stale · 1.0 market industry

Financial Advisors

Score 13.7 / 100 16 providers 4 APIs Search apis.io →

Providers using this tag (16)

Ranked by API Evangelist rating — Exemplar and Strong are expanded by default.

Developing 1 Usable, with meaningful gaps to close
Wealth.comCompanyEnterpriseEstate PlanningTax Planning1 API47.2
Thin 4 Limited public surface area
AltruistCompanyFintechCustodyWealth Management2 APIs38.6Affiliated Managers GroupAsset ManagementInvestment ManagementFinancial-ServicesWealth Management2 APIs38.1WealthboxCRMWealth ManagementContact Management1 API30.5BlueLeafCompanyWealth ManagementFintech27.7
Emerging 8 Early or largely undocumented
ZocksCompanyFintechWealthTech22.9Symetra FinancialAnnuitiesBenefitsEmployee BenefitsFinancial-Services3 APIs22.2VanillaCompanyEstate PlanningWealth Management18.3Jump – Advisor AICompanyArtificial IntelligenceWealth Management17.6PonteraCompanyFintechWealthTechRetirement17.2Nevis WealthCompanyFintechWealth ManagementWealth Tech13.9SavvyCompanyWealth ManagementFinancial-ServicesInvestment Management13.1ViseCompanyFintechWealth ManagementInvestment Management11.0
Minimal 3 Almost no public developer surface
SmartAssetCompanyFinancial-ServicesFintech10.6Signal AdvisorsCompanyFinancial-ServicesFintechInsurance9.6United CapitalCompanyFintechWealth Management5.0

APIs with this tag (3)

Ranked by the provider's API Evangelist rating — the Kin Score is scored per provider, not per API, so every API of a provider shares its band. How the rating works →

Thin 1 Limited public surface area
Wealthbox CRM APIREST API for managing contacts, tasks, events, opportunities, projects, notes, workflows, custom fields, te...30.5
Emerging 2 Early or largely undocumented
Symetra Annuities APIAPI for accessing Symetra annuity product information, rates, and illustrations. Supports fixed deferred an...22.2Symetra Life Insurance APIAPI supporting Symetra's life insurance products including term life, SwiftTerm (instant-issue life insuran...22.2

Score breakdown

Frequency
34.8
log-scaled weighted occurrences
Breadth
0.4
spread across providers
Quality lift
23.7
mean composite of providers using it
Cohesion
0.8
strength of nearest seed neighbor

Related tags

Wealth Management 13 co-occurrences Fintech 13 co-occurrences Financial-Services 5 co-occurrences Artificial Intelligence 5 co-occurrences Company 13 co-occurrences

Where this tag comes from

Api tag4
Provider tag14

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The distribution (Pro) 
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