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Market around savvy_intelligence

Savvy Intelligence provides AI tools for independent financial advisors, including scenario modeling, tax strategy, and financial planning, built on complete client data.

Visit savvywealth.comPricing page ↗

Explore the market

Prices and medians update for the tier you select.

Compare at
Savvy Intelligence · Pro
No Pro plan
Pro-agent median
$79
across 25 priced agents
vs Pro agents
No comparison
Savvy Intelligence doesn't sell Pro
ⓘ Comparisons are same provider type (agent) and same buyer tier (Pro). Never across tiers.
Market density
67th pctile
20 competing vendors
Comparable listings · 30d
Flat
driven by Finance AI Agents $106.33→$106.99
Agents · Pro median
$79/mo
25 priced · $29.9–$100 mid 50%
Price spectrum · Pro plans · 11 of 12 providers priced · log scale · $9.9$499/mo
Agents◻ shaded = middle 50% · line = median (all types)Savvy Intelligence has no comparable Pro price — not plotted

Products in this market

Ranked by how closely each one matches Savvy Intelligence's job. Prices show each provider's Pro state; entry prices are labelled as such. Unpriced products still belong to the market.

AAgents43Ranked by relevance
savvy_intelligencethis listing
AGENT · relevance 100%
no public price
ai_copilot_citec
AGENT · relevance 80%
no public price
ment_tech_ai_investing
AGENT · relevance 78%
no public price
vanilla_ai
AGENT · relevance 78%
no public price
GenAI-powered automation for financial portfolio rebalancing
AGENT · relevance 78%
no public price
Otto
AGENT · relevance 78%
no public price
Jump
AGENT · relevance 77%
no public price
AI Financial Wellness Coach Chatbot
AGENT · relevance 77%
no public price
AI agents for investing
AGENT · relevance 77%
no public price
tars_ai_stock_broker
AGENT · relevance 76%
$499/mo Pro
+532% vs Pro median
tendi
AGENT · relevance 76%
no public price
stacks
AGENT · relevance 74%
no public price
IntelliInvest RL
AGENT · relevance 74%
no public price
cairniq
AGENT · relevance 73%
no public price
taxgpt
AGENT · relevance 73%
no public price
Runway FP&A
AGENT · relevance 73%
$15/mo Pro
-81% vs Pro median
Financial Advisor Prospect Capture Agent
AGENT · relevance 73%
$499/mo Pro
+532% vs Pro median
AI Personal Finance Assistant
AGENT · relevance 73%
$29.99/mo Pro
-62% vs Pro median
portfoliopilot
AGENT · relevance 73%
no public price
Definite
AGENT · relevance 73%
no public price
hive_tax_ai
AGENT · relevance 73%
$58.25/mo Pro
-26% vs Pro median
Digits AGL (Agentic General Ledger)
AGENT · relevance 72%
$250/mo Pro
+216% vs Pro median
Market Agents
AGENT · relevance 72%
no public price
GPTrader
AGENT · relevance 72%
no public price
AI Investment Portfolio Rebalancing agent
AGENT · relevance 72%
no public price
standardsignal
AGENT · relevance 72%
no public price
shortcut_ai
AGENT · relevance 72%
$100/mo Pro
+27% vs Pro median
AI Stock Strategy Automation Agents
AGENT · relevance 72%
no public price
kavout
AGENT · relevance 72%
no public price
FRANK AI Operator
AGENT · relevance 71%
$29/mo Pro
-63% vs Pro median
Agentic Actuary
AGENT · relevance 71%
no public price
Finance AI Agents
AGENT · relevance 71%
£79 one-time Pro
not monthly-comparable
procindex
AGENT · relevance 71%
no public price
iweaver_personal_finance_coach
AGENT · relevance 70%
$9.9/mo Pro
-87% vs Pro median
nilus_ai_forecasting
AGENT · relevance 70%
no public price
quanto
AGENT · relevance 70%
no public price
Agentic Tax and Compliance™
AGENT · relevance 70%
no public price
puzzle_ai_accounting
AGENT · relevance 70%
$60/mo Pro
-24% vs Pro median
TR
TradingAgents
AGENT · relevance 70%
no public price
soraban
AGENT · relevance 70%
no public price
AI Agent for Finance Workflow Automation
AGENT · relevance 70%
$349/mo Pro
+342% vs Pro median
r0y
AGENT · relevance 70%
no public price
licai
AGENT · relevance 70%
no public price
MMCP servers4Ranked by relevance
Wealthos
MCP · relevance 74%
no public price
Aiwyn Tax
MCP · relevance 73%
no public price
financetoolkit
MCP · relevance 72%
no public price
maverick_mcp
MCP · relevance 70%
no public price
PPlatforms3Ranked by relevance
finagent
PLATFORM · relevance 73%
no public price
Combinely
PLATFORM · relevance 71%
no public price
Public AI Agents
PLATFORM · relevance 71%
no public price

Market = the products most similar to this one by capability; prices are median / quartiles over its priced members, separated by provider type and buyer tier.