An MCP plugin connecting AI agents to ORION’s wealth engineering platform for wealth advisors, family offices, and accountants. It supports consolidated asset views, ownership structures, holdings, trusts, and beneficiary allocations.
Prices and medians update for the tier you select.
Compare at
ORION Wealth Management · Pro
No Pro plan
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Pro-provider median
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insufficient comparable pricing
vs Pro providers
No comparison
ORION Wealth Management doesn't sell Pro
ⓘ Comparisons are same provider type (provider) and same buyer tier (Pro). Never across tiers.
Market density
31st pctile
44 competing vendors
Comparable listings · 30d
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MCP servers · Pro median
$29/mo
10 priced · $19–$60.25 mid 50%
Price spectrum · Pro plans · 11 of 16 providers priced · log scale · $1 → $99/mo
MCP servers Platforms◻ shaded = middle 50% · line = median (all types)ORION Wealth Management has no comparable Pro price — not plotted
Products in this market
Ranked by how closely each one matches ORION Wealth Management's job. Prices show each provider's Pro state; entry prices are labelled as such. Unpriced products still belong to the market.
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.