Financial Planning
Providers using this tag (40)
Ranked by API Evangelist rating — Exemplar and Strong are expanded by default.
Strong 3 Solid coverage with minor gaps
Developing 7 Usable, with meaningful gaps to close
Thin 1 Limited public surface area
Emerging 19 Early or largely undocumented
Minimal 9 Almost no public developer surface
Unrated 1 Not yet scored
APIs with this tag (10)
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 →
Strong 1 Solid coverage with minor gaps
Developing 4 Usable, with meaningful gaps to close
AdvicePay APIThe AdvicePay REST API (v1.0.1) exposes the fee-for-service billing platform to integrators: admins, adviso...Workday Budgets APISOAP API for budget planning, tracking, and analysis. Enables programmatic management of budgets, budget am...Concur Budget APIExposes budget and fiscal year data, enabling partners and clients to read and manage fiscal years, budget ...Morningstar Financial Planning APIsUS financial-planning building blocks from the Dynamic Services APIs family - households, household members...
Emerging 5 Early or largely undocumented
Wealthfront Account Linking APIExternal account linking and data aggregation platform that connects Wealthfront with third-party financial...Wealthfront Financial Planning API (Path)Financial planning and retirement projection API powering Wealthfront's Path product. Aggregates linked ext...Thrivent Financial PlanningComprehensive financial planning and advisory services from Thrivent Financial, offering personalized advic...Ellevest Wealth Management APIREST APIs powering Ellevest's wealth management platform, including portfolio management, financial goal tr...Ameriprise Financial WebsiteAmeriprise Financial is a diversified financial services company providing financial planning, products, an...
Companies reaching this through an API (4)
These companies publish an API, specification or operation carrying “Financial Planning” but do not classify their business under it. Listed unranked and kept out of the count above, because one tagged operation is not a statement about what a company does.
Score breakdown
Frequency
45.9
log-scaled weighted occurrences
Breadth
0.9
spread across providers
Quality lift
25.0
mean composite of providers using it
Cohesion
11.0
strength of nearest seed neighbor
Related tags
FP&A 11 co-occurrences
Budgeting 11 co-occurrences
Forecasting 11 co-occurrences
Wealth Management 17 co-occurrences
Retirement 6 co-occurrences
Investment Management 6 co-occurrences
Personal Finance 5 co-occurrences
Business Intelligence 5 co-occurrences
Where this tag comes from
Provider tag40
Api tag10
Work with this as data
Every tag here is available over the APIs.io API and to AI agents over MCP.