emerging · 0.3 market industry

Wealth Management

Score 23.3 / 100 192 providers +8 via APIs 26 APIs Search apis.io →

Providers using this tag (192)

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

Strong 1 Solid coverage with minor gaps
Wealth ReaderBank AggregationOpen BankingPSD2Financial Data2 APIs61.8
Developing 22 Usable, with meaningful gaps to close
Orion Advisor SolutionsFintechFinancial Advisorsportfolio-accounting1 API53.5TemenosBankingCloud BankingCore BankingDigital Banking12 APIs53.4UpvestBanking InfrastructureFintechInvestmentSecurities1 API51.0AdvicePayFinancial ServicesPaymentsBillingInvoicing1 API50.4Deutsche BankBankingFinanceOpen Banking36 APIs49.7Wealth.comCompanyEnterpriseEstate PlanningTax Planning1 API49.3AltoIRACompanyFinancial ServicesRetirementSelf-Directed IRA2 APIs46.6SS&C TechnologiesFinancial ServicesInvestment ManagementFund Administration2 APIs45.5MorningstarFinanceMarket DataInvestingStocks41 APIs44.5WealthKernelCompanyInvestingBrokerage1 API44.4ArchCompanyPrivate MarketsAlternative InvestmentsFintech1 API43.9LuminaryCompanyEstate PlanningFinancial Services1 API42.5Sun LifeInsuranceCanadaLife InsuranceHealth Insurance3 APIs42.4AltruistCompanyFintechCustody2 APIs41.9EraCompanyFintechArtificial IntelligencePersonal Finance1 API41.2Canoe IntelligenceAlternative InvestmentsPrivate MarketsDocument AutomationData Extraction3 APIs41.1Great-West LifecoInsuranceCanadaLife InsuranceHealth Insurance3 APIs40.3BroadridgeFortune 10001 API40.2AidentifiedCompanyData EnrichmentFinancial Services1 API40.0Charles SchwabAccountBankingBrokerageFinancial Services2 APIs40.0Fifth Third BancorpBankingUnited StatesEmbedded FinanceBanking as a Service1 API40.0FeatheryFormsForm BuilderMulti-Step FormsDocument Intelligence1 API39.8
Thin 28 Limited public surface area
InvestecFinancial ServicesBankingOpen BankingPSD23 APIs39.2lemon.marketsCompanyFintechBrokerageInvesting1 API38.8FundriseCompanyFinancial ServicesInvestingReal Estate2 APIs38.5FiservBankingFinancePayments4 APIs38.1AddeparCompanyFintechPortfolio Management1 API36.9401GOCompanyRetirement401kFinancial Services1 API36.5CouttsFinancial ServicesBankingPrivate Bank3 APIs35.1KanastraCompanyBankingBanking as a ServicePayments1 API35.1LIQID InvestmentsCompanyInvestingFinancial Services34.5TIAAFinanceFinancial DataFintechInsurance2 APIs33.8AvaloqBankingDigital BankingFinancial ServicesFintech2 APIs32.9AjaibCompanyFinancial ServicesInvestingBrokerage1 API31.3BlueLeafCompanyFintechFinancial Advisors31.0WealthboxCRMFinancial AdvisorsContact Management1 API30.8GorilaCompanyFintechInvestmentPortfolio Management1 API30.6EnvestnetFinanceOpen BankingAccount Aggregation6 APIs30.4ADDXDigital Securities ExchangePrivate MarketsTokenizationAlternative Investments1 API29.2Affiliated Managers GroupAsset ManagementInvestment ManagementFinancial Services4 APIs28.9Regions Financial CorporationBankingFinancial ServicesOpen BankingFDX1 API28.9CowrywiseFintechInvestmentSavings1 API28.8FlanksCompanyFinancial DataData Aggregation1 API28.6LightyearCompanyFinancial ServicesInvestingBrokerage28.5The Co-operatorsInsuranceCanadaProperty and CasualtyLife Insurance1 API28.3Morgan StanleyFinanceInvestment BankingBrokerage6 APIs27.5WealthfrontFinanceInvestmentPortfolio ManagementTax Optimization5 APIs27.1GoodvestCompanyClimate TechFintechFinancial Services27.0CAISCompanyAlternative InvestmentsFinancial Services1 API26.7MomentCompanyFixed IncomeBondsTrading1 API26.6
Emerging 77 Early or largely undocumented
Northern TrustFortune 500BankingAsset Servicing7 APIs25.4M1 FinanceInvestingFintechFractional SharesPortfolio Management3 APIs25.2Trust & WillCompanyEstate PlanningWills And TrustsProbate24.7BettermentRobo-AdvisorAutomated InvestingFinancial PlanningTax-Loss Harvesting1 API23.6StashAwayCompanyInvestingRobo-Advisor23.2Facet WealthCompanyFinancial ServicesFinancial Planning22.3SyfeCompanyFinancial ServicesInvesting22.2Unchained CapitalCompanyBitcoinCryptocurrencyFinancial Services21.0FinaryCompanyFintechPersonal Finance20.3Zoe FinancialFinancial AdvisorsTAMPInvestment Management20.3WealthsimpleCompanyFintechInvesting20.1XapoCompanyCryptoBitcoinBanking20.1Amber GroupCompanyFintechCryptocurrencyDigital Assets1 API20.0IRALOGIXCompanyFinancial ServicesRetirementIRA1 API19.9GuidelineCompanyRetirement401kIRA19.5Basic CapitalCompanyFintechRetirement401k19.4AdvisorCheckCompanyFinancial ServicesFintechRegulatory Data1 API19.3MasterworksArtArt InvestingAlternative InvestmentsFintech1 API19.3Mutual of America Life Insurance CompanyInsuranceLife InsuranceRetirementFinancial Services19.3VanillaCompanyEstate PlanningFinancial Advisors18.3CrowdStreetCompanyReal EstateCommercial Real EstateInvesting17.9EllevestFinancial ServicesInvestingFinancial Planning1 API17.8Jump – Advisor AICompanyArtificial IntelligenceFinancial Advisors17.7MoonfareCompanyPrivate EquityVenture CapitalFintech17.6InvestCloudCompanyFinancial ServicesInvestment Management1 API17.1HSBC USAFinancial ServicesBankingUnited StatesCorporate Banking2 APIs16.9DezervCompanyServicesInvestment15.4MoneyboxCompanyFinancial ServicesFintech14.9DaffyCompanyFintechCharitable GivingDonor Advised Fund14.8HerbieCompanyEstate PlanningLegal TechWills And Trusts14.7Nevis WealthCompanyFintechWealthTech14.7EmpathyCompanyEstate PlanningGrief SupportInsurance14.6VennreCompanyFintechWealthTech14.6Ameriprise FinancialFinancial PlanningRetirementInsurance1 API14.3Northwestern MutualInsuranceLife InsuranceFinancial Services14.3AllocateCompanyPrivate MarketsFintech14.2VestedCompanyFinancial ServicesFintechInvesting14.0ScripboxCompanyConsumerFinancial Services13.6TIFINCompanyFinancial ServicesAsset Management13.6OptoCompanyPrivate MarketsInvestment13.5F.N.B. CorporationFinancial ServicesBankingUnited StatesRegional Bank1 API13.4FartherCompanyFintechFinancial Services13.3Harness WealthCompanyFinancial ServicesTax13.3BUXCompanyFintechInvestingNeobroker13.1City National BankFinancial ServicesBankingUnited StatesSuper-Regional Bank13.1Raymond James BankFinancial ServicesBankingUnited States1 API13.1UBS Bank USAFinancial ServicesBankingUnited States13.1AbraCompanyCryptoDigital Assets12.8ArtaCompanyFintechInvesting12.8SidekickCompanyInvestingSavings12.8Stifel FinancialFinanceInvestment BankingOpen Banking3 APIs12.8wacaiCompanyFintechPersonal FinanceAccounting1 API12.8SavvyCompanyFinancial ServicesInvestment Management12.6BibitCompanyFintechInvestmentMutual Funds12.5caimitechCompanyFintechPersonal Finance12.4EndowusCompanyFintechInvesting12.4Hilltop HoldingsBankingInsuranceFinancial ServicesMortgage12.4WikifolioCompanyFintechSocial TradingCopy Trading12.4Nutmeg (J.P. Morgan Personal Investing)CompanyRobo-AdvisorInvesting12.3PlumCompanyFintechPersonal FinanceSavings12.3Motilal OswalCompanyFintechFinancial ServicesBrokerage12.2SarwaCompanyFintechInvesting12.2Eton SolutionsCompanyFamily OfficeWealth Technology1 API12.1iCapital NetworkCompanyFinancial ServicesAlternative InvestmentsPrivate Markets12.1SiollaCompanyFintechInvestment11.9AtomicCompanyInvestingBrokerage11.7BrightPlanFinancial WellnessFinancial PlanningEmployee BenefitsHuman Resources11.7First HorizonUnited StatesBankingFinancial ServicesTreasury Management5 APIs11.6PluangCompanyConsumerFintechInvesting11.6BlocPalCompanyFintechDigital Banking11.5DiversyFundCompanyReal EstateInvestingPrivate Markets11.5Halogen CapitalCompanyFinancial ServicesFund ManagementDigital Assets11.5JiraafCompanyFintechBondsFixed Income11.5AboonCompanyFintechRetirement401k11.4FrecCompanyFintechInvesting11.4iTrustCapitalCompanyFinancial ServicesCryptocurrencyDigital Assets11.4UBSFinanceBanksInvestment Banking7 APIs11.3
Minimal 62 Almost no public developer surface
AvantosCompanyAi MlFinancial Services10.9Halo InvestingCompanyFinancial ServicesFintechWealthTech10.7SEI InvestmentsFinancial ServicesAsset ManagementInvestment Processing10.6ViseCompanyFintechInvestment Management10.5RockFiCompanyFinancial ServicesPrivate Banking10.3SmartAssetCompanyFinancial ServicesFintechFinancial Advisors10.2CadreCompanyFintechInvestmentReal Estate10.1Signal AdvisorsCompanyFinancial ServicesFintechInsurance10.0QPLIXCompanyFinancial ServicesPortfolio Management9.7ThndrCompanyFintechInvestingBrokerage9.7JacobiCompanyInvestment ManagementPortfolio AnalyticsAsset Allocation9.5Skience (The Athene Group)CompanyFinancial ServicesWealthTech9.5WSFS FinancialBankingTrust ServicesCash Logistics9.5SavCompanyFintechFinancial ServicesSavings9.4ForwardlaneCompanyDecision IntelligenceEnterprise AIFinancial Services9.3EthicCompanyInvestingAsset Management9.2EvercoreInvestment BankingAdvisory1 API9.0Close BrothersFinancial ServicesBankingMerchant BankingSpecialist Lending8.6Net WorthCompanyFintechRetirementFinancial Planning8.3Jefferies Financial GroupAsset ManagementCapital MarketsStocksFinancial Services8.1E-3 TechCompanyInvestmentPrivate EquityMergers and Acquisitions7.9IressFinancial DataMarket DataTrading1 API7.9Fidelity InvestmentsFinancial ServicesAsset ManagementBrokerage7.7FinaccessCompanyFinancial ServicesAsset ManagementInvestment Funds7.7WarrenCompanyFintechInvestment7.6Personal CapitalCompanyFintechPersonal Finance7.4Powerup MoneyCompanyFintechInvesting7.4ComericaBankingCommercial BankingFinancial ServicesRetail Banking7.1Raymond James FinancialAsset ManagementBankingBrokerageCapital Markets6.9Titan InvestCompanyInvestmentFintech6.5Willow WealthCompanyAlternative InvestmentsPrivate MarketsInvesting6.4ArcaCompanyAi MlFintechFinancial Services6.3Axiom TrustCompanyTrust ServicesFiduciary6.3The CoterieCompanyFintechPrivate Markets6.1SavahqCompanyTrustEstate PlanningLegal Tech6.0The Vanguard GroupActive ManagementAdvisor ServicesAsset ManagementBrokerage6.0OctavewealthCompanyPersonal FinanceFintech5.6Scalable CapitalCompanyFinancial ServicesFintechNeobroker5.4JarFintechMicro SavingsDigital GoldGold Investment5.2Palus FinanceCompanyFinancial ServicesFintechTreasury Management5.1SigFigCompanyFintechRobo-Advisor4.1GetgroundCompanyProperty InvestmentBuy-to-Let3.7AssetVaultCompanyFintechEstate Planning3.6ManulifeAsset ManagementBankingFinancial ServicesInsurance3.5FinnomenaCompanyFintechInvesting3.4MagnetisCompanyFintechInvesting3.4OtisCompanyFintechInvestingAlternative Assets3.4RUUTCompanyFinanceFintechInvesting3.4WealorCompanyFintechArtificial Intelligence3.3Janney Montgomery ScottAsset ManagementBrokerageCapital MarketsFinancial Planning3.2New York LifeInsuranceFinancial ServicesLife Insurance3.1FortuCompanyFintechPrivate Banking2.7CovestorCompanyFintechInvesting2.5Jones Financial CompaniesFinancial ServicesInvestment Management2.5LPL Financial HoldingsBroker-DealerFinancial ServicesHolding CompanyInvestment Advisory2.5Lu Pu Investment (陆浦投资)CompanyFinancial ServicesFund Management2.5AI BankCompanyBankingDigital BankingFinancial Services2.1ArtivestCompanyDefunctAcquiredFinancial Services0.0BlooomCompanyRetirement401k0.0FincentricCompanyBankingCore BankingCredit Union0.0FutureadvisorCompanyFinancial ServicesRobo-Advisor0.0RCS CapitalBroker-DealerCetera Financial GroupDefunctFinancial Services0.0
Unrated 2 Not yet scored
OpenInvestCompanyFintechInvestingESGUnited CapitalCompanyFintechFinancial Advisors

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...91.0
Strong 1 Solid coverage with minor gaps
FIS Wealth Management APIFIS wealth management APIs enable integration with portfolio management, account aggregation, trading, and ...57.6
Developing 8 Usable, with meaningful gaps to close
Estimates API for WealthAPI providing access to consensus estimates data for wealth management applications. Delivers analyst estim...49.3Funds API for WealthAPI providing access to Lipper fund data for wealth management applications. Delivers fund performance, cla...49.3News API for WealthAPI providing access to financial news content for wealth management applications. Delivers real-time and h...49.3Ownership API for WealthAPI providing access to institutional and fund ownership data for wealth management applications. Delivers ...49.3Refinitiv Knowledge Direct APIWeb services API integrating financial market data, news, and analytics into websites, trading platforms, a...49.3Search APIAPI enabling search across organizations, instruments, quotes, and economic indicators on the Refinitiv Dat...49.3Refinitiv Knowledge Direct API (RKD)API for wealth management that provides access to Refinitiv hosted content and capabilities. It integrates ...45.8SS&C Black Diamond Wealth Platform APIREST API and developer portal for the SS&C Advent Black Diamond wealth platform, covering portfolio, accoun...45.5
Thin 5 Limited public surface area
Addepar APIJSON:API-based REST API for portfolio management, transactions, positions, the ownership graph (entities/gr...36.9Wealthbox CRM APIREST API for managing contacts, tasks, events, opportunities, projects, notes, workflows, custom fields, te...30.8ADDX Open APIPublicly documented REST API that connects an external system to the ADDX platform. Roughly 68 operations a...29.2AMG Wealth PlatformDigital platform providing financial advisors and their clients access to independent investment managers w...28.9Flanks APIOAuth2-secured wealth-data API covering the Connect flow (connectors, sessions, SCA resolution), Credential...28.6
Emerging 9 Early or largely undocumented
Carta Portfolio APIEnables personal finance and wealth management platforms to aggregate equity holdings data for individuals,...25.1Ellevest Wealth Management APIREST APIs powering Ellevest's wealth management platform, including portfolio management, financial goal tr...17.8Avantos to SmartOffice Contact Sync APIA Guardian Online (GOL) API that connects Avantos and SmartOffice to synchronize contact data and support S...17.2TIAA Wealth ManagementTIAA's wealth management services for individuals, including managed accounts, brokerage services, financia...17.2Wealthsqope Digital Developer PlatformInvestCloud's developer platform, branded "Wealthsqope Digital Developer". Its own public landing page adve...17.1Ameriprise Financial WebsiteAmeriprise Financial is a diversified financial services company providing financial planning, products, an...14.3Stifel Wealth TrackerStifel Wealth Tracker is a client-facing portfolio management portal enabling investors to monitor account ...12.8AtlasFive Reporting APICustomer-scoped reporting APIs exposed by the AtlasFive platform, used to build tailored reporting on top o...12.1UBS Partner / KeyPort APIUBS Partner and KeyPort form the enterprise integration surface used by partner banks, external asset manag...11.3
Minimal 2 Almost no public developer surface
Hundsun Wealth Management PlatformWealth management platform for banks and wealth managers covering portfolio management, product distributio...9.6Evercore Inc APIThe Evercore Inc API provides access to platform services and data for enterprise integration and automation.9.0

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
64.0
log-scaled weighted occurrences
Breadth
5.0
spread across providers
Quality lift
22.6
mean composite of providers using it
Cohesion
10.5
strength of nearest seed neighbor

Where this tag sits

192 providers carry this tag directly, and 199 counting the 3 narrower tags below — 7 more to reach.

Financial Services broader Fintech broader Investment broader Financial Advisors 19 providers Robo-Advisor 15 providers WealthTech 14 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 Brokerage 22 co-occurrences Investment 24 co-occurrences

Where this tag comes from

Provider tag192
Api tag26

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
19
-3.9 vs catalog 22.9
Mean Agent Readiness
8.2
-3.7 vs catalog 11.9
Spread
0–61.8
median 13.4 · σ 13.5
How the 183 split by band
Exemplar 0Strong 1Developing 22Thin 28Emerging 77Minimal 55
Facet averages, against the whole catalog
FacetThis cohortCatalogDifferenceScored
Access Clarity 28 26.5 +1.5 183
Contract Governance 5 6.3 -1.3 183
Discoverability 56.7 58.1 -1.4 183
Operational Transparency 8.7 13.7 -5 183
Developer Ergonomics 17.3 23.2 -5.9 183
Contract Quality 9.5 17.6 -8.1 183

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) 9% 14% -5
MCP server (first-party) 9% 12% -3
Agent Skills 0% 0% 0
OAuth scopes 18% 11% +7
Security 99% 98% +1
Arazzo workflows 2% 2% 0
Governance rules 6% 14% -8

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 61.8
  2. 2 Orion Advisor Solutions 53.5
  3. 3 Temenos 53.4
  4. 4 Upvest 51
  5. 5 AdvicePay 50.4
  6. 6 Deutsche Bank 49.7
  7. 7 Wealth.com 49.3
  8. 8 AltoIRA 46.6
  9. 9 SS&C Technologies 45.5
  10. 10 Morningstar 44.5
Top by Agent Readiness
  1. 1 Morningstar 56.8
  2. 2 Deutsche Bank 47.2
  3. 3 401GO 44.8
  4. 4 Fifth Third Bancorp 43.7
  5. 5 AltoIRA 42.6
  6. 6 lemon.markets 41.5
  7. 7 Wealth Reader 40.7
  8. 8 Fundrise 36.4
  9. 9 Upvest 36.3
  10. 10 Investec 35.4
All 192 members of this roster resolve to a scored provider in the catalog.Generated from the catalog build of 5 October 2026, across 29093 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"
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"

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