niche · 2.3

Personal Finance

Score 18.3 / 100 112 providers 7 APIs Search apis.io →
Variants seen in the corpus: Personal Financepersonal-finance

Providers using this tag (112)

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

Exemplar 1 Complete, well-documented, and agent-ready
MethodFiCompanyFintechLiability DataPayments2 APIs69.0
Strong 1 Solid coverage with minor gaps
Method FinancialCompanyFinancial-ServicesFintechLending1 API63.6
Developing 7 Usable, with meaningful gaps to close
MX TechnologiesFinancial DataAccount AggregationOpen BankingData Connectivity2 APIs49.1SoFiBankingLendingStudent Loans2 APIs46.6Dotdash Meredith / People IncMediaPublishingMagazinesContent30 APIs45.7KlutchCompanyFinancial-ServicesFintechCredit Cards1 API45.4EraCompanyFintechArtificial Intelligence1 API43.5SplitwiseCompanyConsumerExpense Management1 API41.6Planomy Tax DataTaxFinanceOpen Dataretirement1 API40.5
Thin 3 Limited public surface area
ToshlBudgetingExpense TrackingFintech1 API35.5BuxferCompanyMoney ManagementBudgeting1 API34.0Bloom CreditCredit BureauCredit ReportsCredit ScoresFintech5 APIs33.4
Emerging 38 Early or largely undocumented
CartaEquity ManagementCap Table409A ValuationsFund Administration5 APIs25.8KikoffCompanyFintechCreditCredit Building1 API24.9AcornsMicro-InvestingFintechRound-Ups1 API23.7FreetradeCompanyInvestingStock TradingBrokerage23.0Facet WealthCompanyFinancial-ServicesFinancial PlanningWealth Management22.8Monarch MoneyCompanyFintechBudgeting20.6FinaryCompanyFintechWealth Management19.9MonarchCompanyFintechBudgeting18.6EarnUpCompanyFintechFinancial-ServicesDebt Repayment17.8Simplifi by QuickenBudgetingFinancial AggregationAccount Management1 API17.5Origin FinancialCompanyFintechFinancial Planning16.4AvaCompanyFintechCredit BuildingConsumer Finance15.9FifteenthCompanyFintechTaxesTax Preparation15.9Credit SesameCompanyConsumer FinanceCredit ScoresCredit Monitoring15.1JifyCompanyPaymentsFintechEarned Wage Access14.7Credit GenieCompanyFinancial-ServicesFintechConsumer Finance14.6PiggyVestFintechSavingsInvestmentsDigital Wallet1 API14.6BrigitCompanyFinancial-ServicesFintechConsumer Finance14.1DaveCompanyFintechBankingNeobank13.7BrightsideCompanyFinancial WellnessEmployee BenefitsFinancial-Services13.3SidekickCompanyWealth ManagementInvestingSavings13.3caimitechCompanyFintechWealth Management13.2ChangEdCompanyFintechFinancial-ServicesDebt Payoff13.0ClerkieCompanyFintechdebt-managementLending1 API13.0Blend FinancialCompanyFinancial-ServicesWealth Management12.7BrightmoneyCompanyFinancial-ServicesFintechConsumer Finance12.7PlumCompanyFintechSavings12.7TaxfixCompanyFintechTaxTaxes12.7TrimCompanyFintechSubscription Management12.6wacaiCompanyFintechAccounting1 API12.3Possible 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 62 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 Scores9.8KudosCompanyCreditCredit 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 CardsRewards8.3GoinCompanyFintechSavings8.2ModakCompanyFintechConsumerBanking8.2FoldCompanyFintechBitcoinCryptocurrency7.6SoFi TechnologiesFintechBanking1 API7.6TiltCompanyFintechFinancial-ServicesCredit Building7.6SoLo FundsCompanyFinancial-ServicesFintechLending7.1JarFintechMicro SavingsDigital GoldGold Investment6.8OctavewealthCompanyWealth ManagementFintech6.4Rebaja Tus CuentasCompanyFintechConsumer FinanceLending6.4LendtableCompanyFinancial-ServicesFintechConsumer Lending6.1TammwelCompanyFinancial-ServicesFintechLending6.0VegafundCompanyFintechInvesting5.7ZeenCompanyFinancial-ServicesFintech5.7BankOnsCompanyDefunctAcquiredFinancial-Services5.0BillGuardCompanyConsumerFraud Protection5.0Fi MoneyFintechNeobankConsumer Banking5.0FinnomenaCompanyFintechWealth ManagementInvesting5.0MintCompanyFintechBudgeting5.0SpennyCompanyFintechMicro-Investing5.0whatisevenCompanyFintechEarned Wage Access5.0Rocket CompaniesFinancial-ServicesMortgageReal-Estate4.4CleoArtificial IntelligenceBankingBudgetingCash Advance3.6AssetVaultCompanyFintechWealth ManagementEstate Planning2.8PolicyPalCompanyInsurTechFintechInsurance2.6Blue StudiosCompanyConsumerFamily Tech2.5liangzizhigeCompanyEducationOnline LearningConsumer2.5Mujer FinancieraCompanyFinancial EducationFintechEdtech2.5BankiomCompanyFintechBankingNeobank2.4CakeHealthCompanyHealthcareHealth InsuranceMedical Billing2.2HabittoCompanyFintechBankingSavings Account1.5InstaPaisaCompanyFintechLending1.5NEO SuccessCompanyFintechMoney Management1.5Clarity MoneyCompanyFintechFinancial Management0.3DigitCompanyConsumerFintech0.3IvellaCompanyFintechFinancial-ServicesConsumer Finance0.3Long GameCompanyFintechGamification0.3

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
The Balance RSS FeedsRSS feeds for The Balance Money, personal finance brand.45.7Era Context MCP ServerEra's remote Model Context Protocol server. Connect bank accounts to any MCP-compatible AI agent and manage...43.5
Thin 1 Limited public surface area
Toshl APIREST JSON API for the Toshl personal finance platform. Manage accounts, entries (expenses and incomes with ...35.5
Emerging 3 Early or largely undocumented
Carta Portfolio APIEnables personal finance and wealth management platforms to aggregate equity holdings data for individuals,...25.8Acorns Partner APIThe Acorns Partner API combines OAuth and Partner APIs to allow authorized third parties (partners and aggr...23.7Simplifi by Quicken APISimplifi by Quicken provides a consumer personal finance platform that connects to financial institutions v...17.5
Minimal 1 Almost no public developer surface
SoFi Technologies APIThe SoFi Technologies API provides access to platform services and data for enterprise integration and auto...7.6

Score breakdown

Frequency
57.1
log-scaled weighted occurrences
Breadth
3.1
spread across providers
Quality lift
16.3
mean composite of providers using it
Cohesion
0.0
strength of nearest seed neighbor

Related tags

Consumer Finance 22 co-occurrences Budgeting 13 co-occurrences Savings 16 co-occurrences Investing 20 co-occurrences Credit Building 9 co-occurrences Wealth Management 18 co-occurrences Money Management 7 co-occurrences Financial Wellness 7 co-occurrences

Where this tag comes from

Provider tag110
Api tag7

Cohort brief

Auto-generated

The 112 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
112
all scored
Mean Kin Score
13.8
-6.9 vs catalog 20.7
Mean Agent Readiness
3.5
-6.2 vs catalog 9.7
Spread
0.3–71.4
median 10.5 · σ 13
How the 112 split by band
Exemplar 1Strong 1Developing 6Thin 4Emerging 38Minimal 62
Facet averages, against the whole catalog
FacetThis cohortCatalogDifferenceScored
Access Clarity 23.5 22.3 +1.2 112
Contract Governance 2.8 6.4 -3.6 112
Discoverability 56 60.4 -4.4 112
Operational Transparency 5.9 11.3 -5.4 112
Developer Ergonomics 9.9 17.9 -8 112
Contract Quality 4 17.5 -13.5 112

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) 9% 16% -7
MCP server (first-party) 4% 7% -3
Agent Skills 0% 0% 0
OAuth scopes 4% 9% -5
Security 91% 88% +3
Arazzo workflows 0% 2% -2
Governance rules 3% 13% -10

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 MethodFi 71.4
  2. 2 Method Financial 65.6
  3. 3 MX Technologies 48.9
  4. 4 SoFi 48.6
  5. 5 Klutch 46.9
  6. 6 Dotdash Meredith / People Inc 44.7
  7. 7 Era 44.6
  8. 8 Splitwise 44
  9. 9 Planomy Tax Data 38
  10. 10 Buxfer 36.1
Top by Agent Readiness
  1. 1 Method Financial 50.6
  2. 2 Klutch 44.1
  3. 3 MethodFi 37.9
  4. 4 Planomy Tax Data 30.2
  5. 5 Splitwise 29
  6. 6 Bloom Credit 24.8
  7. 7 Treasury 23.7
  8. 8 SoFi 23.6
  9. 9 Buxfer 22.1
  10. 10 MX Technologies 19.8
All 112 members of this roster resolve to a scored provider in the catalog.Generated from the catalog build of 25 August 2026, across 26891 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.

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