Regulatory data sources
Public data from the SEC and FINRA about advisers and filings. Of 3 products here: 3 open.
| Product | API access | Auth | Sandbox | OpenAPI | Checked |
|---|---|---|---|---|---|
| FINRA API Platform Financial Industry Regulatory Authority (FINRA) | Open: self-serve docs and keys | OAuth 2.0 (client credentials) | Yes, self-serve | Not found | Oct 17, 2026 |
| SEC EDGAR APIs U.S. Securities and Exchange Commission | Open: self-serve docs and keys | None | Not found | Not found | Oct 17, 2026 |
| SEC Form ADV data files and IAPD compilation feeds U.S. Securities and Exchange Commission | Open: self-serve docs and keys | Not found | Not found | Not found | Oct 17, 2026 |
Other categories: Advisor CRM · Financial planning · Portfolio management and reporting · Custodians · Wealth platforms · Compliance and archiving · Prospecting data · Account aggregation · Market and reference data