niche · 0.0 market industry

Personal Finance

Score 18.3 / 100 110 providers +2 via APIs 7 APIs Search apis.io →

Providers using this tag (110)

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

Exemplar 2 Complete, well-documented, and agent-ready
Strong 2 Solid coverage with minor gaps
Developing 4 Usable, with meaningful gaps to close
Thin 6 Limited public surface area
Emerging 36 Early or largely undocumented
KikoffCompanyFintechCreditCredit Building1 API24.9AcornsMicro-InvestingFintechRound-Ups1 API23.7UnlockCompanyFinancial-ServicesFintechHome Equity2 APIs23.7FreetradeCompanyInvestingStock TradingBrokerage23.0Facet WealthCompanyFinancial-ServicesFinancial PlanningWealth Management22.8Monarch MoneyCompanyFintechBudgeting21.6FinaryCompanyFintechWealth Management19.9EarnUpCompanyFintechFinancial-ServicesDebt Repayment17.8Simplifi by QuickenBudgetingFinancial AggregationAccount Management1 API17.5Origin FinancialCompanyFintechFinancial Planning16.4AvaCompanyFintechCredit BuildingConsumer Finance15.9FifteenthCompanyFintechTaxTax Preparation15.9Credit SesameCompanyConsumer FinanceCredit ScoreCredit Monitoring15.1JifyCompanyPaymentsFintechEarned Wage Access14.7Credit GenieCompanyFinancial-ServicesFintechConsumer Finance14.6PiggyVestFintechSavingsInvestmentDigital Wallet1 API14.6BrigitCompanyFinancial-ServicesFintechConsumer Finance14.1DaveCompanyFintechBankingNeobank13.7wacaiCompanyFintechAccounting1 API13.6BrightsideCompanyFinancial WellnessEmployee BenefitsFinancial-Services13.3SidekickCompanyWealth ManagementInvestingSavings13.3caimitechCompanyFintechWealth Management13.2ChangEdCompanyFintechFinancial-ServicesDebt Payoff13.0ClerkieCompanyFintechDebt ManagementLending1 API13.0BrightmoneyCompanyFinancial-ServicesFintechConsumer Finance12.7PlumCompanyFintechSavings12.7TaxfixCompanyFintechTaxTax Filing12.7TrimCompanyFintechSubscription Management12.6Possible FinanceCompanyFintechConsumer LendingCredit Building11.9Aura FinanceCompanyFinancial-ServicesFinancial WellnessFintech11.8CinoCompanyFintechPaymentsBill Splitting11.7BillTrimCompanyBill NegotiationBill Management11.5CurrentCompanyFintechNeobankConsumer Banking1 API11.5Kestrl: Muslim Money AppCompanyFintechIslamic FinanceEthical Banking11.2MidFirst BankFinancial-ServicesBankingUnited StatesSavings Association11.1CommonsCompanyClimate TechCarbon FootprintCarbon Offsets11.0
Minimal 54 Almost no public developer surface
CaribouCompanyFintechAuto RefinanceLending10.9ClarkCompanyInsuranceInsurtechInsurance Comparison10.9TreasuryCompanyInvestingFintech10.7AnyfinCompanyConsumerFintechLending10.6FinkuCompanyFintechBudgeting10.6OolkaCompanyFintechCredit ScoreCredit Building10.6SmartAssetCompanyFinancial-ServicesFintechFinancial Advisors10.6FindaCompanyFintechFinancial-ServicesLoans10.2WollitCompanyFintechCreditCredit Building10.2LearnVestCompanyConsumerFinancial-Services10.0Credit KarmaCompanyFintechCredit Score9.8KudosCompanyCreditCredit CardsRewards9.8NorthstarCompanyFintechFinancial WellnessEmployee Benefits9.7TaxscoutsCompanyTaxAccountingFintech9.7NerdWalletCompanyFintechConsumer Finance9.4SouqalmalCompanyFintechFinancial Comparison9.3GravyCompanyFintechArtificial Intelligence9.2MoneyfellowsCompanyFinancial-ServicesFintechSavings9.1Personal CapitalCompanyFintechWealth Management9.1Powerup MoneyCompanyFintechWealth ManagementInvesting9.1Sav Technologies LimitedCompanyFintechFinancial-ServicesSavings9.1Jupiter MoneyBankingNeobankDigital BankingFintech8.8ThndrCompanyFintechInvestingBrokerage8.7Drahim HoldingsCompanyFintechOpen Banking8.6FloatMeCompanyFintechCash Advance8.6MaxRewardsCompanyFintechCredit CardsRewards8.3GoinCompanyFintechSavings8.2ModakCompanyFintechConsumerBanking8.2FoldCompanyFintechBitcoinCryptocurrency7.6TiltCompanyFintechFinancial-ServicesCredit Building7.6SoLo FundsCompanyFinancial-ServicesFintechLending7.1JarFintechMicro SavingsDigital GoldGold Investment6.8OctavewealthCompanyWealth ManagementFintech6.4Rebaja Tus CuentasCompanyFintechConsumer FinanceLending6.4TammwelCompanyFinancial-ServicesFintechLending6.0VegafundCompanyFintechInvesting5.7ZeenCompanyFinancial-ServicesFintech5.7BillGuardCompanyConsumerFraud Protection5.0Fi MoneyFintechNeobankConsumer Banking5.0FinnomenaCompanyFintechWealth ManagementInvesting5.0MintCompanyFintechBudgeting5.0SpennyCompanyFintechMicro-Investing5.0whatisevenCompanyFintechEarned Wage Access5.0Rocket CompaniesFinancial-ServicesMortgageReal-Estate4.1AssetVaultCompanyFintechWealth ManagementEstate Planning2.8PolicyPalCompanyInsurtechFintechInsurance2.6Blue StudiosCompanyConsumerFamily Tech2.5liangzizhigeCompanyEducationOnline LearningConsumer2.5Mujer FinancieraCompanyFinancial EducationFintechEdTech2.5BankiomCompanyFintechBankingNeobank2.4HabittoCompanyFintechBankingSavings Account1.5DigitCompanyConsumerFintech0.3IvellaCompanyFintechFinancial-ServicesConsumer Finance0.3Long GameCompanyFintechGamification0.3
Unrated 6 Not yet scored

APIs with this tag (7)

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 →

Developing 2 Usable, with meaningful gaps to close
Thin 2 Limited public surface area
Emerging 3 Early or largely undocumented

Companies reaching this through an API (2)

These companies publish an API, specification or operation carrying “Personal Finance” 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.

Carta Dotdash Meredith / People Inc

Score breakdown

Frequency
56.4
log-scaled weighted occurrences
Breadth
3.0
spread across providers
Quality lift
17.1
mean composite of providers using it
Cohesion
0.0
strength of nearest seed neighbor

Where this tag sits

Fintech broader

Related tags

Savings 17 co-occurrences Budgeting 13 co-occurrences Consumer Finance 22 co-occurrences Investing 19 co-occurrences Credit Building 9 co-occurrences Wealth Management 17 co-occurrences Financial Wellness 7 co-occurrences Mobile Banking 7 co-occurrences

Where this tag comes from

Provider tag110
Api tag7

Cohort brief

Auto-generated

The 97 providers in the APIs.io catalog tagged Personal Finance, scored on the Kin Score. Every figure below is computed from the catalog — nothing here is written.

Providers
97
all scored
Mean Kin Score
15.9
-8.1 vs catalog 24
Mean Agent Readiness
4.7
-7.7 vs catalog 12.4
Spread
1.5–75.6
median 11.1 · σ 14.4
How the 97 split by band
Exemplar 2Strong 2Developing 4Thin 6Emerging 36Minimal 47
Facet averages, against the whole catalog
FacetThis cohortCatalogDifferenceScored
Access Clarity 27.1 26.5 +0.6 97
Contract Governance 2.8 6.5 -3.7 97
Discoverability 55.8 61 -5.2 97
Operational Transparency 7.7 14 -6.3 97
Developer Ergonomics 12.2 23.4 -11.2 97
Contract Quality 4.6 20.1 -15.5 97

A facet is averaged over the members that carry it, not over the whole cohort — the “Scored” column is that count. Averaging an absent facet as zero would score our own coverage gaps as the providers’ posture.

What this cohort publishes
ArtifactThis cohortCatalogDifference
MCP server (any) 7% 10% -3
MCP server (first-party) 7% 13% -6
Agent Skills 0% 0% 0
OAuth scopes 6% 11% -5
Security 97% 96% +1
Arazzo workflows 0% 2% -2
Governance rules 2% 13% -11

mcp_pct counts any mcp/ artifact including ones API Evangelist derived from the provider OpenAPI; mcp_first_party_pct counts only servers the provider publishes. Prefer the latter.

Top by Kin Score
  1. 1 MX Technologies 75.6
  2. 2 MethodFi 71.4
  3. 3 Method Financial 65.9
  4. 4 SoFi Technologies 60
  5. 5 Klutch 45.2
  6. 6 Era 43.5
  7. 7 Splitwise 42.6
  8. 8 Planomy Tax Data 40.5
  9. 9 Shelter 37.4
  10. 10 Toshl 35.5
Top by Agent Readiness
  1. 1 SoFi Technologies 52.6
  2. 2 Method Financial 44.2
  3. 3 Klutch 44.1
  4. 4 MethodFi 39.4
  5. 5 Era 33.6
  6. 6 Planomy Tax Data 30.2
  7. 7 Unlock 30
  8. 8 MX Technologies 29.1
  9. 9 Splitwise 28.5
  10. 10 Bloom Credit 24.8
All 110 members of this roster resolve to a scored provider in the catalog.Generated from the catalog build of 20 September 2026, across 27620 providers, using the same computation served by the APIs.io cohort API. Briefs are published for rosters of 5 or more scored providers; below that a distribution is not meaningful.

Work with this as data

Every tag here is available over the APIs.io API and to AI agents over MCP.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

Tools for tags

7 MCP tools reach this
  • find_tagsBrowse and filter every tag in the catalog.
  • get_cohortThis tag as a scored cohort — every provider carrying it, with scores.
  • cohort_statsPRO — the distribution across this tag: mean, median, band split, adoption rates.
  • cohort_rankingsPRO — the leaderboard, on composite AND agent-readiness axes.
  • apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
  • resolveTurn a domain, URL or GitHub org into the provider it belongs to.
  • find_cohortsEvery scored population of providers in the catalog.
All 92 tools →

Call it yourself

curl for this page
This tag
curl "https://apis.io/api/v1/tags/personal-finance"
All tags
curl "https://apis.io/api/v1/tags?limit=25"
As a scored cohort
curl "https://apis.io/api/v1/cohorts/tag/personal-finance"
The distribution (Pro)
curl "https://apis.io/api/v1/cohorts/tag/personal-finance/stats" \
  -H "X-API-Key: $APIS_IO_KEY"

Discovery needs no key. Ratings and market analysis are Pro.

Get an API key

Free tier, no form to fill in. Signing in shares your email address with us — we store it to create your key and to recognise you if you sign in with another provider. See our Privacy Policy and Terms.

A second provider on the same verified email joins the account you already have.