The Finvera API allows to search and retrieve information of insurance and advisory professionals.

A full report of an individual is accessed by Finvera ID, CRD, or NPN while compact representations of reports are searched by name and location.


To access Finvera API, an API key is required in the HTTPS Authorization header.

curl --location --request GET '' \
--header 'Content-Type: application/json' \
--header 'Authorization: API_KEY'

HTTP Status code

200 - OKEverything worked as expected.
400 - Bad RequestThe request was unacceptable, often due to missing a required parameter.
401 - UnauthorizedNo valid API key provided.
403 - ForbiddenThe API key doesn't have permissions to perform the request.
404 - Not FoundThe requested resource doesn't exist.
429 - Too Many RequestsToo many requests hit the API too quickly.
500 - Server ErrorSomething went wrong on Finvera server.

Date format

All dates are strings in the ISO format YYYY-MM-DD.