MoneyGuide API
Envestnet · Financial planning · www.envestnet.com
Partner-gated Last checked Oct 17, 2026
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.
Developer surface
Open any row to see the page it came from, the exact words on that page and when we checked. "Not found" means we looked on the public pages listed in the note and the fact wasn't there.
| API access | Partner-gated Checked on the source's own page · Oct 17, 2026“Access to API reference, documentation, and credentials requires Envestnet Developer Portal credentials.”
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| Developer docs | developer.envestnet.com Checked on the source's own page · Oct 17, 2026“Investor Experience APIs are built with a client focus”
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| API style | Not found Not found · Oct 17, 2026
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| Authentication | Not found Not found · Oct 17, 2026
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| How to get access | Contact your Envestnet Account Manager; a discovery session with the Integrations Team can be scheduled. Checked on the source's own page · Oct 17, 2026“Please contact your Account Manager to discuss your business needs.”
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| Sandbox | Not found Not found · Oct 17, 2026
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| Rate limits | Not found Not found · Oct 17, 2026
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| Webhooks | Not found Not found · Oct 17, 2026
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| SDKs | Not found Not found · Oct 17, 2026
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| OpenAPI spec | Not found Not found · Oct 17, 2026
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| Partner program | Envestnet Developer Portal; discovery session with the Integrations Team Checked on the source's own page · Oct 17, 2026“Visit our unified portal for the tools needed to leverage Envestnet’s API”
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| Public integration list | www.envestnet.com Checked on the source's own page · Oct 17, 2026“Seamlessly integrate data, platforms, and solutions”
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| Ways to connect | Native API Checked on the source's own page · Oct 17, 2026“Connection APIs provide access to goal summary, expense timeline, and success meter data from Envestnet MoneyGuide.”
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MCP servers and AI connectors
- Envestnet connector (Tamarac and MoneyGuide): Vendor AI connector (not MCP), announced
What the docs don't say
- Envestnet's public page does not state authentication scheme, sandbox, rate limits, webhooks or SDKs; the reference is behind portal credentials.
- The MoneyGuide APIs described cover goal summary, expense timeline and success meter data, and are described as investor-facing.
Changes
No changes recorded since this record was first published (Oct 17, 2026). Changes show up here and in the changelog.
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