Wealth Management
Providers using this tag (214)
Ranked by API Evangelist rating — Exemplar and Strong are expanded by default.
Exemplar 2 Complete, well-documented, and agent-ready
Developing 23 Usable, with meaningful gaps to close
Thin 24 Limited public surface area
Emerging 96 Early or largely undocumented
VanillaGhostfolioOtto Financemilemarker-coCowrywiseSyfeZoe FinancialFartherNevis WealthPerpetualBlackcircleMoneyboxClearMind CapitalSidekickScripboxViseEndowusMotilal OswalCresset CapitalEllevestRockFiAvantosTrust & WillGoodvestStashAwayJump – Advisor AIMasterworksXapoAdvisorCheckFinaryBasic CapitalWealthsimpleMutual of America Life Insurance CompanyFacet WealthIRALOGIXGuidelineUnchained CapitalM1 FinanceCacheMoonfareFinvygoInvestCloudAmber GroupCrowdStreetBettermentDezervWealthfrontHSBC USAEmpathyHarness WealthConquestplanningF.N.B. CorporationVestedBUXVennreHUB24OptoHerbieNorthwestern MutualHalo InvestingEton SolutionsTIFINWikifolioAmeriprise FinancialDaffyAllocateBibitRaymond James BankBrightPlaniCapital NetworkHilltop HoldingsThndrCity National BankSavvyBlocPalJiraafPlumAtomicHalogen CapitalAboonSEI InvestmentsUBS Bank USASiollawacaiCadreAbraBOTS CapitalcaimitechSignal AdvisorsPluangWealthObjectsNutmeg (J.P. Morgan Personal Investing)SmartAssetFirst HorizoniTrustCapitalDiversyFund
Minimal 65 Almost no public developer surface
NordnetArtaJefferies Financial GroupSkience (The Athene Group)QPLIXFidelity InvestmentsFremont GroupArcaPersonal CapitalRaymond James FinancialCREALOGIX AG.Insignia FinancialTitan InvestFNZSigFigMagnetisWealorJanney Montgomery ScottSarwaUBSStifel FinancialEthicJacobiForwardlaneSavWSFS FinancialClose BrothersFrecE-3 TechNet WorthJarThe Vanguard GroupArtaAxiom TrustComericaWarrenWillow WealthEvercoreFinaccessPowerup MoneyOctavewealthScalable CapitalGetgroundThe CoteriePalus FinanceSavahqManulifeAssetVaultNew York LifeFinnomenaLu Pu Investment (陆浦投资)OtisRUUTIntellect Design Arena LtdFinancial EnginesFortuCovestorJones Financial CompaniesLPL Financial HoldingsAI BankArtivestBlooomFincentricFutureadvisorRCS Capital
Unrated 2 Not yet scored
APIs with this tag (29)
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 10 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...Carta Portfolio APIEnables personal finance and wealth management platforms to aggregate equity holdings data for individuals,...Envestnet Platform APIsREST APIs for the Envestnet wealth platform listed on the Envestnet Developer Portal: Account Opening (mana...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 6 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...Xplan IntegrationsXplan Integrations connect Iress Xplan financial advice software to third-party applications, either throug...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...ADDX Open APIPublicly documented REST API that connects an external system to the ADDX platform. Roughly 68 operations a...
Emerging 7 Early or largely undocumented
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...HUB24 API LibraryHUB24's developer centre (developer.hub24.com.au) provides an API library for developers integrating with H...AtlasFive Reporting APICustomer-scoped reporting APIs exposed by the AtlasFive platform, used to build tailored reporting on top o...Ameriprise Financial WebsiteAmeriprise Financial is a diversified financial services company providing financial planning, products, an...Ellevest Wealth Management APIREST APIs powering Ellevest's wealth management platform, including portfolio management, financial goal tr...
Minimal 4 Almost no public developer surface
UBS Partner / KeyPort APIUBS Partner and KeyPort form the enterprise integration surface used by partner banks, external asset manag...Stifel Wealth TrackerStifel Wealth Tracker is a client-facing portfolio management portal enabling investors to monitor account ...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.
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
60.6
log-scaled weighted occurrences
Breadth
2.8
spread across providers
Quality lift
18.9
mean composite of providers using it
Cohesion
10.0
strength of nearest seed neighbor
Where this tag sits
214 providers carry this tag directly, and 226 counting the 3 narrower tags below — 12 more to reach.
Financial Services broader
Fintech broader
Investment broader
Financial Advisors
21 providers
Robo-Advisor
16 providers
WealthTech
17 providers
Related tags
Investing 58 co-occurrences
Financial Services 115 co-occurrences
Financial Advisors 18 co-occurrences
Financial Planning 20 co-occurrences
Retirement 21 co-occurrences
Investment Management 21 co-occurrences
Private Markets 19 co-occurrences
Asset Management 26 co-occurrences
Where this tag comes from
Provider tag214
Api tag29
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 196 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
196
of 214 in the catalog
Mean Kin Score
19.7
-4.4 vs catalog 24.1
Mean Agent Readiness
8.3
-5.8 vs catalog 14.1
Spread
0–71.6
median 14.6 · σ 14.7
How the 196 split by band
Exemplar 2Strong 2Developing 23Thin 24Emerging 91Minimal 54
Facet averages, against the whole catalog
| Facet | This cohort | Catalog | Difference | Scored |
|---|---|---|---|---|
| Access Clarity | 32.2 | 30 | +2.2 | 196 |
| Discoverability | 57.1 | 59.1 | -2 | 196 |
| Contract Governance | 6.6 | 9.7 | -3.1 | 196 |
| Operational Transparency | 8.7 | 13.2 | -4.5 | 196 |
| Developer Ergonomics | 18.1 | 24.5 | -6.4 | 196 |
| Contract Quality | 9.7 | 18.6 | -8.9 | 196 |
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) | 9% | 18% | -9 |
| MCP server (first-party) | 9% | 16% | -7 |
| Agent Skills | 0% | 0% | 0 |
| OAuth scopes | 17% | 13% | +4 |
| Security | 99% | 99% | 0 |
| Arazzo workflows | 2% | 1% | +1 |
| Governance rules | 17% | 36% | -19 |
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 Orion Advisor Solutions 71.6
- 2 Wealth Reader 67.3
- 3 Altruist 64.9
- 4 Temenos 54.3
- 5 Wealth.com 52.9
- 6 AltoIRA 52.8
- 7 Morningstar 51.2
- 8 Deutsche Bank 50.6
- 9 Upvest 50.5
- 10 AdvicePay 50.3
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 214 members of this roster resolve to a provider in the
catalog; 196 carry a score (92%).
The figures above describe the scored members only.
Coverage caveat. 186 of 196 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 14 November 2026, across 41591 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. 186 of 196 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 14 November 2026, across 41591 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.