Wealth.com

Wealth.com is the industry-leading estate and tax planning platform for financial advisors, unifying estate document creation, tax intelligence, and its proprietary Ester AI assistant to help advisors deliver sophisticated planning at scale. For developers, Wealth.com publishes an Advisor API (OAuth2, JSON over HTTPS) that connects advisor applications to the platform for managing clients, assets, documents, contacts, quizzes, and AI notes, plus a webhook surface for real-time events and an Onboarding API for partner-referred client onboarding. A separate SFTP interface supports bulk data exchange. The company is backed by GV (Google Ventures) and integrates with Salesforce, Orion, Redtail, Wealthbox, Addepar, eMoney, and other advisor tools.

Wealth.com publishes 1 API on the APIs.io network. Tagged areas include Company, Enterprise, Estate Planning, Tax Planning, and Wealth Management.

The Wealth.com catalog on APIs.io includes 1 event-driven AsyncAPI specification.

Wealth.com’s developer surface includes documentation, API reference, getting-started guide, authentication, pricing, signup flow, support, and 20 more developer resources.

🌐 Visit website 📡 Source on GitHub

40.5/100 thin ▬ flat Agent 34/100 agent aware Full breakdown ↓
scored 2026-07-27 · rubric v0.5

AccessSelf serve

1 APIs

CompanyEnterpriseEstate PlanningTax PlanningWealth ManagementFinancial AdvisorsFintechArtificial Intelligence

Kin Score

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

Composite quality — 40.5/100 · thin

Contract Quality 5.7 / 25

Developer Ergonomics 10.4 / 20

Commercial Clarity 12.1 / 20

Operational Transparency 3.1 / 13

Governance 0.0 / 12

Discoverability 9.3 / 10

Agent readiness — 34/100 · agent aware

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 8 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 7 / 7

Typed Event Surface 6 / 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/wealthcom: 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 1

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

Wealth.com Advisor API

The Advisor API connects advisor applications to Wealth.com, exposing client, asset, document, contact, quiz, AI-notes, client-group and top-account resources over JSON HTTPS, w...

Rate Limits 1

Documented rate limits and quota policies.

Scopes 1

OAuth scopes governing access to this provider's APIs.

Wealthcom Scopes

3 scopes · authorizationCode

3 scopes

SCOPES

Resources

Get Started 4

Portal, sign-up, and the first successful call

DeveloperPortal

DeveloperPortal

GettingStarted

GettingStarted

SignUp

SignUp

Login

Documentation 2

Reference material describing how the API behaves

Documentation

Documentation

APIReference

APIReference

Agent Surfaces 2

MCP servers, agent skills, and machine-readable catalogs

WellKnown

WellKnown

LLMsTxt

LLMsTxt

Design & Contract 6

Pagination, idempotency, versioning, errors, and events

Webhooks

Conventions

Lifecycle

ErrorCatalog

DataModel

Conformance

Access & Security 5

Authentication, authorization, and security posture

Authentication

OAuthScopes

Compliance

TrustCenter

DomainSecurity

Operate 3

Status, limits, changes, and where to get help

RateLimits

RateLimits

StatusPage

StatusPage

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: wealthcom
name: Wealth.com
description: Wealth.com is the industry-leading estate and tax planning platform for financial advisors, unifying estate document
  creation, tax intelligence, and its proprietary Ester AI assistant to help advisors deliver sophisticated planning at scale.
  For developers, Wealth.com publishes an Advisor API (OAuth2, JSON over HTTPS) that connects advisor applications to the
  platform for managing clients, assets, documents, contacts, quizzes, and AI notes, plus a webhook surface for real-time
  events and an Onboarding API for partner-referred client onboarding. A separate SFTP interface supports bulk data exchange.
  The company is backed by GV (Google Ventures) and integrates with Salesforce, Orion, Redtail, Wealthbox, Addepar, eMoney,
  and other advisor tools.
url: https://raw.githubusercontent.com/api-evangelist/wealthcom/refs/heads/main/apis.yml
x-type: company
x-source: vc-portfolio
x-backed-by:
- gv
x-tier: stub
x-tier-reason: portfolio-lead
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
specificationVersion: '0.20'
created: '2026-07-17'
modified: '2026-07-21'
image: https://www.wealth.com/favicon.ico
tags:
- Company
- Enterprise
- Estate Planning
- Tax Planning
- Wealth Management
- Financial Advisors
- Fintech
- Artificial Intelligence
apis:
- name: Wealth.com Advisor API
  description: The Advisor API connects advisor applications to Wealth.com, exposing client, asset, document, contact, quiz,
    AI-notes, client-group and top-account resources over JSON HTTPS, with OAuth2 (authorization code + PKCE) authentication
    and a real-time webhook surface. A v2 revision is available alongside v1.
  humanURL: https://developer.wealth.com/advisor
  baseURL: https://advisor-api.wealth.com/v1
  tags:
  - Advisor API
  - Estate Planning
  - Webhooks
  properties:
  - type: Documentation
    url: https://developer.wealth.com/advisor
  - type: APIReference
    url: https://developer.wealth.com/advisor
  - type: Authentication
    url: authentication/wealthcom-authentication.yml
  - type: OAuthScopes
    url: scopes/wealthcom-scopes.yml
  - type: Webhooks
    url: asyncapi/wealthcom-webhooks.yml
  - type: Conventions
    url: conventions/wealthcom-conventions.yml
  - type: ErrorCatalog
    url: errors/wealthcom-problem-types.yml
  - type: DataModel
    url: data-model/wealthcom-data-model.yml
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: Website
  url: https://www.wealth.com
- type: DeveloperPortal
  url: https://developer.wealth.com/
- type: Documentation
  url: https://developer.wealth.com/advisor
- type: APIReference
  url: https://developer.wealth.com/advisor
- type: GettingStarted
  url: https://developer.wealth.com/advisor/authentication
- type: Authentication
  url: authentication/wealthcom-authentication.yml
- type: OAuthScopes
  url: scopes/wealthcom-scopes.yml
- type: Webhooks
  url: asyncapi/wealthcom-webhooks.yml
- type: Conventions
  url: conventions/wealthcom-conventions.yml
- type: RateLimits
  url: rate-limits/wealthcom-rate-limits.yml
- type: Lifecycle
  url: lifecycle/wealthcom-lifecycle.yml
- type: StatusPage
  url: https://status.wealth.com
- type: ErrorCatalog
  url: errors/wealthcom-problem-types.yml
- type: DataModel
  url: data-model/wealthcom-data-model.yml
- type: Conformance
  url: conformance/wealthcom-conformance.yml
- type: Compliance
  url: https://trust.wealth.com/
- type: TrustCenter
  url: security/wealthcom-trust-center.yml
- type: DomainSecurity
  url: security/wealthcom-domain-security.yml
- type: WellKnown
  url: well-known/wealthcom-well-known.yml
- type: LLMsTxt
  url: llms/wealthcom-llms.txt
- type: Integrations
  url: https://www.wealth.com/integrations/
- type: Pricing
  url: https://www.wealth.com/pricing/
- type: SignUp
  url: https://app.wealth.com/login
- type: Login
  url: https://app.wealth.com/login
- type: Support
  url: https://wealth.com/help
- type: Blog
  url: https://www.wealth.com/resources/
- type: TermsOfService
  url: https://www.wealth.com/legal-policies/#tos-content
- type: PrivacyPolicy
  url: https://www.wealth.com/legal-policies/#privacy-content
x-enrichment:
  date: '2026-07-21'
  status: enriched
  artifacts_added: 13
  pass: local-v1