Enterprise

Institutional & Regulated

Brokers & exchangesAsset managers & hedge fundsRegistered investment advisersProprietary trading firms

FMP Business

Large corporates (internal use)Asset managers & hedge fundsFinancial media & publishersWealth managers & family offices

Builders

Fintech startups (B2C SaaS)Fintech startups (B2B SaaS)Startup Founders

Data & Research

Financial data vendors & resellersResearch firms & consultanciesAcademic

Analytics & Research

Equity screening & rankingPortfolio tracking & attributionDCF & company valuationDividend & income analysisMacro & economic monitoringQuantitative backtesting

AI & Intelligence

AI-powered equity researchLLM & RAG data pipelinesEarnings & transcript intelligence

Market Data

Market Data overviewEquitiesCommoditiesCryptoForex

Geographic Coverage

North AmericaSouth AmericaEuropeAsiaRest of world
Institutional-grade APIAI Agents & MCP ServersEnterprise Custom Solutions
API DocumentationEnterprise Insights
Contact Us
← Back home

Wealth managers & family offices

Data for Sophisticated Wealth Management

Serve high-net-worth and ultra-high-net-worth clients with confidence — institutional-quality pricing, dividend and income data, ESG ratings, and multi-asset coverage to support bespoke portfolio management and client reporting.

Pricing, dividends, fundamentals

Equities, ETFs & Income

Global equity pricing, ETF holdings analysis, dividend calendars, and financial ratios across 80,000+ securities — for concentrated position monitoring, income portfolio management, and client performance reporting.

ESG ratings, commodities, crypto

ESG & Alternatives

ESG scores and benchmarks alongside commodity and crypto pricing — for family offices with responsible investing mandates, direct commodity exposure, or clients seeking diversification beyond traditional asset classes.

About FMP

Institutional market data for wealth managers and family offices.

Multi-asset coverage

Equities, ETFs, commodities, forex, and crypto — cover every asset class in a sophisticated client's diversified portfolio.

Income & dividend data

Complete dividend history, payment calendars, and income analytics for clients with yield-focused or income-distribution mandates.

ESG integration

Environmental, social, and governance ratings across companies and sectors to support responsible investing preferences and client reporting.

Long-term historical data

Multi-decade price and fundamental history for intergenerational wealth planning, long-horizon performance attribution, and capital market assumptions.

Reliability Worthy of Your Clients

Dependable API infrastructure that integrates with portfolio management, reporting, and client relationship platforms used by wealth management firms.

99.99% uptime SLA

Timely pricing, dividend, and corporate action data for daily portfolio valuations, consolidated reporting, and client investment reviews.

Sub-second latency

Wealth managers and family offices trust FMP for the institutional-quality data that underpins bespoke client portfolios and sophisticated reporting.

Learn more ›

Use cases

Analytics & Research

Explore more than three decades of detailed historical financial data to identify trends and make informed decisions.

Equity screening & rankingPortfolio tracking & attributionDCF & company valuationDividend & income analysisMacro & economic monitoringQuantitative backtesting

Who we serve

Institutional & Regulated

Brokers & exchangesAsset managers & hedge fundsRegistered investment advisersProprietary trading firms

Enterprise

Large corporates (internal use)Asset managers & hedge fundsFinancial media & publishersWealth managers & family offices

Builders

Fintech startups (B2C SaaS)Fintech startups (B2B SaaS)Startup Founders

Data & Research

Financial data vendors & resellersResearch firms & consultanciesAcademic

Contact

Get in touch

First Name *

Last Name *

Email *

Company Name *

Company website *

Company Type *

Job Title *

Country *

Describe Your Case

Who We Serve

Brokers & exchangesAsset managers & hedge fundsRegistered investment advisersProprietary trading firmsLarge corporatesFinancial media & publishersWealth managers & family officesFintech startups (B2C)Fintech startups (B2B)Startup foundersResearch firms & consultanciesAcademic

Use Cases

Equity screening & rankingPortfolio tracking & attributionDCF & company valuationDividend & income analysisMacro & economic monitoringQuantitative backtestingAI-powered equity researchLLM & RAG data pipelinesEarnings & transcript intelligence

Data & Coverage

Market Data overviewEquitiesCommoditiesCryptoForexNorth AmericaSouth AmericaEuropeAsiaRest of world

Solutions

Institutional-grade APIAI Agents & MCP ServersEnterprise Custom Solutions

Resources

API DocumentationEnterprise InsightsPrivacy PolicyTerms of Service
© 2026 Financial Modeling PrepAll rights reserved
Enterprise