# wealthtech.dev

> How to connect to wealth technology: API access, auth, sandboxes, OpenAPI specs and MCP servers for advisor CRMs, planning, portfolio, custodian, aggregation and compliance software, plus SEC Form ADV data for developers. Every fact has a source URL, a verbatim quote and the date it was checked.

Facts are licensed CC BY 4.0 (attribution "wealthtech.dev"). MCP server (read-only, no key): https://mcp.wealthtech.dev/mcp. JSON API: https://wealthtech.dev/api/v1/openapi.json. Full corpus in one file: https://wealthtech.dev/llms-full.txt.

## Products

- [Wealth technology APIs: access, sandboxes and MCP at a glance](https://wealthtech.dev/products.md): Of 44 products here: 10 open, 8 docs open, keys gated, 12 partner-gated, 10 none found, 4 unreadable.
- [Addepar API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/addepar.md): Addepar's API documentation is public, but keys come from a client firm's administrator, who creates a key and secret inside Addepar. Limits are 50 requests per 15 minutes and 1,000 per 24 hours at the firm level; development environments are available through your Addepar contact.
- [AdvisorEngine CRM API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/advisorengine-crm.md): No public developer documentation or API access process was found on AdvisorEngine's site. The home page lists CRM among its platform components and links to a demo request.
- [AdvizorPro API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/advizorpro.md): AdvizorPro's public API article directs customers to their Customer Success Manager, who connects them with the integrations team. Its home page lists CRM sync, API, Snowflake and AI-assistant connections.
- [Advyzon API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/advyzon.md): No public developer documentation or API access process was readable on Advyzon's site. Its home page describes one unified platform with built-in CRM and AI; the integrations page paths tried returned 404 and /api failed to load.
- [Akoya API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/akoya.md): Akoya provides FDX-based REST APIs for consumer-permissioned financial data, including an Investments endpoint for holdings. Developers register through the Data Recipient Hub for a sandbox with a mock provider, and Akoya publishes OpenAPI specs and a Postman collection.
- [Altruist API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/altruist.md): Altruist publishes its developer documentation openly, but credentials need approval: a request form for the Open API (OAuth 2.0 authorization code, sandbox with mock data), a limited beta for the Realtime APIs (60 reads and 30 writes per minute), and SFTP flat files delivered daily.
- [Asset-Map API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/asset-map.md): Asset-Map publishes a Platform Partner API Overview listing household search, household info, instrument and member endpoints. Access needs a client id and secret that Asset-Map issues on request after a partnership questionnaire.
- [Black Diamond API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/black-diamond.md): No Black Diamond developer documentation was readable: developer.sscblackdiamond.com failed to load and sscinc.com returned 403, and the pages that did load contain none. Black Diamond publishes a public integrations page, and claude.com lists an MCP connector at https://bd3.bdreporting.com/mcp that requires sign-in.
- [Boldin API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/boldin.md): Boldin publishes developer docs for a REST Tenant Data API, embeddable widgets and an MCP server. The API uses an API key generated by a tenant admin, and an OpenAPI specification is downloadable from the reference page.
- [ByAllAccounts API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/byallaccounts.md): ByAllAccounts, a Morningstar product, documents its investor and advisor account aggregation APIs publicly, but credentials and a DEV Firm ID are issued only after contracting. It offers a REST API with embedded OpenAPI 3.0.1 definitions, a DataConnect XML API, UI components and a Postman collection.
- [COMPLY (Comply for RIA, formerly RIA in a Box) API and MCP](https://wealthtech.dev/products/comply.md): Comply for RIA (formerly RIA in a Box) is part of Comply's compliance software. No public API documentation was found; Comply lists integration partners and announced a ComplyAI MCP Server in April 2026 without publishing an endpoint.
- [Conquest Planning API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/conquest-planning.md): Conquest says it offers an open, two-way API to its SAM engine but publishes no developer documentation. It also describes an MCP server that firms enable through a short setup and agreement with Conquest.
- [Docupace API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/docupace.md): Docupace offers REST APIs for uploading documents into its books-and-records storage or workflows. Credentials require a signed 3rd Party Access Agreement, and the developer portal documentation sits behind a login.
- [eMoney Advisor API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/emoney.md): eMoney's APIs use certificate-based authentication: you give eMoney an X.509 certificate and receive an admin-level ID. The published rate limit is 60 concurrent calls, with 250 calls per hour on Monte Carlo endpoints. Third-party integration requests go through eMoney's review and are not guaranteed approval.
- [Envestnet Tamarac API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/envestnet-tamarac.md): Envestnet Tamarac has two APIs described publicly: a REST Batch API for bulk reports and an External API for real-time client, household and group data. Reference, documentation and credentials require Envestnet Developer Portal credentials, requested through your Account Manager.
- [Envestnet Wealth Data Platform API: access, auth, sandbox and MCP](https://wealthtech.dev/products/envestnet-wealth-data-platform.md): The name Wealth Data Platform does not appear on Envestnet's public pages. Envestnet's developer portal lists products including Data Extracts, which delivers nightly files to a secure FTP site configured by Envestnet Tech Support, and Investor Experience APIs.
- [Fidelity Wealthscape Integration Xchange API: access, auth, sandbox and MCP](https://wealthtech.dev/products/fidelity-integration-xchange.md): Fidelity's Integration Xchange is a gated digital store for Wealthscape integrations: real-time APIs and single sign-on, plus bulk data feeds and FIX. You request access and work with an integration consultant; documentation is not public.
- [Mastercard Open Finance US (Finicity) API: access, auth, sandbox and MCP](https://wealthtech.dev/products/finicity.md): Mastercard Open Finance US, provided by Finicity, is a REST API with a self-serve Sandbox project and a published OpenAPI 3.0.3 spec. Investment account data comes through the general account and transaction APIs, and Production access requires a contract with Mastercard.
- [FINRA API Platform API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/finra-api.md): FINRA's API Platform exposes Query, Notification and Submission APIs plus fileX file transfer, with public docs and a dataset catalog. Credentials are created in the API Console in FINRA Gateway; a Mock credential and a $0 Public credential exist, and a Firm credential is $1,650 per month.
- [Global Relay API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/global-relay.md): Global Relay publishes docs for four archiving APIs (conversation, event, voice, email) that send communications data into its archive. Credentials are issued by an implementation engineer after enrollment, auth is OAuth 2.0 client credentials, and the Conversation Archiving API is limited to 1000 requests per minute on /conversations and 200 on /files.
- [Holistiplan API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/holistiplan.md): Holistiplan's Public API uses OAuth 2.0 client credentials against api.holistiplan.com/v2, and access is evaluated case by case. The published limit is 1,000 requests per hour per client in production, and tokens expire after 10 hours.
- [HubSpot API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/hubspot.md): HubSpot's developer docs are public and a developer account is the entry point. Apps authenticate with OAuth or a static access token, rate limits depend on app type and subscription tier, and HubSpot runs a remote MCP server for CRM data.
- [Income Lab API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/income-lab.md): No public Income Lab developer API was found. Its help center lists the integration partners it connects to, including BridgeFT, Orion, Redtail and several custodians.
- [Less Annoying CRM API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/less-annoying-crm.md): Less Annoying CRM documents a JSON API openly; API keys are managed on the account's Programmer API settings page, and calls are POSTs to a single URL. Webhooks are supported for a limited set of events, and OAuth is for registered integration partners only.
- [Milemarker API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/milemarker.md): Milemarker is a data platform for wealth firms. Its site lists a REST API with webhooks and a remote MCP server, but publishes no API documentation; access is by request.
- [MoneyGuide API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/moneyguide.md): MoneyGuide data is exposed through Envestnet's Investor Experience APIs, which return goal summary, expense timeline and success meter data. Access to the reference, documentation and credentials requires Envestnet Developer Portal credentials, and Envestnet asks you to contact your Account Manager.
- [Morningstar Direct Web Services API: access, auth, sandbox and MCP](https://wealthtech.dev/products/morningstar.md): Morningstar's developer site publishes Direct Web Services (REST) documentation, and API calls use your own Morningstar credentials under a license. Its MCP server at https://mcp.morningstar.com/mcp requires a licensed Morningstar account.
- [NaviPlan API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/naviplan.md): No public NaviPlan developer documentation was found. InvestCloud's NaviPlan page mentions an MX integration, and the old Advicent NaviPlan APIs address now redirects to that page.
- [Nitrogen API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/nitrogen.md): Nitrogen's API documentation is public as a Postman collection, but access is by approval only through your account representative. It is a REST API using OAuth 2.0 authorization code flow, with a Nitrogen review required before production.
- [Orion API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/orion.md): Orion's API is partner-gated: the full documentation requires API credentials, which you ask your technical contact at Orion for. A test environment (testapi.orionadvisor.com) is available on request, and Orion lists an MCP connector for Claude.
- [BNY Pershing Wove API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/pershing-wove.md): BNY Pershing exposes a Pershing/Wealth Services section in the BNY Developer Marketplace. It requires an active platform account and a subscription with a consumer key and secret; one Performance API is listed publicly, and the Wove Connect catalog was not readable.
- [Plaid Investments API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/plaid-investments.md): Plaid Investments returns holdings, securities and up to 24 months of investment transactions over a REST API. API keys come from a Dashboard sign-up, a free Sandbox is available, and Plaid publishes an OpenAPI 3.0 spec and official client libraries for five languages.
- [Practifi API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/practifi.md): Practifi's API reference is public and sits on top of the Salesforce REST API using the OAuth 2.0 authorization code flow. You need a Practifi org or a partner development environment (email integrate@practifi.com) to call it; limits follow the Salesforce org's daily cap.
- [Redtail CRM API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/redtail.md): Redtail's public pages describe a flexible open API framework and 100+ integrations, but no developer documentation was readable (the API path returned 403). Orion's own page says its Claude MCP connector links Claude to Orion Connect and Redtail CRM once a firm's technical administrator enables it, and the connector's listing shows Redtail tools that both read records and create them (redtail_add_activity, redtail_add_opportunity, redtail_create_note).
- [RightCapital API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/rightcapital.md): No public RightCapital developer API was found. Its help center documents integrations that advisors connect from the Integrations tab of the Advisor Portal, including custodians, aggregators, CRMs and SSO options.
- [Salentica API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/salentica.md): salentica.com redirects to SS&C Black Diamond's CRM page, which lists two CRM options built on the Salesforce Lightning Platform and Microsoft Dynamics 365. No CRM-specific developer documentation was found.
- [Salesforce Financial Services Cloud API: access, auth, sandbox and MCP](https://wealthtech.dev/products/salesforce-financial-services-cloud.md): Salesforce's REST API is documented openly and a free Developer Edition org lets you test against it. Authorization uses OAuth 2.0 through an external client app or connected app. The product page now calls Financial Services Cloud 'Agentforce Financial Services'.
- [Schwab Advisor Services API: access, auth, sandbox and MCP](https://wealthtech.dev/products/schwab-advisor-services.md): Schwab runs a public developer portal where you register, request access to an API product and wait for approval. Its APIs use OAuth 2.0 authorization code and a sandbox is available per product; Advisor Services API details were not readable without registration.
- [SEC EDGAR APIs API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/sec-edgar.md): SEC EDGAR's data.sec.gov offers free RESTful JSON APIs for filing history by company and XBRL financial-statement data, with no API key. Automated requests must declare a User-Agent and stay under 10 requests per second.
- [SEC Form ADV data files and IAPD compilation feeds API and MCP](https://wealthtech.dev/products/sec-form-adv-data.md): The SEC and IAPD publish Form ADV data as downloadable files: .csv Form ADV Part 1 files (the sec.gov FOIA page says before 2025; the adviserinfo.sec.gov page says from January 2001 through the most recent quarter), zip files of Investment Adviser Information Reports on sec.gov, and XML compilation feeds on adviserinfo.sec.gov for SEC-registered, exempt reporting and state advisers. No key is needed; the IAPD manifest lists feeds dated October 16, 2026.
- [Smarsh API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/smarsh.md): Smarsh publishes an overview of its V3 REST APIs for communications capture, search, export and supervision, but access is limited to customers and approved partners. Authentication is OAuth 2.0 client credentials provisioned through a Smarsh representative, and the detailed documentation sits behind a login.
- [Wealthbox API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/wealthbox.md): Wealthbox publishes its REST API docs openly and lets an account holder create a personal API access token in settings, which the docs say is reserved for personal integrations and testing. OAuth for partner apps requires emailing Wealthbox for client credentials, and requests are throttled to about one per second over five minutes.
- [YCharts API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/ycharts.md): YCharts' API pages blocked automated reading (HTTP 405), so no API facts were captured. The YCharts homepage loads but its text does not mention an API.
- [Envestnet Yodlee API: access, auth, sandbox and MCP (checked Oct 2026)](https://wealthtech.dev/products/yodlee.md): Envestnet Yodlee publishes a public REST API reference and an OpenAPI 2.0 spec on GitHub, with endpoints for accounts, transactions and holdings. Some services are testable only in a dedicated environment after a contract is signed, and no rate limits are published on the pages read.

## Categories

- [Advisor CRMs: API access, sandboxes and MCP servers](https://wealthtech.dev/categories/crm.md): Client relationship software for advisory firms.
- [Financial planning tools: API access, sandboxes and MCP servers](https://wealthtech.dev/categories/planning.md): Planning software advisors use to build client plans.
- [Portfolio management and reporting tools: APIs and MCP servers](https://wealthtech.dev/categories/portfolio-reporting.md): Portfolio accounting, reporting, rebalancing and risk tools.
- [Custodians: API access, sandboxes and MCP servers](https://wealthtech.dev/categories/custodian.md): Firms that hold client assets and send account data to advisor software.
- [Wealth platforms and TAMPs: API access, sandboxes and MCP servers](https://wealthtech.dev/categories/wealth-platform.md): Turnkey asset management programs, wealth platforms and firm data platforms.
- [Compliance and archiving tools: API access, sandboxes and MCP servers](https://wealthtech.dev/categories/compliance.md): Communications archiving, supervision and compliance software.
- [Regulatory data sources: API access, sandboxes and MCP servers](https://wealthtech.dev/categories/regulatory-data.md): Public data from the SEC and FINRA about advisers and filings.
- [Prospecting data providers: API access, sandboxes and MCP servers](https://wealthtech.dev/categories/prospecting-data.md): Databases of advisors and firms sold for prospecting.
- [Account aggregation providers: API access, sandboxes and MCP servers](https://wealthtech.dev/categories/aggregation.md): APIs that pull account and holdings data from financial institutions.
- [Market and reference data providers: API access, sandboxes and MCP servers](https://wealthtech.dev/categories/market-data.md): Market, fund and reference data APIs.

## MCP

- [MCP servers and AI connectors for wealth technology](https://wealthtech.dev/mcp.md): Endpoint, auth, read or write scope, enablement and price for each server.
- [Addepar MCP: tools, setup, cost](https://wealthtech.dev/mcp/addepar-mcp.md): Addepar's MCP connector for Claude is listed at https://mcp.addepar.com/ with 15 tools covering portfolio data, transactions, ownership and private fund activity. Users authenticate with their Addepar account, and the listing says no API keys are needed.
- [Black Diamond connector (MCP): tools, setup, cost](https://wealthtech.dev/mcp/black-diamond-mcp.md): SS&C Black Diamond's connector for Claude is listed at https://bd3.bdreporting.com/mcp with six tools, including a data-warehouse query tool and a generic tool runner. The listing says sign-in is required and that the connector can launch rebalance sessions.
- [Conquest MCP Server: tools, setup, cost](https://wealthtech.dev/mcp/conquest-mcp.md): Conquest Planning describes an MCP server that lets Claude, ChatGPT and Microsoft Copilot read live plan data and manage strategies on a plan. It is configured for eligible firms through an agreement with Conquest, and no endpoint is published.
- [Envestnet connector (Tamarac and MoneyGuide): tools, setup, cost](https://wealthtech.dev/mcp/envestnet-connector.md): Anthropic's September 14, 2026 announcement says an Envestnet connector lets advisors summarize Tamarac accounts and households and see a MoneyGuide plan snapshot. No endpoint, tool list or authentication detail was found on any public page read. Anthropic's post says advisors choose which partners to connect during the Claude for Financial Advisors plugin's guided setup.
- [Mastercard Developers Agent Toolkit (MCP): tools, setup, cost](https://wealthtech.dev/mcp/finicity-agent-toolkit.md): Mastercard's Developers Agent Toolkit is a free MCP server that serves Mastercard developer documentation and API specs to AI coding tools, including the Open Finance US (Finicity) docs. It has a hosted remote option at https://developer.mcp.mastercard.com and a local stdio option; Mastercard describes its tools as exposing developer docs, API specs and guides.
- [Milemarker MCP Server: tools, setup, cost](https://wealthtech.dev/mcp/milemarker-mcp.md): Milemarker publishes a remote MCP server at https://mcp.milemarker.co/mcp over Streamable HTTP, listed in the official MCP registry since August 23, 2026. The registry says it authenticates with a tenant-scoped API key sent as a bearer token.
- [Morningstar MCP Server: tools, setup, cost](https://wealthtech.dev/mcp/morningstar-mcp.md): Morningstar's MCP server is at https://mcp.morningstar.com/mcp over Streamable HTTP and exposes seven tools for research, data, holdings, portfolio analysis and screening. A licensed Morningstar account is required, and programmatic clients send a bearer token from Morningstar's Authentication API.
- [Orion Connector for Claude (Denali Gateway MCP): tools, setup, cost](https://wealthtech.dev/mcp/orion-denali.md): Orion's connector links Claude to Orion Connect portfolio data and Redtail CRM through a gateway at https://gateway.oriondenali.ai/mcp. It is off by default: a firm's technical administrator must enable it in the Orion Denali Gateway Portal, and it uses each user's existing Orion Connect and Redtail permissions.
- [Plaid Dashboard MCP server: tools, setup, cost](https://wealthtech.dev/mcp/plaid-dashboard-mcp.md): Plaid's Dashboard MCP server at https://api.dashboard.plaid.com/mcp/ is a remote Streamable HTTP server with five diagnostics and usage tools, not an investment-data server. It needs Production access and an OAuth token with the mcp:dashboard scope from the client_credentials grant.
- [Schwab connector for Claude: tools, setup, cost](https://wealthtech.dev/mcp/schwab-connector.md): Schwab and Anthropic announced on September 14, 2026 that RIAs will access Schwab Advisor Center from Claude through an authenticated connection. The connector covers custodial data such as balances, positions, transactions and cost basis; no endpoint was found on a public page. Anthropic's post says advisors choose which partners to connect during the Claude for Financial Advisors plugin's guided setup.
- [Wealthbox connector (MCP): tools, setup, cost](https://wealthtech.dev/mcp/wealthbox-mcp.md): Wealthbox's connector for Claude is listed at https://mcp.crmworkspace.com/mcp and shows 67 tools for searching and updating contacts, notes, opportunities, projects and tasks. The listing says sign-in is required but does not name the auth protocol.

## Data

- [SEC investment adviser file: column dictionary](https://wealthtech.dev/data/form-adv/columns.md): All 448 columns in the SEC's monthly investment adviser file, mapped to Form ADV items.
- [Regulatory adviser data for developers](https://wealthtech.dev/data.md): SEC Form ADV, the monthly investment adviser file, IAPD, EDGAR and FINRA: what each source holds and how to use it.

## Guides

- [Guides: connecting to wealth technology](https://wealthtech.dev/guides.md): How-tos for developers working with advisor technology and regulatory data.
- [Form ADV for data users: what each item means](https://wealthtech.dev/data/form-adv.md): What each Form ADV item means, which SEC monthly file columns it becomes, how values are formatted, and the traps to avoid when you join and clean the data.
- [Getting API access to advisor CRMs](https://wealthtech.dev/guides/getting-api-access-advisor-crms.md): How developers get API keys, sandboxes and limits for nine advisor CRMs, which ones need approval or a partner agreement, and what to do when there is no public API.
- [MCP servers in advisor technology](https://wealthtech.dev/guides/mcp-for-advisor-tech.md): Eleven MCP servers and connectors on record in wealth technology: which are live or announced, what each can read and write, who enables it, and what to check first.
- [Connecting Claude to advisor tools](https://wealthtech.dev/guides/connect-claude-to-advisor-tools.md): Which advisor products on record have a Claude connector or MCP server, who enables each, what each needs, and which have no public endpoint.

## Changelog

- [Changelog: what changed in the data](https://wealthtech.dev/changelog.md): What changed in wealthtech.dev's data, newest first.

## Agents

- [For agents and developers: MCP server, API, Markdown, llms.txt](https://wealthtech.dev/agents.md): How an AI agent or a developer reads wealthtech.dev: a read-only MCP server, JSON API, OpenAPI spec, Markdown twins, llms.txt, schemas and license.

## About

- [About wealthtech.dev](https://wealthtech.dev/about.md): What wealthtech.dev is, who it's for and how every fact on it is sourced.
- [Privacy](https://wealthtech.dev/privacy.md): What wealthtech.dev collects (Google Analytics and Cloudflare Web Analytics visit counts, server logs, emails you send us), why, and how long it's kept.
- [Terms and license](https://wealthtech.dev/terms.md): How you can use wealthtech.dev's facts and data (CC BY 4.0), what we don't promise, and the API's fair-use limits.