Wealth Management
Providers using this tag (199)
Ranked by API Evangelist rating — Exemplar and Strong are expanded by default.
Exemplar 1 Complete, well-documented, and agent-ready
Strong 1 Solid coverage with minor gaps
Developing 20 Usable, with meaningful gaps to close
Thin 26 Limited public surface area
Emerging 85 Early or largely undocumented
Northern TrustVanillaCowrywiseSyfeZoe FinancialNevis WealthMoneyboxFartherScripboxBlackcircleEllevestArtaSidekickMotilal OswalEndowusAvantosMorgan StanleyTrust & WillIressJump – Advisor AIStashAwayFacet WealthAdvisorCheckM1 FinanceUnchained CapitalFinaryWealthsimpleXapoAmber GroupIRALOGIXCacheBasic CapitalGuidelineMutual of America Life Insurance CompanyMasterworksWealthfrontBettermentCrowdStreetMoonfareInvestCloudHSBC USAConquestplanningDezervDaffyHerbieVennreEmpathyNorthwestern MutualAllocateVestedF.N.B. CorporationOptoTIFINHarness WealthBUXRaymond James BankCity National BankUBS Bank USAAbraHilltop HoldingswacaiAmeriprise FinancialSavvyBibitcaimitechNutmeg (J.P. Morgan Personal Investing)PlumWikifolioSarwaEton SolutionsiCapital NetworkSiollaAtomicBrightPlanDiversyFundFirst HorizonHalogen CapitalJiraafPluangAboonBlocPaliTrustCapitalFrecStifel FinancialUBS
Minimal 64 Almost no public developer surface
Cresset CapitalViseNordnetRockFiQPLIXSkience (The Athene Group)Jefferies Financial GroupFidelity InvestmentsPersonal CapitalRaymond James FinancialTitan InvestArcaFNZSigFigMagnetisWealorJanney Montgomery ScottHalo InvestingSEI InvestmentsSmartAssetCadreWealthObjectsSignal AdvisorsThndrJacobiWSFS FinancialForwardlaneSavEthicClose BrothersNet WorthE-3 TechFinaccessWarrenEvercorePowerup MoneyComericaAxiom TrustWillow WealthSavahqThe CoterieThe Vanguard GroupScalable CapitalOctavewealthJarPalus FinanceGetgroundAssetVaultManulifeNew York LifeFinnomenaOtisRUUTFortuCovestorJones Financial CompaniesLPL Financial HoldingsLu Pu Investment (陆浦投资)AI BankArtivestBlooomFincentricFutureadvisorRCS Capital
Unrated 2 Not yet scored
APIs with this tag (27)
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
Strong 1 Solid coverage with minor gaps
Developing 9 Usable, with meaningful gaps to close
Carta Portfolio APIEnables personal finance and wealth management platforms to aggregate equity holdings data for individuals,...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...SS&C Black Diamond Wealth Platform APIREST API and developer portal for the SS&C Advent Black Diamond wealth platform, covering portfolio, accoun...Refinitiv Knowledge Direct API (RKD)API for wealth management that provides access to Refinitiv hosted content and capabilities. It integrates ...
Thin 5 Limited public surface area
Addepar APIJSON:API-based REST API for portfolio management, transactions, positions, the ownership graph (entities/gr...Wealthbox CRM APIREST API for managing contacts, tasks, events, opportunities, projects, notes, workflows, custom fields, te...ADDX Open APIPublicly documented REST API that connects an external system to the ADDX platform. Roughly 68 operations a...Flanks APIOAuth2-secured wealth-data API covering the Connect flow (connectors, sessions, SCA resolution), Credential...AMG Wealth PlatformDigital platform providing financial advisors and their clients access to independent investment managers w...
Emerging 9 Early or largely undocumented
Xplan IntegrationsXplan Integrations connect Iress Xplan financial advice software to third-party applications, either throug...Avantos to SmartOffice Contact Sync APIA Guardian Online (GOL) API that connects Avantos and SmartOffice to synchronize contact data and support S...Wealthsqope Digital Developer PlatformInvestCloud's developer platform, branded "Wealthsqope Digital Developer". Its own public landing page adve...TIAA Wealth ManagementTIAA's wealth management services for individuals, including managed accounts, brokerage services, financia...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...AtlasFive Reporting APICustomer-scoped reporting APIs exposed by the AtlasFive platform, used to build tailored reporting on top o...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...
Minimal 2 Almost no public developer surface
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.
Score breakdown
Frequency
63.3
log-scaled weighted occurrences
Breadth
4.5
spread across providers
Quality lift
19.3
mean composite of providers using it
Cohesion
9.7
strength of nearest seed neighbor
Where this tag sits
199 providers carry this tag directly, and 209 counting the 3 narrower tags below — 10 more to reach.
Financial Services broader
Fintech broader
Investment broader
Financial Advisors
19 providers
Robo-Advisor
15 providers
WealthTech
17 providers
Related tags
Investing 58 co-occurrences
Financial Services 111 co-occurrences
Retirement 21 co-occurrences
Investment Management 21 co-occurrences
Financial Advisors 17 co-occurrences
Private Markets 19 co-occurrences
Financial Planning 17 co-occurrences
Alternative Investments 15 co-occurrences
Where this tag comes from
Provider tag199
Api tag27
Markets provisional
Kin Score markets whose measured providers carry this tag. Share is the fraction of the market's measured providers that carry it — it describes the market, not this tag.
| Market | Share of the market's providers |
|---|---|
| Asset and Wealth Management | 67% |
Cohort brief
Auto-generatedThe 190 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
190
of 199 in the catalog
Mean Kin Score
18.9
-3.3 vs catalog 22.2
Mean Agent Readiness
8.3
-3.7 vs catalog 12
Spread
0–67.8
median 13.6 · σ 13.6
How the 190 split by band
Exemplar 1Strong 1Developing 20Thin 26Emerging 85Minimal 57
Facet averages, against the whole catalog
| Facet | This cohort | Catalog | Difference | Scored |
|---|---|---|---|---|
| Access Clarity | 27.3 | 23.9 | +3.4 | 190 |
| Discoverability | 56.8 | 57.9 | -1.1 | 190 |
| Contract Governance | 5.2 | 6.5 | -1.3 | 190 |
| Operational Transparency | 8.4 | 13 | -4.6 | 190 |
| Developer Ergonomics | 17.4 | 23.2 | -5.8 | 190 |
| Contract Quality | 9.6 | 17.2 | -7.6 | 190 |
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) | 8% | 13% | -5 |
| MCP server (first-party) | 8% | 12% | -4 |
| Agent Skills | 0% | 0% | 0 |
| OAuth scopes | 17% | 11% | +6 |
| Security | 99% | 98% | +1 |
| Arazzo workflows | 2% | 2% | 0 |
| Governance rules | 7% | 16% | -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 Wealth Reader 67.8
- 2 Wealth.com 55.6
- 3 Orion Advisor Solutions 54.1
- 4 Altruist 53.1
- 5 Temenos 52.3
- 6 AdvicePay 50.4
- 7 Upvest 50.1
- 8 Deutsche Bank 48.2
- 9 AltoIRA 46.7
- 10 SS&C Technologies 45.5
Top by Agent Readiness
- 1 Morningstar 53.7
- 2 Deutsche Bank 48.4
- 3 401GO 47.8
- 4 Fifth Third Bancorp 44.9
- 5 lemon.markets 44.7
- 6 AltoIRA 42.3
- 7 Wealth Reader 42.2
- 8 Wealth.com 37.4
- 9 Investec 36.8
- 10 Coutts 36.8
All 199 members of this roster resolve to a provider in the
catalog; 190 carry a score (95%).
The figures above describe the scored members only.
Coverage caveat. 184 of 190 scored members had under half their catalog-attributable points satisfied at all (catalog_earned / catalog_max < 0.5). They are INCLUDED in the mean above. A large share here means the cohort mean is partly a measurement of how far our enrichment reached, not only of how these providers publish.Generated from the catalog build of 24 October 2026, across 31984 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.
Coverage caveat. 184 of 190 scored members had under half their catalog-attributable points satisfied at all (catalog_earned / catalog_max < 0.5). They are INCLUDED in the mean above. A large share here means the cohort mean is partly a measurement of how far our enrichment reached, not only of how these providers publish.Generated from the catalog build of 24 October 2026, across 31984 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.