Terms and license

Updated Oct 17, 2026

Facts and datasets on wealthtech.dev are licensed CC BY 4.0; credit "wealthtech.dev". The site is provided as is, isn't financial advice, and doesn't speak for any vendor.

Using the data

Facts, records and datasets published on wealthtech.dev are licensed under Creative Commons Attribution 4.0 International (CC BY 4.0). You can copy, share and adapt them, including commercially, if you credit “wealthtech.dev” and link to the page or record you used where you can.

Underlying SEC data is a work of the US government. Our definitions, notes and structure around it are covered by the license above.

Short quotes from vendor pages appear as evidence for facts. They remain their authors’ work and are included so you can check the source.

The API and machine-readable files

The JSON API, Markdown and JSON versions of pages, and /llms.txt are free and need no key. Please stay under 10 requests a second and cache responses; data changes at most daily. We may limit traffic that harms the service for others.

No warranty

Facts reflect public pages on the date shown next to each one. Vendors change their products and pages, and we can make mistakes. The site and data are provided as is, without warranty of any kind. Check the linked source before relying on a fact.

Nothing here is financial, legal or investment advice. This site is about software and data.

Trademarks and independence

Product and company names are trademarks of their owners. Listing a product doesn’t mean its vendor endorses this site, or that we endorse the product. We don’t rank products and don’t take payment to change facts.

Contact

Contact [email protected].

Changes

If these terms change, we’ll update this page and its date.