Wealth Management
Providers using this tag (28)
Affiliated Managers Group
Ameriprise Financial
Avaloq
Betterment
BNY (Bank of New York Mellon)
Carta
Cowrywise
Deutsche Bank
Ellevest
Envestnet
Evercore Inc
Feathery
Fidelity National Information Services (FIS)
Fiserv
Hundsun Technologies
Iress
M1 Finance
Morgan Stanley
regions-financial
Stifel Financial
Temenos
TIAA
TIAA-CREF
UBS
Upvest
Wealthbox
Wealthfront
WSFS Financial
APIs with this tag (10)
Bryn Mawr Trust wsfs-financial
Carta Portfolio API carta
Deutsche Bank API Program deutsche-bank
Ellevest Wealth Management API ellevest
Evercore Inc API evercore
Hundsun Wealth Management Platform hundsun
Morgan Stanley API morgan-stanley
Stifel Wealth Tracker stifel-financial
TIAA Wealth Management tiaa-cref
UBS Partner / KeyPort API ubs
Score breakdown
Frequency
49.8
log-scaled weighted occurrences
Breadth
2.2
spread across providers
Quality lift
34.1
mean composite of providers using it
Cohesion
9.0
strength of nearest seed neighbor
Related tags
Investments 5 co-occurrences
Portfolio-Management 5 co-occurrences
Banking 12 co-occurrences
Open Banking 7 co-occurrences
Financial-Services 11 co-occurrences
Financial 5 co-occurrences
Fintech 7 co-occurrences
Transaction 6 co-occurrences
Where this tag comes from
Provider tag25
Api tag11