleaf is a wealth management software platform for financial advisors and enterprise RIAs that combines a
  branded client portal, automated investment performance reporting, account aggregation across custodians and institutions,
  automated billing, and portfolio rebalancing into one system. Its data-access API lets partners pull householded account
  balances, holdings, and transactions without handling end-user banking credentials, and it operates an OAuth 2.0 / OpenID
  Connect identity provider at secure.blueleaf.com. Blueleaf is backed by 500 Global and Anthemis and was added to the API
  Evangelist network and enriched from its public developer, security, and OIDC discovery surfaces.
url: https://raw.githubusercontent.com/api-evangelist/blueleaf/refs/heads/main/apis.yml
x-type: company
x-source: vc-portfolio
x-backed-by:
- 500-global
- anthemis
x-tier: stub
x-tier-reason: portfolio-lead
specificationVersion: '0.20'
created: '2026-07-17'
modified: '2026-07-18'
tags:
- Company
- Wealth Management
- Fintech
- Financial Advisors
- Investment Reporting
- Account Aggregation
- Client Portal
- OAuth
- OpenID Connect
apis: []
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: Website
  url: https://blueleaf.com
- type: DeveloperPortal
  url: https://www.blueleaf.com/developer/
- type: Documentation
  url: https://www.blueleaf.com/developer/
- type: Pricing
  url: https://www.blueleaf.com/pricing/
- type: Login
  url: https://secure.blueleaf.com/sign_in
- type: Support
  url: https://support.blueleaf.com/
- type: Blog
  url: https://www.blueleaf.com/blog/
- type: TermsOfService
  url: https://www.blueleaf.com/terms-of-use/
- type: PrivacyPolicy
  url: https://www.blueleaf.com/privacy-policy/
- type: Authentication
  url: authentication/blueleaf-authentication.yml
- type: OAuthScopes
  url: scopes/blueleaf-scopes.yml
- type: WellKnown
  url: well-known/blueleaf-well-known.yml
- type: LLMsTxt
  url: llms/blueleaf-llms.txt
- type: Conformance
  url: conformance/blueleaf-conformance.yml
- type: Compliance
  url: https://www.blueleaf.com/security/
- type: Security
  url: https://www.blueleaf.com/security/
- type: DomainSecurity
  url: security/blueleaf-domain-security.yml
- type: TrustCenter
  url: security/blueleaf-trust-center.yml
x-enrichment:
  date: '2026-07-19'
  status: backfilled
  pass: local-v1
  note: backfilled from .gitignore signal + verified work evidence