WealthObjects

WealthObjects provides a platform for financial advisors and wealth managers to aggregate client data, generate reports, and automate compliance. The service integrates with major custodians, broker‑dealers, and data providers, offering APIs for account information, transaction history, portfolio analytics, and document management. WealthObjects aims to streamline wealth management workflows, improve data accuracy, and enhance client communication through secure, scalable cloud services. Founded in 2015, the company serves thousands of advisors across the United States, emphasizing regulatory compliance and data security.

WealthObjects is profiled on the APIs.io network. Tagged areas include Fintech, Wealth Management, API Platform, Data Aggregation, and Compliance.

WealthObjects’ developer surface includes support, engineering blog, and 8 more developer resources.

🌐 Visit website 📡 Profile data on GitHub

10.1/100 minimal Agent 0/100 human only Full breakdown ↓
scored 2026-10-23 · rubric v0.25.0 · Show this score on your site →

0 APIs

Fintech Wealth Management API Platform Data Aggregation Compliance

Kin Score

Kin Score How this is scored →
scored 2026-10-23 · rubric v0.25.0

Composite quality — 10.1/100 · minimal

Contract Quality 0.0 / 21

Developer Ergonomics 1.2 / 17

Access Clarity 3.6 / 17

Operational Transparency 0.0 / 11

Contract Governance 0.0 / 10

Discoverability 3.9 / 9

Regulatory Posture 2.1 / 15

Agent readiness — 0/100 · 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 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 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

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/.

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<a href="https://apis.io/providers/wealthobjects/"><img src="https://apis.io/badge/wealthobjects/card.svg" alt="WealthObjects on APIs.io — Kin Score by API Evangelist"></a>

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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/wealthobjects: 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 →

Security Posture 1

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

Wealthobjects Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Resources

Agent Surfaces 1

MCP servers, agent skills, and machine-readable catalogs

LLMsTxt

LLMsTxt

Access & Security 1

Authentication, authorization, and security posture

DomainSecurity

DomainSecurity

Operate 1

Status, limits, changes, and where to get help

Support

Support

Commercial 2

Pricing, plans, and the legal terms of use

TermsOfService

TermsOfService

PrivacyPolicy

PrivacyPolicy

Company 3

The organization behind the API

Newsroom

Newsroom

Blog

Blog

Website

Website

Other 2

Properties that don't map to a standard resource type

Hosts

Hosts

Vendors

Vendors

Source (apis.yml)

aid: wealthobjects
name: WealthObjects
description: WealthObjects provides a platform for financial advisors and wealth managers to aggregate client data, generate
  reports, and automate compliance. The service integrates with major custodians, broker‑dealers, and data providers, offering
  APIs for account information, transaction history, portfolio analytics, and document management. WealthObjects aims to streamline
  wealth management workflows, improve data accuracy, and enhance client communication through secure, scalable cloud services.
  Founded in 2015, the company serves thousands of advisors across the United States, emphasizing regulatory compliance and
  data security.
url: https://raw.githubusercontent.com/api-evangelist/wealthobjects/refs/heads/main/apis.yml
x-type: company
x-source: harvest:g2-catalog
x-tier: profiled
x-tier-reason: enrichment pass 2026-10-22 (modular-v1; was harvest)
specificationVersion: '0.20'
created: '2026-10-21'
modified: '2026-10-21'
tags:
- Fintech
- Wealth Management
- API Platform
- Data Aggregation
- Compliance
tags_raw:
- FinTech
- Wealth Management
- API Platform
- Data Aggregation
- Compliance
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: LLMsTxt
  url: llms/wealthobjects-llms.txt
- type: Hosts
  url: hosts/wealthobjects-hosts.yml
- type: Vendors
  url: vendors/wealthobjects-vendors.yml
- type: TermsOfService
  url: https://wealthobjectsplatform.com/terms-of-use
- type: Support
  url: https://wealthobjectsplatform.com/support
- type: PrivacyPolicy
  url: https://wealthobjectsplatform.com/privacy-policy
- type: Newsroom
  url: https://wealthobjectsplatform.com/news
- type: Blog
  url: https://wealthobjectsplatform.com/blog
- type: DomainSecurity
  url: security/wealthobjects-domain-security.yml
- type: Website
  url: https://wealthobjectsplatform.com/
apis: []
x-coverage:
  state: unreadable
  reason: no-machine-readable-spec
  detail: OpenAPI spec not found at https://api.wealthobjects.com/openapi.json (no response)
  evidence:
  - url: https://api.wealthobjects.com/openapi.json
    status: no-response
  checked: '2026-10-21'
x-enrichment:
  date: '2026-10-22'
  status: enriched
  artifacts_added: 9
  pass: modular-v1
  engine: identity=local,contract=local,surfaces=local,docs=local,regulatory=local

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