Wealth Management
Variants seen in the corpus:
Wealth Managementwealth-management
Providers using this tag (191)
Ranked by API Evangelist rating — Exemplar and Strong are expanded by default.
Exemplar 1 Complete, well-documented, and agent-ready
Developing 17 Usable, with meaningful gaps to close
Thin 23 Limited public surface area
Emerging 76 Early or largely undocumented
MomentCartaCAISThe Co-operatorsFacet WealthBettermentTrust & WillCowrywiseXapoUnchained CapitalWealthsimpleFinaryGuidelineEllevestMasterworksBasic CapitalAmber GroupVanillaHSBC USAIRALOGIXJump – Advisor AIGuardian LifeAmeriprise FinancialCrowdStreetTIAA-CREFEmpathyFidelity InvestmentsMoonfareArrivedHerbie, Herbie PlanThe Vanguard GroupDezervDaffyVennreScripboxFartherOptoAllocateNevis WealthUBS Bank USAVestedBUXAbraArtaSidekickTitanBibitcaimitechCity National BankSarwaSavvywacaiBlend FinancialBrightPlanNutmeg (J.P. Morgan Personal Investing)PlumEndowusAffiliated Managers GroupSiollaiTrustCapitalWikifolioDiversyFundHalogen CapitalJiraafAboonEton SolutionsMotilal OswalRCS CapitalAtomicAvantosF.N.B. CorporationFirst HorizonFreciCapital NetworkSEI InvestmentsVise
Minimal 72 Almost no public developer surface
Raymond James BankQPLIXJacobiSmartAssetCadreHalo InvestingStifel FinancialUBSPluangDeutsche BankRockFiEthicSignal AdvisorsForwardlaneSkience (The Athene Group)E-3 TechPersonal CapitalPowerup MoneySav Technologies LimitedWSFS FinancialFinaccessThndrWarrenWillow WealthClose BrothersHundsun TechnologiesJefferies Financial GroupNet WorthPalus FinanceSavahqTitan InvestArcaOctavewealthAxiom TrustIressThe CoterieJarFidelity National Information Services (FIS)ComericaNovus (SEI Investments)Evercore IncRaymond James FinancialSigFigGetgroundArtivestBlooomFinnomenaFutureadvisorLu Pu Investment (陆浦投资)MagnetisOpenInvestOtisRUUTUnited CapitalWealorScalable CapitalJones Financial CompaniesM&T BankM&T Bank CorporationAssetVaultManulifeNew York LifeJanney Montgomery ScottFirst Horizon CorporationFortuTrue Link FinancialOld National BancorpCovestorLPL Financial HoldingsAI BankFincentricLPL Financial
APIs with this tag (23)
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 →
Exemplar 1 Complete, well-documented, and agent-ready
Developing 7 Usable, with meaningful gaps to close
Estimates API for WealthAPI providing access to consensus estimates data for wealth management applications. Delivers analyst estim...Funds API for WealthAPI providing access to Lipper fund data for wealth management applications. Delivers fund performance, cla...News API for WealthAPI providing access to financial news content for wealth management applications. Delivers real-time and h...Ownership API for WealthAPI providing access to institutional and fund ownership data for wealth management applications. Delivers ...Refinitiv Knowledge Direct APIWeb services API integrating financial market data, news, and analytics into websites, trading platforms, a...Search APIAPI enabling search across organizations, instruments, quotes, and economic indicators on the Refinitiv Dat...Refinitiv Knowledge Direct API (RKD)API for wealth management that provides access to Refinitiv hosted content and capabilities. It integrates ...
Thin 4 Limited public surface area
FIS Wealth Management APIFIS wealth management APIs enable integration with portfolio management, account aggregation, trading, and ...Wealthbox CRM APIREST API for managing contacts, tasks, events, opportunities, projects, notes, workflows, custom fields, te...Flanks APIOAuth2-secured wealth-data API covering the Connect flow (connectors, sessions, SCA resolution), Credential...Addepar APIJSON:API-based REST API for portfolio management, transactions, positions, the ownership graph (entities/gr...
Emerging 6 Early or largely undocumented
Carta Portfolio APIEnables personal finance and wealth management platforms to aggregate equity holdings data for individuals,...Ellevest Wealth Management APIREST APIs powering Ellevest's wealth management platform, including portfolio management, financial goal tr...Avantos to SmartOffice Contact Sync APIA Guardian Online (GOL) API that connects Avantos and SmartOffice to synchronize contact data and support S...Ameriprise Financial WebsiteAmeriprise Financial is a diversified financial services company providing financial planning, products, an...TIAA Wealth ManagementTIAA's wealth management services for individuals, including managed accounts, brokerage services, financia...AtlasFive Reporting APICustomer-scoped reporting APIs exposed by the AtlasFive platform, used to build tailored reporting on top o...
Minimal 5 Almost no public developer surface
Stifel Wealth TrackerStifel Wealth Tracker is a client-facing portfolio management portal enabling investors to monitor account ...UBS Partner / KeyPort APIUBS Partner and KeyPort form the enterprise integration surface used by partner banks, external asset manag...Deutsche Bank API ProgramDeutsche Bank is a global financial institution that offers a wide range of banking and financial services ...Hundsun Wealth Management PlatformWealth management platform for banks and wealth managers covering portfolio management, product distributio...Evercore Inc APIThe Evercore Inc API provides access to platform services and data for enterprise integration and automation.
Score breakdown
Frequency
63.8
log-scaled weighted occurrences
Breadth
5.2
spread across providers
Quality lift
20.8
mean composite of providers using it
Cohesion
10.3
strength of nearest seed neighbor
Related tags
Investing 55 co-occurrences
Financial-Services 104 co-occurrences
Retirement 19 co-occurrences
Private Markets 18 co-occurrences
Investment Management 18 co-occurrences
Alternative Investments 15 co-occurrences
Brokerage 19 co-occurrences
Mutual Funds 14 co-occurrences
Where this tag comes from
Provider tag183
Api tag24
Cohort brief
Auto-generatedThe 191 providers in the APIs.io catalog tagged Wealth Management, scored on the Kin Score. Every figure below is computed from the catalog — nothing here is written.
Providers
191
all scored
Mean Kin Score
17.5
-3.2 vs catalog 20.7
Mean Agent Readiness
6.8
-2.9 vs catalog 9.7
Spread
0.3–83.3
median 12.7 · σ 13.9
How the 191 split by band
Exemplar 1Strong 2Developing 17Thin 23Emerging 76Minimal 72
Facet averages, against the whole catalog
| Facet | This cohort | Catalog | Difference | Scored |
|---|---|---|---|---|
| Access Clarity | 24.3 | 22.3 | +2 | 191 |
| Discoverability | 59.6 | 60.4 | -0.8 | 191 |
| Contract Governance | 5.5 | 6.4 | -0.9 | 191 |
| Operational Transparency | 7.3 | 11.3 | -4 | 191 |
| Developer Ergonomics | 13.9 | 17.9 | -4 | 191 |
| Contract Quality | 10.9 | 17.5 | -6.6 | 191 |
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
| Artifact | This cohort | Catalog | Difference |
|---|---|---|---|
| MCP server (any) | 12% | 16% | -4 |
| MCP server (first-party) | 4% | 7% | -3 |
| Agent Skills | 0% | 0% | 0 |
| OAuth scopes | 14% | 9% | +5 |
| Security | 95% | 88% | +7 |
| Arazzo workflows | 3% | 2% | +1 |
| Governance rules | 7% | 13% | -6 |
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 Salesforce 83.3
- 2 Upvest 58.5
- 3 Temenos 55.1
- 4 Refinitiv Eikon 50.6
- 5 Sun Life 49.4
- 6 Arch Labs 47.8
- 7 Wealth.com 47.2
- 8 WealthKernel 46.6
- 9 AltoIRA 46.4
- 10 Arch 45.6
Top by Agent Readiness
- 1 Salesforce 52.2
- 2 401GO 46.9
- 3 AltoIRA 44.7
- 4 lemon.markets 41.5
- 5 Fifth Third Bancorp 39.4
- 6 Coutts 36.5
- 7 Upvest 36.3
- 8 Fundrise 35.4
- 9 Investec 34.4
- 10 Flanks 32.4
All 191 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.
Work with this as data
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Tools for tags
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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.
Call it yourself
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This tag
curl "https://apis.io/api/v1/tags/wealth-management"
All tags
curl "https://apis.io/api/v1/tags?limit=25"
As a scored cohort
curl "https://apis.io/api/v1/cohorts/tag/wealth-management"
The distribution (Pro)
curl "https://apis.io/api/v1/cohorts/tag/wealth-management/stats" \
-H "X-API-Key: $APIS_IO_KEY"Discovery needs no key. Ratings and market analysis are Pro.