Stifel Financial website screenshot

Stifel Financial

Stifel Financial is a financial services holding company whose subsidiaries provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, corporations, and government entities. Stifel bank accounts are accessible via open banking data aggregators including Plaid and Finicity (Mastercard) for third-party financial applications.

Stifel Financial publishes 3 APIs on the APIs.io network. Tagged areas include Finance, Wealth Management, Investment Banking, Open Banking, and Financial Services.

The Stifel Financial catalog on APIs.io includes 1 JSON-LD context.

Stifel Financial’s developer surface includes engineering blog and 5 more developer resources.

🌐 Visit website 📡 Source on GitHub
18.0/100 emerging ▬ flat Agent 3/100 human only Full breakdown ↓
scored 2026-07-28 · rubric v0.6
AccessEnterprise
3 APIs
FinanceWealth ManagementInvestment BankingOpen BankingFinancial ServicesFortune 1000

Kin Score

Kin Score Kin Score How this is scored →
scored 2026-07-28 · rubric v0.6
Composite quality — 18.0/100 · emerging
Contract Quality 3.2 / 25
Developer Ergonomics 0.4 / 20
Commercial Clarity 5.8 / 20
Operational Transparency 2.7 / 13
Governance 0.0 / 12
Discoverability 6.5 / 10
Agent readiness — 3/100 · human only
Machine-Readable Contract 0 / 18
Agentic Access Contract 0 / 10
MCP Server 0 / 12
Machine-Readable Auth 0 / 10
Idempotency 0 / 9
Stable Error Semantics 0 / 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
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/stifel-financial: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

APIs 3

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

Stifel Bank Finicity Integration

Stifel Bank account data accessible via Finicity (Mastercard) open banking aggregation API, enabling third-party applications to retrieve account balances, transaction history, ...

Stifel Bank Plaid Integration

Stifel Trust Company account data accessible via Plaid open banking aggregation API, enabling third-party applications to access financial account data through standardized conn...

Stifel Wealth Tracker

Stifel Wealth Tracker is a client-facing portfolio management portal enabling investors to monitor account performance, holdings, and financial activity online.

Pricing Plans 1

Published pricing tiers and plan structures.

Stifel Financial Plans Pricing

1 plans

PLANS

Rate Limits 1

Documented rate limits and quota policies.

Stifel Financial Rate Limits

1 limits

RATE LIMITS

FinOps 1

Cost, billing, and metering signals for API financial operations.

Stifel Financial Finops

FINOPS

Semantic Vocabularies 1

JSON-LD contexts and semantic vocabularies used across these APIs.

Stifel Financial Context

13 classes · 0 properties

JSON-LD

Security Posture 1

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

Stifel Financial Domain Security

TLSv1.3 · HSTS · DNSSEC · DMARC

SECURITY

Press 5

Recent news and press coverage referencing this provider.

2025 Annual Report

2026-05-25

Chen X. Na - Stifel Financial Corp.

2026-05-25

Schwab, Raymond James, Stifel drop as AI stirs concerns ...

2026-05-25

Autonomy 2.0

2026-05-25

Stifel CEO 'not comfortable' with AI replacing advisor ...

2026-05-25

Resources

Access & Security 1

Authentication, authorization, and security posture

DomainSecurity
DomainSecurity

Company 3

The organization behind the API

LinkedIn
LinkedIn
 Website
Website
 Blog
Blog

Other 2

Properties that don't map to a standard resource type

Technology
Technology
 Open Banking Tracker
Open Banking Tracker

Source (apis.yml)

apis.yml Raw ↑ 
aid: stifel-financial
name: Stifel Financial
description: Stifel Financial is a financial services holding company whose subsidiaries provide securities brokerage, investment
  banking, trading, investment advisory, and related financial services to individual investors, corporations, and government
  entities. Stifel bank accounts are accessible via open banking data aggregators including Plaid and Finicity (Mastercard)
  for third-party financial applications.
type: Index
accessModel:
  pricing: enterprise
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Enterprise
  confidence: medium
  source:
  - plans
  generated: '2026-07-22'
  method: derived
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/stifel-financial.png
tags:
- Finance
- Wealth Management
- Investment Banking
- Open Banking
- Financial Services
- Fortune 1000
url: https://raw.githubusercontent.com/api-evangelist/stifel-financial/refs/heads/main/apis.yml
created: '2026-05-02'
modified: '2026-05-02'
specificationVersion: '0.19'
apis:
- aid: stifel-financial:stifel-bank-finicity
  name: Stifel Bank Finicity Integration
  description: Stifel Bank account data accessible via Finicity (Mastercard) open banking aggregation API, enabling third-party
    applications to retrieve account balances, transaction history, and investment portfolio data.
  humanURL: https://fintable.io/coverage/banks/United%20States/4445_stifel
  tags:
  - Open Banking
  - Financial Data
  - Account Aggregation
  - Finicity
  properties:
  - type: Documentation
    url: https://developer.mastercard.com/open-banking-us/documentation/
- aid: stifel-financial:stifel-bank-plaid
  name: Stifel Bank Plaid Integration
  description: Stifel Trust Company account data accessible via Plaid open banking aggregation API, enabling third-party applications
    to access financial account data through standardized connectivity.
  humanURL: https://fintable.io/coverage/banks/United%20States/31584_stifel-trust-company-client-point
  tags:
  - Open Banking
  - Financial Data
  - Account Aggregation
  - Plaid
  properties:
  - type: Documentation
    url: https://plaid.com/docs/
- aid: stifel-financial:stifel-wealth-tracker
  name: Stifel Wealth Tracker
  description: Stifel Wealth Tracker is a client-facing portfolio management portal enabling investors to monitor account
    performance, holdings, and financial activity online.
  humanURL: https://www.stifel.com/Tracker/Support/Overview
  tags:
  - Wealth Management
  - Portfolio Management
  - Client Portal
  properties:
  - type: Documentation
    url: https://www.stifel.com/Tracker/Support/Overview
common:
- type: DomainSecurity
  url: security/stifel-financial-domain-security.yml
- type: LinkedIn
  url: https://www.linkedin.com/company/stifel-financial
- type: Website
  url: https://www.stifel.com
- type: Technology
  url: https://www.choosestifel.com/technology/
- type: Open Banking Tracker
  url: https://www.openbankingtracker.com/provider/stifel-bank-personal/apis
- type: Blog
  url: https://www.stifel.com/rss/headlines
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com