Use Case

Portfolio & Wealth Management

Positions, performance, and client portfolios.

27 providers 225 APIs 21 declared variants

Tracking holdings and performance across accounts — position keeping, valuation, rebalancing, attribution, and client and investment reporting.

27 API providers on the APIs.io network offer portfolio & wealth management. The highest-rated are Kraken, Amazon Migration Hub, Upvest, Wrike, Ally Invest.

Providers

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

Exemplar 1 Complete, well-documented, and agent-ready
Kraken Kraken is one of the world's largest and longest-running cryptocurrency exchanges, founded in 2011 and head... 24 APIs 68.0
Strong 3 Solid coverage with minor gaps
Amazon Migration Hub AWS Migration Hub provides a single location to track the progress of application migrations across multipl... 17 APIs 63.2 Upvest Upvest is a Berlin-based API-first investment infrastructure provider that enables banks, brokers, and weal... 35 APIs 63.2 Wrike Wrike is a collaborative work management platform used by 30,000+ organizations. The Wrike Developer Platfo... 17 APIs 61.7
Developing 7 Usable, with meaningful gaps to close
Ally Invest Ally Invest is an online brokerage platform offering commission-free self-directed trading of US stocks, ET... 11 APIs 55.4 BankruptcyWatch BankruptcyWatch is the proven creditor bankruptcy platform built with machine learning and intelligent auto... 4 APIs 52.2 MEXC MEXC is a global cryptocurrency exchange providing REST and WebSocket APIs for spot trading, perpetual futu... 12 APIs 50.5 Binance Binance is the world's largest cryptocurrency exchange by trading volume, providing APIs for spot trading, ... 28 APIs 50.3 Avaloq Avaloq is a leading provider of wealth management technology and digital banking solutions, offering over 7... 6 APIs 45.8 Archrock Archrock (NYSE: AROC) is the premier provider of natural gas compression services and equipment to customer... 4 APIs 44.7 ArchiMate ArchiMate is an open and independent enterprise architecture modeling language developed by The Open Group,... 3 APIs 42.8
Thin 10 Limited public surface area
Aladdin Studio Aladdin Studio is BlackRock's developer platform enabling institutional investors, asset managers, and weal... 10 APIs 41.2 Bloomberg News Bloomberg News is a leading global provider of financial news, data, and analysis, delivering breaking news... 5 APIs 41.1 CBRE CBRE Group, Inc. (NYSE: CBRE) is the world's largest commercial real estate services and investment firm, w... 1 API 40.5 SimCorp Dimension Investment management software solution providing APIs for portfolio management, accounting, risk managemen... 6 APIs 40.2 Blackstone Blackstone is the world's largest alternative asset manager with over $1 trillion in assets under managemen... 1 API 39.0 Veli Veli provides crypto investment strategies via API, enabling platforms to offer smart investment solutions ... 5 APIs 39.0 BlackRock BlackRock is the world's largest asset manager with over $10 trillion in assets under management. Through i... 1 API 37.0 BitMart BitMart is a global cryptocurrency exchange providing REST and WebSocket APIs for spot trading, perpetual f... 6 APIs 36.3 Bloomberg Professional Service Bloomberg Professional Service is a comprehensive financial data, news, and analytics platform serving inve... 9 APIs 31.7 Bloomberg Terminal The Bloomberg Terminal (Bloomberg Professional Service) is the flagship product of Bloomberg LP, providing ... 4 APIs 29.7
Emerging 5 Early or largely undocumented
Zions Bancorporation Zions Bancorporation is one of the nation's premier financial services companies, operating under local man... 3 APIs 27.9 Bloomberg Valuation Service (BVAL) Bloomberg Valuation Service (BVAL) is Bloomberg's evaluated pricing service providing independent fair valu... 3 APIs 27.0 Arch Coal Arch Coal was a St. Louis-based producer and marketer of metallurgical and thermal coal, renamed Arch Resou... 1 API 20.2 API Harmony API Harmony was an API discovery and recommendation tool from IBM Research that used graph-based search, ma... 1 API 19.7 AIS Group AIS Group is an analytics and investment management firm providing independent, data-driven insights across... 1 API 19.3
Minimal 1 Almost no public developer surface
UBS A Swiss multinational investment bank and financial services company and the world's largest wealth manager... 7 APIs 12.7

What Providers Actually Declared

This use case is a canonical term. These are the free-text strings providers wrote in their own apis.yml that map onto it.

API Portfolio ManagementAutomated RebalancingCorporate Real Estate Portfolio ManagementDigital Wealth ManagementIT Portfolio ManagementInvestment ResearchInvestment Research IntegrationLoan Portfolio MonitoringMigration Portfolio ManagementNFT Portfolio ManagementPerformance AttributionPortfolio ManagementPortfolio MonitoringPortfolio management and analysisPortfolio management and risk analysisProject Portfolio ManagementRobo-Advisor for CryptoTactical Asset AllocationWealth ManagementWealth Management Platform IntegrationWhite-Label Wealth Management

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