emerging · 0.1 market industry

Wealth Management

Score 23.1 / 100 193 providers +8 via APIs 28 APIs Search apis.io →
Variants seen in the corpus: Wealth Managementwealth-management

Providers using this tag (193)

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

Strong 3 Solid coverage with minor gaps
Wealth ReaderBank AggregationOpen BankingPSD2Financial Data1 API61.4UpvestBanking InfrastructureFintechInvestmentsSecurities1 API55.4TemenosBankingCloud BankingCore BankingDigital Banking12 APIs55.1
Developing 18 Usable, with meaningful gaps to close
AdvicePayFinancial-ServicesPaymentsBillingInvoicing1 API53.3Deutsche BankBankingFinancialOpen Banking2 APIs51.8Orion Advisor SolutionsFintechFinancial Advisorsportfolio-accounting1 API48.7SS&C TechnologiesFinancial-ServicesInvestment ManagementFund Administration1 API48.2Sun LifeInsuranceCanadaLife InsuranceHealth Insurance3 APIs47.3Wealth.comCompanyEnterpriseEstate PlanningTax Planning1 API46.9WealthKernelCompanyInvestingBrokerage1 API45.9AltoIRACompanyFinancial-ServicesRetirementSelf-Directed IRA2 APIs45.1Arch LabsCompanyFintechAlternative InvestmentsPrivate Markets1 API45.1EraCompanyFintechArtificial IntelligencePersonal Finance1 API43.5Great-West LifecoInsuranceCanadaLife InsuranceHealth Insurance3 APIs43.4ArchCompanyPrivate MarketsAlternative InvestmentsFintech1 API42.9InvestecFinancial-ServicesBankingOpen BankingPSD23 APIs42.7FeatheryFormsForm BuilderMulti-Step FormsDocument Intelligence1 API42.3lemon.marketsCompanyFintechBrokerageInvesting1 API41.0LuminaryCompanyEstate PlanningFinancial-Services1 API40.5FiservBankingFinancialPayments4 APIs39.8Fifth Third BancorpBankingUnited StatesEmbedded FinanceBanking as a Service1 API39.7
Thin 28 Limited public surface area
CouttsFinancial-ServicesBankingPrivate Bank3 APIs39.1AltruistCompanyFintechCustody2 APIs38.6KanastraCompanyBankingBanking as a ServicePayments1 API38.3Canoe IntelligenceAlternative InvestmentsPrivate MarketsDocument AutomationData Extraction3 APIs37.6TIAAFinanceFinancial DataFintechInsurance2 APIs37.5FundriseCompanyFinancial-ServicesInvestingReal-Estate2 APIs37.1401GOCompanyRetirement401kFinancial-Services1 API35.8AvaloqBankingDigital BankingFinancial-ServicesFintech2 APIs34.4AddeparCompanyFintechPortfolio-Management1 API33.9AjaibCompanyFinancial-ServicesInvestingBrokerage1 API32.9Regions Financial CorporationBankingFinancial-ServicesOpen BankingFDX1 API31.8EnvestnetFinancialOpen BankingAccount Aggregation6 APIs31.6LightyearCompanyFinancial-ServicesInvestingBrokerage31.1Affiliated Managers GroupAsset ManagementInvestment ManagementFinancial-Services2 APIs30.3GorilaCompanyFintechInvestmentsPortfolio-Management1 API30.3LIQID InvestmentsCompanyInvestingFinancial-Services30.3The Co-operatorsInsuranceCanadaProperty and CasualtyLife Insurance1 API29.9WealthboxCRMFinancial AdvisorsContact Management1 API29.8FlanksCompanyFinancial DataData Aggregation1 API29.7CowrywiseFintechInvestmentsSavings1 API29.5Morgan StanleyFinancialInvestment BankingBrokerage6 APIs29.3WealthfrontFinanceInvestmentPortfolio-ManagementTax Optimization5 APIs29.0GoodvestCompanyClimate TechFintechFinancial-Services27.9BlueLeafCompanyFintechFinancial Advisors27.7Northern TrustFortune 500BankingAsset Servicing7 APIs27.6ADDXDigital Securities ExchangePrivate MarketsTokenizationAlternative Investments1 API27.4MomentCompanyFixed IncomeBondsTrading1 API26.7M1 FinanceInvestingFintechFractional SharesPortfolio-Management3 APIs26.2
Emerging 82 Early or largely undocumented
StashAwayCompanyInvestingRobo-Advisor25.3BettermentRobo-AdvisorAutomated InvestingFinancial PlanningTax-Loss Harvesting1 API24.3CAISCompanyAlternative InvestmentsFinancial-Services1 API24.2SyfeCompanyFinancial-ServicesInvesting24.2Facet WealthCompanyFinancial-ServicesFinancial Planning22.8Trust & WillCompanyEstate PlanningWills And TrustsProbate22.8Mutual of America Life Insurance CompanyInsuranceLife InsuranceRetirementFinancial-Services22.0Unchained CapitalCompanyBitcoinCryptocurrencyFinancial-Services21.7Zoe FinancialFinancial AdvisorsTAMPInvestment Management21.7XapoCompanyCryptoBitcoinBanking20.8WealthsimpleCompanyFintechInvesting20.5EllevestFinancial-ServicesInvestingFinancial Planning1 API19.9FinaryCompanyFintechPersonal Finance19.9MasterworksArtArt InvestingAlternative InvestmentsFintech1 API19.8AdvisorCheckCompanyFinancial-ServicesFintechRegulatory Data1 API19.7Amber GroupCompanyFintechCryptocurrencyDigital Assets1 API19.6Basic CapitalCompanyFintechRetirement401k19.0GuidelineCompanyRetirement401kIRA18.9VanillaCompanyEstate PlanningFinancial Advisors18.3Jump – Advisor AICompanyArtificial IntelligenceFinancial Advisors17.6IRALOGIXCompanyFinancial-ServicesRetirementIRA1 API17.3CrowdStreetCompanyReal-EstateCommercial Real EstateInvesting16.8HSBC USAFinancial-ServicesBankingUnited StatesCorporate Banking2 APIs16.7Fidelity InvestmentsFinancial-ServicesAsset ManagementBrokerage16.3InvestCloudCompanyFinancial-ServicesInvestment Management1 API16.0MoonfareCompanyPrivate EquityVenture CapitalFintech15.7ArrivedCompanyReal-EstateInvestingFintech15.6Herbie, Herbie PlanCompanyEstate PlanningLegal TechnologyWills And Trusts15.4MoneyboxCompanyFinancial-ServicesFintech15.4The Vanguard GroupActive ManagementAdvisor ServicesAsset ManagementBrokerage15.4Ameriprise FinancialFinancial PlanningRetirementInsurance1 API15.2EmpathyCompanyEstate PlanningGrief SupportInsurance15.2DezervCompanyServicesInvestment15.1DaffyCompanyFintechCharitable GivingDonor Advised Fund14.9Northwestern MutualInsuranceLife InsuranceFinancial-Services14.9VennreCompanyFintechWealthTech14.8ScripboxCompanyConsumerFinancial-Services14.1OptoCompanyPrivate MarketsInvestments14.0AllocateCompanyPrivate MarketsFintech13.9Nevis WealthCompanyFintechWealthTech13.9Harness WealthCompanyFinancial-ServicesTax13.7TIFINCompanyFinancial-ServicesAsset Management13.6VestedCompanyFinancial-ServicesFintechInvesting13.6wacaiCompanyFintechPersonal FinanceAccounting1 API13.6BUXCompanyFintechInvestingNeobroker13.4AbraCompanyCryptoDigital Assets13.3ArtaCompanyFintechInvesting13.3SidekickCompanyInvestingSavings13.3TitanCompanyInvestingFinance13.3caimitechCompanyFintechPersonal Finance13.2City National BankFinancial-ServicesBankingUnited StatesSuper-Regional Bank13.2SavvyCompanyFinancial-ServicesInvestment Management13.1F.N.B. CorporationFinancial-ServicesBankingUnited StatesRegional Bank1 API13.0iTrustCapitalCompanyFinancial-ServicesCryptocurrencyDigital Assets13.0FartherCompanyFintechFinancial-Services12.8Raymond James BankFinancial-ServicesBankingUnited States1 API12.8Blend FinancialCompanyFinancial-ServicesPersonal Finance12.7BrightPlanFinancial WellnessFinancial PlanningEmployee BenefitsHuman Resources12.7Nutmeg (J.P. Morgan Personal Investing)CompanyRobo-AdvisorInvesting12.7PlumCompanyFintechPersonal FinanceSavings12.7UBS Bank USAFinancial-ServicesBankingUnited States12.6EndowusCompanyFintechInvesting12.5SiollaCompanyFintechInvestment12.3Stifel FinancialFinanceInvestment BankingOpen Banking3 APIs12.3BibitCompanyFintechInvestmentMutual Funds12.1SarwaCompanyFintechInvesting12.0WikifolioCompanyFintechSocial TradingCopy Trading12.0DiversyFundCompanyReal-EstateInvestingPrivate Markets11.9Halogen CapitalCompanyFinancial-ServicesFund ManagementDigital Assets11.9JiraafCompanyFintechBondsFixed Income11.9AboonCompanyFintechRetirement401k11.8Eton SolutionsCompanyFamily OfficeWealth Technology1 API11.8Motilal OswalCompanyFintechFinancial-ServicesBrokerage11.8iCapital NetworkCompanyFinancial-ServicesAlternative InvestmentsPrivate Markets11.7RCS CapitalBroker-DealerCetera Financial GroupDefunctFinancial-Services11.7First HorizonUnited StatesBankingFinancial-ServicesTreasury Management5 APIs11.4AtomicCompanyInvestingBrokerage11.2AvantosCompanyAi MlFinancial-Services11.2Halo InvestingCompanyFinancial-ServicesFintechWealthTech11.2FrecCompanyFintechInvesting11.0SEI InvestmentsFinancial-ServicesAsset ManagementInvestment Processing11.0ViseCompanyFintechInvestment Management11.0
Minimal 58 Almost no public developer surface
PluangCompanyConsumerFintechInvesting10.9QPLIXCompanyFinancial-ServicesPortfolio-Management10.7JacobiCompanyInvestment ManagementPortfolio AnalyticsAsset Allocation10.6SmartAssetCompanyFinancial-ServicesFintechFinancial Advisors10.6CadreCompanyFintechInvestmentReal-Estate10.5UBSFinancialBanksInvestment Banking7 APIs10.4RockFiCompanyFinancial-ServicesPrivate Banking9.9EthicCompanyInvestingAsset Management9.7Signal AdvisorsCompanyFinancial-ServicesFintechInsurance9.6ForwardlaneCompanyDecision IntelligenceEnterprise AIFinancial-Services9.5Skience (The Athene Group)CompanyFinancial-ServicesWealthTech9.5E-3 TechCompanyInvestmentPrivate EquityMergers and Acquisitions9.2Personal CapitalCompanyFintechPersonal Finance9.1Powerup MoneyCompanyFintechInvesting9.1Sav Technologies LimitedCompanyFintechFinancial-ServicesSavings9.1WSFS FinancialBankingTrust ServicesCash Logistics9.1FinaccessCompanyFinancial-ServicesAsset ManagementInvestment Funds8.8ThndrCompanyFintechInvestingBrokerage8.7WarrenCompanyFintechInvestments8.6Close BrothersFinancial-ServicesBankingMerchant BankingSpecialist Lending8.2Evercore IncInvestment BankingAdvisory1 API8.1Axiom TrustCompanyTrust ServicesFiduciary8.0Jefferies Financial GroupAsset ManagementCapital MarketsEquitiesFinancial-Services7.9Net WorthCompanyFintechRetirementFinancial Planning7.8Palus FinanceCompanyFinancial-ServicesFintechTreasury Management7.6SavahqCompanyTrustsEstate PlanningLegal Technology7.6Titan InvestCompanyInvestmentFintech7.6IressFinancial DataMarket DataTrading1 API7.2Willow WealthCompanyAlternative InvestmentsPrivate MarketsInvesting7.2ArcaCompanyAi MlFintechFinancial-Services7.1The CoterieCompanyFintechPrivate Markets7.1JarFintechMicro SavingsDigital GoldGold Investment6.8ComericaBankingCommercial BankingFinancial-ServicesRetail Banking6.5OctavewealthCompanyPersonal FinanceFintech6.4Novus (SEI Investments)CompanyFintechPortfolio AnalyticsInvestment Management6.3Raymond James FinancialAsset ManagementBankingBrokerageCapital Markets6.2SigFigCompanyFintechRobo-Advisor5.7GetgroundCompanyProperty InvestmentBuy-to-Let5.3FinnomenaCompanyFintechInvesting5.0Lu Pu Investment (陆浦投资)CompanyFinancial-ServicesFund Management5.0MagnetisCompanyFintechInvesting5.0OpenInvestCompanyFintechInvestingESG5.0OtisCompanyFintechInvestingAlternative Assets5.0RUUTCompanyFinanceFintechInvesting5.0United CapitalCompanyFintechFinancial Advisors5.0WealorCompanyFintechArtificial Intelligence5.0Scalable CapitalCompanyFinancial-ServicesFintechNeobroker4.3Jones Financial CompaniesFinancial-ServicesInvestment Management4.1M&T Bank CorporationBankingCommercial BankingFinancial-ServicesHolding Company3.3AssetVaultCompanyFintechEstate Planning2.8ManulifeAsset ManagementBankingFinancial-ServicesInsurance2.6New York LifeInsuranceFinancial-ServicesLife Insurance2.3Janney Montgomery ScottAsset ManagementBrokerageCapital MarketsFinancial Planning2.2FortuCompanyFintechPrivate Banking1.5Old National BancorpBankingFinancial-Services1.3CovestorCompanyFintechInvesting1.2LPL Financial HoldingsBroker-DealerFinancial-ServicesHolding CompanyInvestment Advisory1.2AI BankCompanyBankingDigital BankingFinancial-Services1.1
Unrated 4 Not yet scored
ArtivestCompanyDefunctAcquiredFinancial-ServicesBlooomCompanyRetirement401kFincentricCompanyBankingCore BankingCredit UnionsFutureadvisorCompanyFinancial-ServicesRobo-Advisor

APIs with this tag (26)

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
Salesforce Financial Services Cloud APIThe Salesforce Financial Services Cloud API exposes financial services-specific data objects including fina...87.5
Strong 1 Solid coverage with minor gaps
FIS Wealth Management APIFIS wealth management APIs enable integration with portfolio management, account aggregation, trading, and ...59.8
Developing 9 Usable, with meaningful gaps to close
Estimates API for WealthAPI providing access to consensus estimates data for wealth management applications. Delivers analyst estim...51.8Funds API for WealthAPI providing access to Lipper fund data for wealth management applications. Delivers fund performance, cla...51.8News API for WealthAPI providing access to financial news content for wealth management applications. Delivers real-time and h...51.8Ownership API for WealthAPI providing access to institutional and fund ownership data for wealth management applications. Delivers ...51.8Refinitiv Knowledge Direct APIWeb services API integrating financial market data, news, and analytics into websites, trading platforms, a...51.8Search APIAPI enabling search across organizations, instruments, quotes, and economic indicators on the Refinitiv Dat...51.8Orion APIREST/JSON API (OrionApi) for the Orion Portfolio Accounting System, spanning Portfolio, Trading (Eclipse), ...48.7SS&C Black Diamond Wealth Platform APIREST API and developer portal for the SS&C Advent Black Diamond wealth platform, covering portfolio, accoun...48.2Refinitiv Knowledge Direct API (RKD)API for wealth management that provides access to Refinitiv hosted content and capabilities. It integrates ...46.2
Thin 4 Limited public surface area
Addepar APIJSON:API-based REST API for portfolio management, transactions, positions, the ownership graph (entities/gr...33.9Wealthbox CRM APIREST API for managing contacts, tasks, events, opportunities, projects, notes, workflows, custom fields, te...29.8Flanks APIOAuth2-secured wealth-data API covering the Connect flow (connectors, sessions, SCA resolution), Credential...29.7ADDX Open APIPublicly documented REST API that connects an external system to the ADDX platform. Roughly 68 operations a...27.4
Emerging 8 Early or largely undocumented
Carta Portfolio APIEnables personal finance and wealth management platforms to aggregate equity holdings data for individuals,...25.8Ellevest Wealth Management APIREST APIs powering Ellevest's wealth management platform, including portfolio management, financial goal tr...19.9TIAA Wealth ManagementTIAA's wealth management services for individuals, including managed accounts, brokerage services, financia...17.7Avantos to SmartOffice Contact Sync APIA Guardian Online (GOL) API that connects Avantos and SmartOffice to synchronize contact data and support S...17.4Wealthsqope Digital Developer PlatformInvestCloud's developer platform, branded "Wealthsqope Digital Developer". Its own public landing page adve...16.0Ameriprise Financial WebsiteAmeriprise Financial is a diversified financial services company providing financial planning, products, an...15.2Stifel Wealth TrackerStifel Wealth Tracker is a client-facing portfolio management portal enabling investors to monitor account ...12.3AtlasFive Reporting APICustomer-scoped reporting APIs exposed by the AtlasFive platform, used to build tailored reporting on top o...11.8
Minimal 3 Almost no public developer surface
UBS Partner / KeyPort APIUBS Partner and KeyPort form the enterprise integration surface used by partner banks, external asset manag...10.4Hundsun Wealth Management PlatformWealth management platform for banks and wealth managers covering portfolio management, product distributio...8.7Evercore Inc APIThe Evercore Inc API provides access to platform services and data for enterprise integration and automation.8.1

Companies reaching this through an API (8)

These companies publish an API, specification or operation carrying “Wealth Management” 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 FIS Global Guardian Life Hundsun Technologies Refinitiv Refinitiv Eikon Salesforce TIAA-CREF

Score breakdown

Frequency
64.2
log-scaled weighted occurrences
Breadth
5.3
spread across providers
Quality lift
21.0
mean composite of providers using it
Cohesion
10.1
strength of nearest seed neighbor

Related tags

Investing 59 co-occurrences Investment Management 23 co-occurrences Financial-Services 112 co-occurrences Private Markets 20 co-occurrences Retirement 20 co-occurrences Financial Advisors 17 co-occurrences Alternative Investments 16 co-occurrences Brokerage 21 co-occurrences

Where this tag comes from

Provider tag193
Api tag28

Cohort brief

Auto-generated

The 183 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
183
all scored
Mean Kin Score
18.9
-5.0 vs catalog 23.9
Mean Agent Readiness
7.7
-4.3 vs catalog 12
Spread
1.1–61.4
median 13.6 · σ 13.3
How the 183 split by band
Exemplar 0Strong 3Developing 18Thin 28Emerging 82Minimal 52
Facet averages, against the whole catalog
FacetThis cohortCatalogDifferenceScored
Access Clarity 27.7 26.5 +1.2 183
Contract Governance 5.1 6.4 -1.3 183
Discoverability 58.8 61.2 -2.4 183
Operational Transparency 8.5 14 -5.5 183
Developer Ergonomics 16.7 23.4 -6.7 183
Contract Quality 10.1 19.8 -9.7 183

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) 4% 10% -6
MCP server (first-party) 7% 13% -6
Agent Skills 0% 0% 0
OAuth scopes 16% 11% +5
Security 98% 97% +1
Arazzo workflows 2% 2% 0
Governance rules 5% 14% -9

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 Wealth Reader 61.4
  2. 2 Upvest 55.4
  3. 3 Temenos 55.1
  4. 4 AdvicePay 53.3
  5. 5 Deutsche Bank 51.8
  6. 6 Orion Advisor Solutions 48.7
  7. 7 SS&C Technologies 48.2
  8. 8 Sun Life 47.3
  9. 9 Wealth.com 46.9
  10. 10 WealthKernel 45.9
Top by Agent Readiness
  1. 1 401GO 46.9
  2. 2 AltoIRA 44.7
  3. 3 Fifth Third Bancorp 43.7
  4. 4 lemon.markets 41.5
  5. 5 Deutsche Bank 39.4
  6. 6 Investec 37.6
  7. 7 Coutts 37.6
  8. 8 Fundrise 36.4
  9. 9 Upvest 36.3
  10. 10 SS&C Technologies 34.4
All 193 members of this roster resolve to a scored provider in the catalog.Generated from the catalog build of 15 September 2026, across 27661 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

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This tag 
curl "https://apis.io/api/v1/tags/wealth-management"
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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"

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