wealthtech.dev

How to connect to wealth technology

API access, auth, sandboxes, specs and MCP servers for advisor CRMs, planning, portfolio, custodian, aggregation and compliance software. Every fact links to the page it came from, quotes it, and says when we checked.

44

products mapped

12

need a partner agreement before you get API keys

18

publish their API docs openly

8

live MCP servers or AI connectors

Products

Who has an API, how you get keys, whether there's a sandbox, and what the docs leave out. Filter by category or compare up to four.

MCP servers

Which vendors let an AI assistant read or write their data, who has to turn it on, and what it costs.

Regulatory data

Form ADV for data users, and a dictionary of all 448 columns in the SEC's monthly investment adviser file.

Browse by category

Latest changes

wealthtech.dev goes live Oct 17, 2026

  • First publication: 44 wealth technology products across 10 categories, each fact quoted from a public page and dated.
  • API access at launch: 10 open, 8 with open docs and keys by approval, 12 partner-gated, 10 with no public API found, 4 that blocked automated reading.
  • 11 MCP servers and AI connectors: 8 live, 3 announced.
  • Column dictionary for all 448 columns of the SEC's monthly investment adviser file, mapped to Form ADV Part 1A.
  • Every page available as Markdown and JSON, a read-only JSON API with an OpenAPI 3.1 spec, and llms.txt.

Full changelog ยท RSS

For agents

Every page has a Markdown and a JSON version. Add .md or .json to the path.