# MANUAL-SYNC: the firm counts in this spec (e.g. 23,512 / 16,923 / 6,589) are NOT # auto-injected (scripts/sync-static-counts.ts deliberately skips YAML — anchors corrupt # structured specs). On a data bake, update them by hand from public/data/sec-data-meta.json. openapi: "3.1.0" info: title: Synseus Intelligence API description: Public API for RIA practice intelligence, valuation, and succession signal detection — built on SEC IAPD filings and extracted SEC ADV Part 2 brochure data. No authentication required. version: "1.0.0" contact: email: api@synseus.com license: name: Proprietary url: https://synseus.com/terms servers: - url: https://synseus.com paths: /api/public/firm-audit: get: operationId: getFirmAudit security: [] summary: Look up an RIA firm and get a practice vulnerability audit description: Searches 23,512 advisory firms (16,923 SEC-registered RIAs and 6,589 ERA exempt reporting advisers) by name or CRD number. Returns a coarse succession-risk band (insufficient/limited/moderate/elevated, higher = more vulnerable), succession signal count, revenue leakage estimate range, and local acquisition target count. The precise risk score, signal names, reasoning, and target firm names are withheld — only the band and counts are returned. parameters: - name: query in: query required: true description: Firm name (partial, case-insensitive) or CRD number (digits only for exact match) schema: type: string maxLength: 100 responses: "200": description: Firm found content: application/json: schema: type: object required: [firmName, vulnerabilityBand, signalCount, revenueLeakage, localTargetCount] properties: firmName: type: string vulnerabilityBand: type: string enum: [insufficient, limited, moderate, elevated] description: >- Coarse public succession-risk band, higher = more vulnerable (insufficient → limited → moderate → elevated). Derived from public Form ADV firmographics (tenure, AUM band, solo practice); the precise score is withheld. 'insufficient' = no firmographic basis to assess. signalCount: type: integer description: Number of succession signals detected revenueLeakage: type: object properties: low: type: number description: Low estimate of annual revenue leakage in dollars high: type: number description: High estimate of annual revenue leakage in dollars localTargetCount: type: integer description: Number of acquisition-ready practices within 50 miles "400": description: Missing query parameter content: application/json: schema: type: object properties: error: type: string "404": description: Firm not found in database content: application/json: schema: type: object properties: error: type: string "429": description: Rate limit exceeded (60 requests per minute per IP) /api/public/practice-valuation: get: operationId: getPracticeValuation security: [] summary: Calculate RIA practice value using four-method weighted average description: Returns a valuation range using Revenue Multiple (30% weight), EBITDA Multiple (40%), DCF Analysis (20%), and Client Value (10%). Benchmarked against 23,512 registered advisory firms. All parameters are optional with sensible defaults. parameters: - name: arr in: query description: Annual recurring revenue in dollars (default 500000) schema: type: number minimum: 0 - name: retention in: query description: Client retention rate 0-100 (default 95) schema: type: number minimum: 0 maximum: 100 - name: margin in: query description: Profit margin percentage 0-100 (default 40) schema: type: number minimum: 0 maximum: 100 - name: tenure in: query description: Years in business (default 9) schema: type: number minimum: 0 responses: "200": description: Valuation calculated content: application/json: schema: type: object required: [lowRange, highRange, weightedAverage, revenueMultiple, ebitdaMultiple, interpretation] properties: lowRange: type: number description: Low end of valuation range in dollars highRange: type: number description: High end of valuation range in dollars weightedAverage: type: number description: Blended weighted average valuation in dollars revenueMultiple: type: number description: Revenue multiple applied (e.g. 2.1) ebitdaMultiple: type: number description: EBITDA multiple applied (e.g. 5.0) interpretation: type: string description: Plain-language interpretation of the valuation result "400": description: Invalid numeric parameters "429": description: Rate limit exceeded /api/public/archetype-assessment: get: operationId: getArchetypeAssessment security: [] summary: Get the 5-question advisor archetype assessment description: Returns the five assessment questions with answer options, and all five advisor archetype profiles. Score each answer +1 to the matching archetypeKey. The archetype with the highest score is the advisor's primary archetype. responses: "200": description: Assessment data returned content: application/json: schema: type: object properties: questions: type: array items: type: object properties: id: type: string text: type: string options: type: array items: type: object properties: label: type: string archetypeKey: type: string archetypes: type: object additionalProperties: type: object properties: label: type: string tagline: type: string pitch: type: string topModules: type: array items: type: integer "429": description: Rate limit exceeded /api/public/succession-signals: get: operationId: getSuccessionSignals security: [] summary: Get aggregated succession signal counts for a geographic area description: Returns counts of 7 succession signal types detected across registered advisory firms within the specified radius. Only aggregate counts are returned — no firm names, CRD numbers, or identifying information. parameters: - name: lat in: query required: true description: Latitude of center point (-90 to 90) schema: type: number - name: lng in: query required: true description: Longitude of center point (-180 to 180) schema: type: number - name: radius_miles in: query description: Search radius in miles (default 50) schema: type: number minimum: 1 maximum: 200 responses: "200": description: Signal counts returned content: application/json: schema: type: object properties: firms_analyzed: type: integer radius_miles: type: number signals: type: object properties: NO_SUCCESSION: type: integer LONG_TENURED: type: integer RETIREMENT_PROXIMITY: type: integer REGISTRATION_GAP: type: integer SOLO_PRACTICE: type: integer AUM_TRANSITION_RANGE: type: integer MULTI_STATE_LICENSED: type: integer total_succession_signals: type: integer "400": description: Missing or invalid lat/lng parameters "429": description: Rate limit exceeded /api/public/platform-stats: get: operationId: getPlatformStats security: [] summary: Get Synseus platform statistics description: Returns current platform statistics including tool count, module count, SEC firm database size, and reported outcome metrics. responses: "200": description: Platform statistics content: application/json: schema: type: object properties: tools: type: integer modules: type: integer sec_firms: type: object description: SEC IAPD firm universe, derived from the canonical data feed (never hardcoded). properties: firmCount: type: integer description: Total searchable firm universe. secRegistered: type: integer description: SEC-registered RIAs. era: type: integer description: Exempt reporting advisers. asOf: type: string description: Date the firm feed was last refreshed (YYYY-MM-DD). signal_types: type: integer archetypes: type: integer reported_roi: type: string reported_revenue_increase: type: string reported_time_saved: type: string markets: type: array items: type: string integrations: type: integer "429": description: Rate limit exceeded