# BlueLeaf

**Canonical:** https://apis.io/providers/blueleaf/  
**Website:** https://blueleaf.com  
**APIs profiled:** 0

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.

## Kin Score — 28.8 / 100 (thin)

Scored 2026-08-20 under rubric 0.12.0. Trend: flat (+0.0 from 28.8).

| Facet | Score |
|---|---|
| Discoverability | 68.5 |
| Contract Quality | 0.0 |
| Governance | 18.2 |
| Contract Governance | 18.2 |
| Operational Transparency | 10.5 |
| Developer Ergonomics | 38.1 |
| Commercial Clarity | 53.9 |
| Access Clarity | 53.9 |

## Agent readiness — 8.5 (agent-aware)

| Dimension | Value |
|---|---|
| Spec Presence | no |
| Agentic Access | no |
| Reversibility Documented | no |
| MCP Server | no |
| Auth Clarity | yes |
| Idempotency | no |
| Error Semantics | no |
| OpenAPI Examples | no |
| Rate Limit Signal | no |
| 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).

## Security (3)

- **Blueleaf Authentication** — oauth2/openIdConnect · 2 schemes
- **Blueleaf Domain Security** — TLSv1.3 · DMARC
- **Blueleaf Trust Center** — SOC 2, ISO 27001

## Tags

Company, Wealth Management, Fintech, Financial Advisors, Investment Reporting, Account Aggregation, Client Portal, Authentication, OpenID Connect

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