# Wealth.com

**Canonical:** https://apis.io/providers/wealthcom/  
**Website:** https://www.wealth.com  
**APIs profiled:** 1

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.

## Kin Score — 47.8 / 100 (developing)

Scored 2026-08-20 under rubric 0.12.0. Trend: flat (+0.0 from 47.8).

| Facet | Score |
|---|---|
| Discoverability | 75.9 |
| Contract Quality | 45.1 |
| Governance | 18.2 |
| Contract Governance | 18.2 |
| Operational Transparency | 44.7 |
| Developer Ergonomics | 57.1 |
| Commercial Clarity | 47.4 |
| Access Clarity | 47.4 |

## Agent readiness — 35.5 (agent-ready)

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

## APIs (1)

- **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...

## Security (3)

- **Wealthcom Authentication** — oauth2/publicKey · 3 schemes
- **Wealthcom Domain Security** — TLSv1.3 · HSTS · DMARC
- **Wealthcom Trust Center** — SOC 2 Type 2

## Tags

Company, Enterprise, Estate Planning, Tax Planning, Wealth Management, Financial Advisors, Fintech, Artificial Intelligence

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