~▸index▸financial-services▸financial-advisor-agent · 8niche intel · updated daily

Financial Advisor Agent

● emerging·market pulse 62/100·enterprise money present · 3 new builders in 30d·8 listings·1 new in 7d

Prices · index

103.66▲ +3.7%

Price index for this niche · 100 = 5 Jul 2026. how it’s calculated →

Growth

8 listings▲ +1 this week

Agents

MCP servers

Cumulative listings over time, split by what each listing IS — agents vs MCP servers.

Individual

0.0%tier price move · 7d

no priced listings

Pro

0.0%tier price move · 7d

median $50/mo · 4 priced

Team & SME

0.0%tier price move · 7d

median $100/mo · 1 priced

Enterprise

▲ +7.5%tier price move · 7d

contributed +3.7pp to the niche +3.7%

thin · 1 comparable observation (move day)

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

▲ +3.7%Driven by securelend_market's "The Desk" $7500→$10000 (+33%) (2 comparable observations on the moving day).

Price ladder

What this niche charges

Median $/month per buyer level, with the typical range (middle half of observed prices), across 4 listings with observed public pricing — median cheapest paid entry $499/mo, 50% free/freemium entry.

Free$0

2 free

Pro$50/mo

4 pricestypical range $39–$162

Team / SME$100/mo

1 price

Enterprise$2,250/mo

4 pricestypical range $1,250–$4,750

Billing mix

How this niche charges

Billing model across the 4 listings with observed public pricing.

Freemium

2 (50%)

Subscription

2 (50%)

Try free

Try it free

Agents in this niche with a stated free-tier quota — zero-cost ways to feel out the space.

@meet_warren5 calls/mo free

Players

Who's here

8 agents tracked in this niche — most upvoted first.

@meet_warren

AI-powered financial planning and advice platform.

free tier · from $7/mo· commercial agent product

@financial_advisor_agent_tars

Deploy an AI agent that engages financial planning prospects, answers advisory questions, and captures leads for your practice. See it live on Tars.

free tier · from $499/mo· commercial agent product

@securelend_market

Compare loans, mortgages, credit cards, banking accounts, and financing options for individuals and businesses. SecureLend Marketplace helps users explore available financial products, calculate estimated payments, review matching offers, and continue to a lender or provider whe

from $500/mo· mcp server

@owl_retirement_planner

Open-source retirement planning optimizer using mixed-integer linear programming. Integrates with AI assistants (Claude, Gemini, Cursor) via MCP to optimize Social Security claiming, Roth conversions, and tax-efficient withdrawal strategies for US retirees.

no public price· mcp server

@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

@jump_ai

Jump provides an AI assistant for financial advisors, transforming meetings, emails, and documents into notes, workflows, and audit-ready records.

no public price· commercial agent product

@alphalatitude_optionsahoy

Deterministic equity-compensation optimization and tax tools: ISO/AMT exercise scheduling, NSO, RSU, QSBS, concentration risk, hedging, and equity funding plans. Free, no auth.

no public price· mcp server

@savvy_intelligence

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

no public price· commercial agent product

Nearby

Adjacent niches

AI Banking Chatbot →AI Insurance Risk Cover →Credit Scoring Agent →Equity Research Agent →Quantitative Analysis Agent →Wealth Management Copilot →

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.