FundGuard

FundGuard is an AI-powered, cloud-native investment accounting operating system for asset managers, asset owners, custodian banks and fund administrators. A single real-time accounting engine acts as the core system of record across Fund Accounting/ABOR, Investment Accounting/IBOR and Private Markets portfolio accounting, supporting mutual funds, ETFs, hedge funds, insurance products and pension funds with multi-book views (ABOR, IBOR, GAAP, tax, performance, currency and custom), shadow and contingent NAV, reconciliation, Report Studio and AI-driven anomaly detection with suggested resolutions. Founded 2018, headquartered in New York with offices in Dedham MA, Tel Aviv and London; backed by Citi, State Street, Key1 Capital, Blumberg Capital, Euclidean Capital, Hamilton Lane, LionBird and Team8, and running on AWS and Microsoft Azure. The platform is marketed as API-first for front- and middle-office integration with portfolio management systems, custodians, administrators and data providers, but as of this pass FundGuard publishes no public developer portal, API reference or machine-readable API contract — the customer knowledge base at kb.fundguard.com is behind a login and the product runs on per-tenant hosts.

FundGuard publishes 1 API on the APIs.io network. Tagged areas include investment-accounting, Fund Accounting, ibor, abor, and NAV.

FundGuard’s developer surface includes documentation, support, engineering blog, signup flow, YouTube channel, authentication, and 19 more developer resources.

🌐 Visit website 📡 Source on GitHub

27.3/100 thin ▬ flat Agent 17/100 agent aware Front door AI 4/6 moderate saas Full breakdown ↓
scored 2026-10-04 · rubric v0.23.0

AccessSelf serve

1 API 1 MCP Servers

investment-accountingFund AccountingiboraborNAV Asset Managementportfolio-accountingPrivate Markets Financial Services Fintech Software-as-a-Service Artificial Intelligence MCP

Kin Score

Kin Score How this is scored →
scored 2026-10-04 · rubric v0.23.0

Composite quality — 27.3/100 · thin

Contract Quality 0.0 / 21

Developer Ergonomics 4.9 / 17

Access Clarity 7.2 / 17

Operational Transparency 0.3 / 11

Contract Governance 1.9 / 10

Discoverability 6.4 / 9

Regulatory Posture 5.5 / 15

Agent readiness — 17/100 · agent aware

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 10

Documented Reversibility 0 / 6

MCP Server 12 / 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 0 / 4

Consent & Bot Identity 0 / 3

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 0 / 4

Delegated User Identity 6 / 6

Protected Resource Metadata 5 / 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/fundguard: 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 →

APIs 1

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

FundGuard Website MCP Server

A Model Context Protocol server served from FundGuard's own corporate web host via the WordPress MCP adapter, advertised through RFC 8414 OAuth authorization-server metadata and...

MCP Servers 1

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

FundGuard MCP Server

Remote MCP server at www.fundguard.com over HTTP.

MCP SERVER

Security Posture 2

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

Fundguard Authentication

oauth2 · 1 scheme

SECURITY

Fundguard Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Scopes 1

OAuth scopes governing access to this provider's APIs.

Fundguard Scopes

1 scope · authorizationCode

1 scopes

SCOPES

Resources

Get Started 1

Portal, sign-up, and the first successful call

SignUp

SignUp

Documentation 1

Reference material describing how the API behaves

Documentation

Documentation

Agent Surfaces 3

MCP servers, agent skills, and machine-readable catalogs

WellKnown

WellKnown

MCPServer

MCPServer

LLMsTxt

LLMsTxt

Design & Contract 2

Pagination, idempotency, versioning, errors, and events

Conformance

Conformance

Lifecycle

Lifecycle

Build 1

SDKs, sample code, and the tooling you integrate with

GitHubOrganization

GitHubOrganization

Access & Security 4

Authentication, authorization, and security posture

DomainSecurity

Compliance

Authentication

OAuthScopes

Learn 1

Tutorials, courses, talks, and written guidance

YouTube

YouTube

Operate 2

Status, limits, changes, and where to get help

Support

Support

HelpCenter

HelpCenter

Commercial 2

Pricing, plans, and the legal terms of use

TermsOfService

TermsOfService

PrivacyPolicy

PrivacyPolicy

Company 6

The organization behind the API

Website

Website

Blog

Blog

BlogRSS

BlogRSS

LinkedIn

Twitter

Twitter

Careers

Careers

Other 2

Properties that don't map to a standard resource type

CookiePolicy

CookiePolicy

MediaKit

MediaKit

Source (apis.yml)

aid: fundguard
name: FundGuard
description: FundGuard is an AI-powered, cloud-native investment accounting operating system for asset managers, asset owners,
  custodian banks and fund administrators. A single real-time accounting engine acts as the core system of record across Fund
  Accounting/ABOR, Investment Accounting/IBOR and Private Markets portfolio accounting, supporting mutual funds, ETFs, hedge
  funds, insurance products and pension funds with multi-book views (ABOR, IBOR, GAAP, tax, performance, currency and custom),
  shadow and contingent NAV, reconciliation, Report Studio and AI-driven anomaly detection with suggested resolutions. Founded
  2018, headquartered in New York with offices in Dedham MA, Tel Aviv and London; backed by Citi, State Street, Key1 Capital,
  Blumberg Capital, Euclidean Capital, Hamilton Lane, LionBird and Team8, and running on AWS and Microsoft Azure. The platform
  is marketed as API-first for front- and middle-office integration with portfolio management systems, custodians, administrators
  and data providers, but as of this pass FundGuard publishes no public developer portal, API reference or machine-readable
  API contract — the customer knowledge base at kb.fundguard.com is behind a login and the product runs on per-tenant hosts.
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
  - scopes
  - security
  generated: '2026-09-02'
  method: derived
image: https://www.fundguard.com/wp-content/uploads/2020/08/fundguard-logo-cropped.svg
url: https://raw.githubusercontent.com/api-evangelist/fundguard/refs/heads/main/apis.yml
x-type: company
x-source: harvest:secondary-market
specificationVersion: '0.23'
created: '2026-08-01'
modified: '2026-08-01'
tags:
- investment-accounting
- Fund Accounting
- ibor
- abor
- NAV
- Asset Management
- portfolio-accounting
- Private Markets
- Financial Services
- Fintech
- Software-as-a-Service
- Artificial Intelligence
- MCP
tags_raw:
- investment-accounting
- fund-accounting
- ibor
- abor
- nav
- asset-management
- portfolio-accounting
- private-markets
- financial-services
- fintech
- saas
- artificial-intelligence
- mcp
- Financial-Services
apis:
- name: FundGuard Website MCP Server
  description: A Model Context Protocol server served from FundGuard's own corporate web host via the WordPress MCP adapter,
    advertised through RFC 8414 OAuth authorization-server metadata and RFC 9728 protected-resource metadata at www.fundguard.com.
    Authorization is OAuth 2.1 authorization_code with PKCE (S256), public clients via client-id metadata documents, and a
    single `mcp` scope. tools/list returned HTTP 401 anonymously on 2026-08-01, so the tool set and input schemas require
    an authenticated introspection. This is the corporate/marketing site surface — it is NOT the FundGuard investment accounting
    platform API, which is not publicly documented.
  humanURL: https://www.fundguard.com/
  baseURL: https://www.fundguard.com/wp-json/mcp/mcp-oauth-server
  tags:
  - MCP
  - Agent-Native
  - Authentication
  tags_raw:
  - mcp
  - agent-native
  - oauth2
  properties:
  - type: MCPServer
    url: mcp/fundguard-mcp.yml
  - type: WellKnown
    url: well-known/fundguard-well-known.yml
  - type: Authentication
    url: authentication/fundguard-authentication.yml
  - type: OAuthScopes
    url: scopes/fundguard-scopes.yml
  x-surface: platform-generated
  x-platform: wordpress
  x-platform-surface: mcp-plugin
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: DomainSecurity
  url: security/fundguard-domain-security.yml
- type: Website
  url: https://www.fundguard.com/
- type: Documentation
  url: https://www.fundguard.com/product/
- type: Support
  url: https://www.fundguard.com/contact-us/
- type: HelpCenter
  url: https://kb.fundguard.com/knowledge
- type: Blog
  url: https://www.fundguard.com/news/
- type: BlogRSS
  url: https://www.fundguard.com/feed/
- type: GitHubOrganization
  url: https://github.com/FundGuard
- type: SignUp
  url: https://www.fundguard.com/request-a-demo/
- type: TermsOfService
  url: https://www.fundguard.com/terms-of-use/
- type: PrivacyPolicy
  url: https://www.fundguard.com/privacy/
- type: CookiePolicy
  url: https://www.fundguard.com/cookie-policy/
- type: Compliance
  url: https://www.fundguard.com/digital-operational-resilience-act/
- type: LinkedIn
  url: https://www.linkedin.com/company/fundguard/
- type: Twitter
  url: https://twitter.com/FundGuard
- type: YouTube
  url: https://www.youtube.com/@FundGuardInsights
- type: Careers
  url: https://www.fundguard.com/careers/
- type: MediaKit
  url: https://www.fundguard.com/media-kit/
- type: WellKnown
  url: well-known/fundguard-well-known.yml
- type: MCPServer
  url: mcp/fundguard-mcp.yml
- type: Authentication
  url: authentication/fundguard-authentication.yml
- type: OAuthScopes
  url: scopes/fundguard-scopes.yml
- type: Conformance
  url: conformance/fundguard-conformance.yml
- type: Lifecycle
  url: lifecycle/fundguard-lifecycle.yml
- type: LLMsTxt
  url: llms/fundguard-llms.txt
x-secondary-market: https://forgeglobal.com/fundguard_stock/
x-contract-discovery:
  date: '2026-08-01'
  result: no-public-machine-readable-contract
  openapi: probed /openapi.json, /openapi.yaml, /swagger.json, /v1/openapi.json, /api/openapi.json, /swagger/v1/swagger.json,
    /api-docs, /docs, /redoc on www.fundguard.com, kb.fundguard.com and platform.fundguard.com - all 404 or unresolvable
  graphql: no /graphql surface found on any resolving host
  asyncapi: no event, streaming or webhook documentation published
  mcp: found - https://www.fundguard.com/wp-json/mcp/mcp-oauth-server (WordPress MCP adapter, OAuth-gated, tools/list 401
    anonymously)
  a2a: /.well-known/agent-card.json and /.well-known/agent.json returned 404 on every host
  hosts_enumerated_via: crt.sh certificate transparency (55 names) + DNS + sitemap
x-enrichment:
  date: '2026-08-01'
  status: enriched
  artifacts_added: 10
  pass: local-v1

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