{
  "page": "https://wealthtech.dev/about",
  "title": "About wealthtech.dev",
  "description": "What wealthtech.dev is, who it's for and how every fact on it is sourced.",
  "updated": "2026-10-22",
  "data": {
    "title": "About wealthtech.dev",
    "url": "https://wealthtech.dev/about",
    "description": "What wealthtech.dev is, who it's for and how every fact on it is sourced.",
    "summary": "wealthtech.dev maps how to connect to wealth technology. For each product it records API access, auth, sandbox, specs and MCP servers, with the source, a quote and the date checked.",
    "updated": "2026-10-22",
    "kind": "page",
    "markdown": "# About\n\n> wealthtech.dev maps how to connect to wealth technology. For each product it records API access, auth, sandbox, specs and MCP servers, with the source, a quote and the date checked.\n\nUpdated: 2026-10-22\n\n## What it's for\r\n\r\nIf you build software that talks to advisor technology, the first questions are always the same. Does this product have an API? How do I get keys? Is there a sandbox? Is there a spec I can generate a client from? Has the vendor shipped an MCP server for AI assistants yet?\r\n\r\nThe answers are scattered across developer portals, partner pages, help centers and press releases, and many of them are behind a partner login. This site collects what's on public pages, quotes it, and dates it, so you can see the answer and check it yourself in one click.\r\n\r\n## Who it's for\r\n\r\n- **Developers and product teams** integrating with advisor CRMs, planning tools, portfolio and reporting systems, custodians, aggregators and compliance platforms.\r\n- **The AI agents working for them.** Every page has a [Markdown and JSON version](/agents), there's a [JSON API](/api/v1/openapi.json), and [/llms.txt](/llms.txt) lists everything.\r\n- **Anyone working with SEC adviser data**, through the [Form ADV guide](/data/form-adv) and the [column dictionary](/data/form-adv/columns).\r\n\r\n## How it works\r\n\r\nEvery fact comes from a public page: we save the page, quote it and record the date we checked. If we couldn't find something, the page says so rather than guessing. We describe what vendors publish and don't rank products or take payment to change a fact. If something is wrong or out of date, email [corrections@wealthtech.dev](mailto:corrections@wealthtech.dev) with a public link.\r\n\r\nProduct names are trademarks of their owners. This site is about software and data, not financial advice.\r\n\r\nContact: [hello@wealthtech.dev](mailto:hello@wealthtech.dev).\n\n---\nSource: https://wealthtech.dev/about · CC BY 4.0\n"
  }
}