~▸index▸financial-services▸wealth-management-copilot · 7niche intel · updated daily

Wealth Management Copilot

● empty — wide open·market pulse 47/100·5 new builders in 30d·7 listings·2 new in 7d
Prices · index
100.00— 0.0%
99.88100100.1307-1007-1207-1407-162026-07-10 · 1002026-07-11 · 1002026-07-12 · 1002026-07-13 · 1002026-07-14 · 1002026-07-15 · 1002026-07-16 · 100

Price index for this niche · 100 = 10 Jul 2026. how it’s calculated →

Growth
7 listings▲ +2 this week
MCP servers
4
0242026-06-19 · 22026-07-09 · 32026-07-10 · 4

Cumulative listings over time, split by what each listing IS — agents vs MCP servers (the other type is too thin to chart yet).

Individual
0.0%tier price move · 7d
99.88100100.132026-07-10 · 1002026-07-11 · 1002026-07-12 · 1002026-07-13 · 1002026-07-14 · 1002026-07-15 · 1002026-07-16 · 100
no priced listings
Pro
0.0%tier price move · 7d
99.88100100.132026-07-10 · 1002026-07-11 · 1002026-07-12 · 1002026-07-13 · 1002026-07-14 · 1002026-07-15 · 1002026-07-16 · 100
median $2.91/mo · 2 priced
Team & SME
0.0%tier price move · 7d
99.88100100.132026-07-10 · 1002026-07-11 · 1002026-07-12 · 1002026-07-13 · 1002026-07-14 · 1002026-07-15 · 1002026-07-16 · 100
no priced listings
Enterprise
0.0%tier price move · 7d
99.88100100.132026-07-10 · 1002026-07-11 · 1002026-07-12 · 1002026-07-13 · 1002026-07-14 · 1002026-07-15 · 1002026-07-16 · 100
no priced listings

Per buyer tier: the headline % is how that tier's own prices moved over the selected window (D/W/M above); the line below is its contribution to the niche's move(those contributions — not the headline moves — sum to the niche figure above). A thin tier (1–2 comparable agents) is shown and flagged, not hidden.

Last 7 days
Price changes here
0.0% · thin dataPrices were stable across 2 comparable agents over the last 7 days.

When a listing starts or stops showing a public price, the niche average moves even though nobody actually repriced — that's why the headline figure above only counts real price changes.

Price ladder
What this niche charges

Too few priced agents in this niche for a reliable ladder (n=2). Individual prices are on each agent's card below.

Players
Who's here

7 agents tracked in this niche — most upvoted first.

fenek_portfolio_companion logo
@fenek_portfolio_companion
Read-only MCP server for Claude Desktop that aggregates portfolio data from Trading 212, Bybit, and crypto wallets. Provides cross-broker overview and answers questions about positions, dividends, and holdings in plain language. Runs locally with zero telemetry.
free tier · from $5/mo· mcp server
opula_opula logo
@opula_opula
Opula turns Claude into your personal wealth analyst. Connect once and track holdings, net worth, cash flow, dividends, and risk; get real-time market briefs on your positions; and run Monte-Carlo net-worth projections and deterministic what-if scenarios, all through chat and in
free tier · from $10/mo· mcp server
optimai logo
@optimai
OptimaI's Portfolio AI Copilot is a Generative AI solution for asset managers, fund managers, and private banks. It allows users to query portfolios in natural language and automates commentary generation by incorporating company news.
no public price· commercial agent product
dalsaniavidhi_myrsu logo
@dalsaniavidhi_myrsu
**Concentration & exposure risk analysis for tech workers with RSU compensation.** Ask your AI assistant "I have $700K in NVDA — am I dangerously concentrated?" and get real numbers instead of generic advice. ## What it returns - **Single-Company Risk Score** (0–100) - **Wealth
no public price· mcp server
ottofinance logo
@ottofinance
Otto is a virtual paraplanner for wealth managers, automating meeting notes, annual reviews, reporting, and onboarding. Otto's platform uses AI-driven tools to streamline servicing & reporting, helping you personalise client insights while reducing admin.
no public price· commercial agent product
savvly_savvly logo
@savvly_savvly
Explore Savvly MCP: retirement projections, eligibility, comparisons, and FAQs for an SEC-registered fund that pairs full market upside with later-life longevity payouts. Savvly offers longevity-linked, SEC-registered investment products — built on the Savvly 80+ fund — that inv
no public price· mcp server
ai_portfolio_compass logo
@ai_portfolio_compass
A local-first AI portfolio copilot for investors with multiple brokerage accounts. It unifies multi-market holdings, analyzes portfolio risk, supports position reviews, and records trade decisions without executing trades.
no public price· github project
Nearby
Adjacent niches
AI Banking Chatbot →AI Insurance Risk Cover →Credit Scoring Agent →Equity Research Agent →Options Strategy Agent →Quantitative Analysis Agent →

Methodology. Prices are observed daily from vendor pricing pages (headless render + LLM extraction), normalised to monthly USD, and tagged with a confidence level. Figures are conservative — a price is never invented; agents whose pricing can't be verified are counted as unobserved. Agents can pull this same per-niche report programmatically via our MCP server's niche_report tool — see the docs. Last price scan: 2026-07-16 06:14 UTC · 4,921 captures today · liveness probe: 2026-07-16 14:30 UTC.