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Stifel Financial website screenshot

Stifel Financial

Stifel Financial is a financial services holding company whose subsidiaries provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, corporations, and government entities. Stifel bank accounts are accessible via open banking data aggregators including Plaid and Finicity (Mastercard) for third-party financial applications.

human only

More than an index entry, but the surface is still mostly links rather than artifacts — the cohort most likely to move a full band from modest, well-targeted work.

Kin Score

API Evangelist profiles Stifel Financial the way a machine reads it — 8 machine-readable artifacts across 3 APIs, pulled from the provider's own public surface and indexed so a developer, an analyst, or an AI agent can evaluate it against every other provider on the network.

Every provider in the network is reduced to the same set of machine-readable artifacts — OpenAPI contracts, event specifications, GraphQL schemas, runnable collections, pricing and rate-limit signals, security posture, OAuth scopes, and the agent surfaces (MCP servers and skills) that let software drive the API on its own. We profile them because the interface is the part of a company you can actually inspect: it is a truer signal of what a provider does than any marketing page. From those artifacts we compute the Kin Score — Stifel Financial scores 21.8/100 (emerging), with a separate agent-readiness read of 7/100 (human only). The full breakdown is below, followed by every artifact we hold — each card links through to its machine-readable definition on apis.io.

Kin Score

This is the API Evangelist rating — a single, repeatable read computed from the artifacts on this page. Green fill is points earned; the red track is points possible, so every bar shows earned-versus-possible at a glance.

Kin Score Kin Score How this is scored →
scored 2026-07-27 · rubric v0.5
Composite quality — 21.8/100 · emerging
Contract Quality 3.8 / 25
Developer Ergonomics 0.4 / 20
Commercial Clarity 5.8 / 20
Operational Transparency 2.7 / 13
Governance 0.0 / 12
Discoverability 8.8 / 10
Regulatory · Banking & Open Finance 3.6 / 15
Agent readiness — 7/100 · human only
Machine-Readable Contract 0 / 18
Agentic Access Contract 0 / 15
MCP Server 0 / 12
Machine-Readable Auth 0 / 10
Idempotency 0 / 9
Stable Error Semantics 0 / 8
Request/Response Examples 0 / 7
Rate-Limit Signaling 7 / 7
Typed Event Surface 0 / 6
Agent Skills 0 / 5
Well-Known Catalog 0 / 4
Consent & Bot Identity 0 / 3

How we profile Stifel Financial

Each block below is one kind of artifact we hold for Stifel Financial. For each we say what it is and why it earns a place in the profile, then list every one we've indexed — capped at two rows, scroll within the panel for the rest.

APIs 3

Each API is captured as its own OpenAPI definition — every operation, parameter, and response. This is the single most useful machine-readable description of what an API does, and it's what lets us score, lint, mock, and generate against it without asking the provider for anything.

Individual APIs this provider publishes, each with its own machine-readable definition.

Stifel Bank Finicity Integration

Stifel Bank account data accessible via Finicity (Mastercard) open banking aggregation API, enabling third-party applications to retrieve account balances, transaction history, ...

Stifel Bank Plaid Integration

Stifel Trust Company account data accessible via Plaid open banking aggregation API, enabling third-party applications to access financial account data through standardized conn...

Stifel Wealth Tracker

Stifel Wealth Tracker is a client-facing portfolio management portal enabling investors to monitor account performance, holdings, and financial activity online.

Pricing Plans 1

Pricing is part of the interface. Machine-readable plans tell you what a tier costs and includes before you commit — one of the six things the Kin Score reads for commercial clarity.

Published pricing tiers and plan structures.

Rate Limits 1

Rate limits are the difference between a demo that works and a production integration that doesn't fall over. Publishing them is an operational-transparency signal — and a hard requirement for any agent that plans its own throughput.

Documented rate limits and quota policies.

Stifel Financial Rate Limits

1 limits

RATE LIMITS

FinOps 1

Cost, billing, and metering signals let a buyer model the financial operations of an API before it's live. We profile them for the same reason we profile pricing: the money is part of the contract.

Cost, billing, and metering signals for API financial operations.

Semantic Vocabularies 1

JSON-LD contexts give the data shared meaning across APIs. We profile them because semantics are what let a machine reconcile 'customer' here with 'customer' somewhere else.

JSON-LD contexts and semantic vocabularies used across these APIs.

Stifel Financial Context

13 classes · 0 properties

JSON-LD

Security Posture 1

Authentication, domain security, vulnerability disclosure, and trust-center signals — the evidence that a provider takes security seriously enough to document it. We profile it because you can't govern what you can't see.

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Stifel Financial Domain Security

TLSv1.3 · HSTS · DNSSEC · DMARC

SECURITY

Resources

Every other property we hold for Stifel Financial — documentation, portals, status pages, policies, and corporate surface — grouped by the job it does, following the integrator's arc from getting started to running in production.

Access & Security 1

Authentication, authorization, and security posture

Company 3

The organization behind the API

Other 2

Properties that don't map to a standard resource type

← All providers · Data indexed from github.com/api-evangelist/stifel-financial · machine-readable index on apis.io