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 is listed with 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 8 more developer resources.

🌐 Visit website 📡 Profile data on GitHub

11.3/100 emerging ▬ flat Agent 1/100 human only Front door AI 1/6 silent Heartbeat 100/100 alive Full breakdown ↓
scored 2026-11-06 · rubric v0.27.0 · Show this score on your site →

AccessEnterprise

3 APIs

Finance Wealth Management Investment Banking Open Banking Financial Services Fortune 1000

Kin Score

Kin Score How this is scored →
scored 2026-11-06 · rubric v0.27.0

Composite quality — 11.3/100 · emerging

Contract Quality 2.3 / 21

Developer Ergonomics 2.0 / 17

Access Clarity 0.9 / 17

Operational Transparency 0.6 / 11

Contract Governance 0.0 / 10

Discoverability 5.3 / 9

Regulatory Posture 1.3 / 15

Agent readiness — 1/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 10

Documented Reversibility 0 / 6

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

Delegated User Identity 0 / 6

Protected Resource Metadata 0 / 5

Registration Without a Human 0 / 6

Agentic Commerce Well-Known Document 0 / 5

Pagination 5 / 5

Distinct Operations 3 / 3

MCP Tool Quality 6 / 6

Regulatory Posture applies to this provider. Its tags matched the Banking & Open Finance 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/.

Show this score on your site.

It updates itself when the score changes. Paste this where you link to your API docs:

<a href="https://apis.io/providers/stifel-financial/"><img src="https://apis.io/badge/stifel-financial/card.svg" alt="Stifel Financial on APIs.io — Kin Score by API Evangelist"></a>

Other styles, a README pill and a shields.io endpoint are on the badge page.

Raise your score.

Agent readiness — checks not met, largest first (exact, from this profile):

Machine-Readable Contract +18 pts — api_specs includes an OpenAPI document
MCP Server +12 pts — deployment.mode + probe verdict on the mcp/ manifest, not the pointer; an unprobed slug falls back to authorship
Agentic Access Contract +10 pts — agentic_access artifact present (x-agentic-access), graded by author
Machine-Readable Auth +10 pts — a served openid-configuration/oauth-authorization-server carrying `issuer` (served), else the securitySchemes class in the provider OpenAPIs — bound (mutualTLS, DPoP, Signature) > negotiable (oauth2 authorizationCode/clientCredentials, openIdConnect) > bearer (http bearer, apiKey)
Idempotency +9 pts — OpenAPI mutating operations declare an idempotency key — a header, a request-body property, or a named de-duplication token whose own description says so (verified); else common[].type matches /idempoten/i (documented)
Stable Error Semantics +8 pts — OpenAPI $refs a shared error schema across 4xx/5xx responses (verified), else common[].type includes ErrorCatalog / ErrorCodes / DeclineCodes

12 more unmet checks in the Agent Readiness table above.

Kin Score — facets with the most composite points still available (weight × headroom):

Contract Quality scores 10.7 — up to +22.3 composite points
Access Clarity scores 5.3 — up to +18.9 composite points
Developer Ergonomics scores 11.9 — up to +17.6 composite points

Each check links to what satisfies it. Publish the artifact, or tell us where it already lives, and the score moves on the next scoring run.

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 the provider profile at artifacts.apis.io/stifel-financial/apis.yml: open an issue on github.com/api-evangelist/stifel-financial to ask a question or point us at an artifact you publish. Submit an artifact on GitHub — free → Manage your own listing — the Influence plan, $499/mo →

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.

Stifel Financial API pricing

Not yet checked against Stifel Financial's own pricing page. Compiled by API Evangelist on 2026-05-05 from www.stifel.com; confirm before you rely on a figure.

Plan	Price
Contact Sales enterprise	—

Plan details, limits and sources →

Rate limits

Contract-Bound Limits: governed by negotiated institutional agreement varies

Compiled by API Evangelist, not yet checked against Stifel Financial's documentation. Rate-limit details →

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

Chen X. Na - Stifel Financial Corp.

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

Autonomy 2.0

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

Resources

Access & Security 1

Authentication, authorization, and security posture

DomainSecurity

DomainSecurity

Operate 1

Status, limits, changes, and where to get help

RateLimits

RateLimits

Commercial 2

Pricing, plans, and the legal terms of use

Plans

Plans

FinOps

FinOps

Company 3

The organization behind the API

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)

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
deliveryModel:
  model: unknown
  open_source: false
  commercial: false
  callable_host: false
  label: Delivery model not determined — needs a product licence on record
  confidence: low
  source:
  - none
  generated: '2026-08-28'
  method: derived
accessModel:
  pricing: enterprise
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Enterprise
  confidence: low
  source:
  - plans
  - security
  generated: '2026-11-06'
  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
tags_raw:
- Finance
- Wealth Management
- Investment Banking
- Open Banking
- Financial Services
- Fortune 1000
- Financial-Services
url: https://raw.githubusercontent.com/api-evangelist/stifel-financial/refs/heads/main/apis.yml
created: '2026-05-02'
modified: '2026-05-02'
specificationVersion: '0.23'
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
  tags_raw:
  - Wealth Management
  - Portfolio Management
  - Client Portal
  - Portfolio-Management
  properties:
  - type: Documentation
    url: https://www.stifel.com/Tracker/Support/Overview
common:
- type: Plans
  url: plans/stifel-financial-plans-pricing.yml
- type: RateLimits
  url: rate-limits/stifel-financial-rate-limits.yml
- type: FinOps
  url: finops/stifel-financial-finops.yml
- 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

Stifel Financial API — frequently asked questions

Does Stifel Financial have an API?

Yes. APIs.io lists 3 APIs from Stifel Financial, including Stifel Bank Finicity Integration, Stifel Bank Plaid Integration and Stifel Wealth Tracker.

How much does the Stifel Financial API cost?

APIs.io lists 1 pricing plan for Stifel Financial, with each plan's price, limits and inclusions under Pricing on this page.

Is the Stifel Financial API ready for AI agents?

Stifel Financial has a Kin Score of 11.3 out of 100 (emerging) and an Agent Readiness score of 0.6 (human-only), scored by API Evangelist on 2026-11-06.

Work with this as data

Every provider here is available over the APIs.io API and to AI agents over MCP.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

Tools for providers

9 MCP tools reach this

find_providersBrowse and filter every provider in the catalog.
get_provider_artifactsEvery artifact this provider publishes, grouped by type.
get_provider_operationsEvery operation across all of their OpenAPIs — one call instead of parsing every spec.
get_provider_toolsEvery MCP tool they ship, with the operation each wraps.
get_provider_evidenceHow each part of their score was established. Free — the basis for a claim should not sit behind it.
get_provider_ratingPRO — composite, band, trend and facet scores.
apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
resolveTurn a domain, URL or GitHub org into the provider it belongs to.
find_cohortsEvery scored population of providers in the catalog.

All 92 tools →

Call it yourself

curl for this page

This provider

curl "https://apis.io/api/v1/providers/stifel-financial"

All providers

curl "https://apis.io/api/v1/providers?limit=25"

Every operation they expose

curl "https://apis.io/api/v1/providers/stifel-financial/operations?limit=25"

How their score was established

curl "https://apis.io/api/v1/providers/stifel-financial/evidence"

Calls without X-API-Key need no key. Calls with it need a paid plan — get a key.

Get an API key

Free tier, no form to fill in. Signing in shares your email address with us — we store it to create your key and to recognise you if you sign in with another provider. See our Privacy Policy and Terms.

GitHub Google LinkedIn

A second provider on the same verified email joins the account you already have.