Financial Advisor Agent

{
  "niche": "financial-advisor-agent",
  "parent_sector": "financial-services",
  "provider_type_pricing": {
    "slug": "financial-advisor-agent",
    "pricing_basis": "lowest_observed_monthly_usd",
    "provider_type_methodology": "commercial-form-v2",
    "provider_type_methodology_published_at": "2026-07-31",
    "blended": {
      "median": 499,
      "p25": null,
      "p75": null,
      "providers": 3
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    "by_provider_type": {
      "agent": {
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        "p25": null,
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        "providers": 2,
        "publishable": false,
        "confidence": "insufficient",
        "reason": "Fewer than three comparable priced Agent-economy products are available."
      },
      "mcp": {
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        "publishable": false,
        "confidence": "insufficient",
        "reason": "Fewer than three comparable priced MCP servers are available."
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    },
    "recommended_cohort": null,
    "recommendation_reason": "Choose the cohort according to the commercial delivery type being assessed.",
    "fallback_context": null,
    "context_note": null
  },
  "crowding_level": "emerging",
  "observed_node_count": 5,
  "adjacent_niches": [
    "quantitative-analysis-agent",
    "ai-banking-chatbot",
    "equity-research-agent",
    "wealth-management-copilot",
    "credit-scoring-agent",
    "options-strategy-agent"
  ],
  "market_pulse": {
    "pulse": 62,
    "drivers": [
      "enterprise money present",
      "2 new builders in 30d"
    ],
    "price_move_30d_pct": null,
    "money_share": 0.6,
    "entry_rate": 0.15384615384615385,
    "alive_share": 1
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  "price_move": {
    "d_pct": 0,
    "w_pct": 0,
    "m_pct": 3.7,
    "comparable_agents": 3,
    "quarantined_agents": 0,
    "confidence": "high",
    "published": {
      "d": false,
      "w": false,
      "m": true
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    "held_reason": {
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    "driver": {
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      "w": null,
      "m": "securelend_market's \"The Desk\" $7500→$10000 (+33%)"
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    "tier_contribution": {
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      "m": {
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        "enterprise": 3.7
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    },
    "tier_own_move": {
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      "m": {
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        "enterprise": 7.5
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    },
    "tier_agents": {
      "individual": 0,
      "pro": 1,
      "team_sme": 1,
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    "obs_range": {
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  },
  "pricing": {
    "sampleSize": 8,
    "observed": 5,
    "byPersona": {
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        "n": 2,
        "nPriced": 0,
        "reliability": "none",
        "median": null,
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        "usageShare": 0
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      "individual": {
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      "pro": {
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        "reliability": "low",
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        "p25": 50,
        "p75": 274.5,
        "min": 50,
        "max": 499,
        "usageShare": 0
      },
      "team_sme": {
        "n": 1,
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        "reliability": "none",
        "median": 100,
        "p25": 100,
        "p75": 100,
        "min": 100,
        "max": 100,
        "usageShare": 0
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      "enterprise": {
        "n": 6,
        "nPriced": 4,
        "reliability": "low",
        "median": 2250,
        "p25": 1250,
        "p75": 4750,
        "min": 500,
        "max": 10000,
        "usageShare": 0
      }
    },
    "byPersonaMonthly": {
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        "confidence": "none",
        "usageShare": 0,
        "mixedBilling": false,
        "monthlyComparable": false
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      "individual": {
        "nMonthly": 0,
        "p25": null,
        "median": null,
        "p75": null,
        "confidence": "none",
        "usageShare": 0,
        "mixedBilling": false,
        "monthlyComparable": false
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      "pro": {
        "nMonthly": 3,
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        "median": 50,
        "p75": 274.5,
        "confidence": "low",
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        "monthlyComparable": true
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      "team_sme": {
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        "p25": null,
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        "confidence": "none",
        "usageShare": 0,
        "mixedBilling": false,
        "monthlyComparable": false
      },
      "enterprise": {
        "nMonthly": 4,
        "p25": 1250,
        "median": 2250,
        "p75": 4750,
        "confidence": "low",
        "usageShare": 0,
        "mixedBilling": false,
        "monthlyComparable": true
      }
    },
    "byTierCohorts": {
      "status": "insufficient",
      "cohorts": [],
      "rejected": {
        "unrankable_or_unparseable": 3,
        "ambiguous_cadence": 2,
        "one_time": 1
      },
      "evidence": {
        "status": "observed_offers_only",
        "single_observations": [],
        "observed_offers": [
          {
            "billing": "monthly",
            "unit": "flat",
            "count": 5,
            "offers": [
              {
                "provider": "financial_advisor_agent_tars",
                "tier": "pro",
                "billing": "monthly",
                "unit": "flat",
                "price": "$499/mo",
                "monthly_usd": 499
              },
              {
                "provider": "securelend_market",
                "tier": "enterprise",
                "billing": "monthly",
                "unit": "flat",
                "price": "$500/mo",
                "monthly_usd": 500
              },
              {
                "provider": "securelend_market",
                "tier": "enterprise",
                "billing": "monthly",
                "unit": "flat",
                "price": "$1,500/mo",
                "monthly_usd": 1500
              },
              {
                "provider": "securelend_market",
                "tier": "enterprise",
                "billing": "monthly",
                "unit": "flat",
                "price": "$3,000/mo",
                "monthly_usd": 3000
              },
              {
                "provider": "securelend_market",
                "tier": "enterprise",
                "billing": "monthly",
                "unit": "flat",
                "price": "from $10,000/mo",
                "monthly_usd": 10000
              }
            ]
          },
          {
            "billing": "one_time",
            "unit": "flat",
            "count": 1,
            "offers": [
              {
                "provider": "meet_warren",
                "tier": "pro",
                "billing": "one_time",
                "unit": "flat",
                "price": "£79",
                "monthly_usd": null
              }
            ]
          },
          {
            "billing": "unspecified_period",
            "unit": "flat",
            "count": 2,
            "offers": [
              {
                "provider": "financial_advisor_agent_tars",
                "tier": "enterprise",
                "billing": "unspecified_period",
                "unit": "flat",
                "price": "Custom Pricing",
                "monthly_usd": null
              },
              {
                "provider": "jump_ai",
                "tier": "enterprise",
                "billing": "unspecified_period",
                "unit": "flat",
                "price": "Contact sales",
                "monthly_usd": null
              }
            ]
          }
        ],
        "coverage": {
          "priced_providers": 4,
          "normalized_observations": 5,
          "comparable_providers": 2,
          "strict_cohorts": 0,
          "exclusion_reasons": {
            "unrankable_or_unparseable": 3,
            "ambiguous_cadence": 2,
            "one_time": 1
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        }
      }
    },
    "billingMix": {
      "subscription": 2,
      "one-time": 1,
      "freemium": 1,
      "free": 1
    },
    "freeTierShare": 0.4,
    "medianLowestUsd": 499
  },
  "movement": {
    "niche": "financial-advisor-agent",
    "sector": "financial-services",
    "pricedNow": 3,
    "pairs": 3,
    "repriced": [
      {
        "handle": "meet_warren",
        "from": 106.09,
        "to": 106.32,
        "pct": 0.2
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    ],
    "newlyPriced": [],
    "droppedFromPriced": [],
    "likeForLikePct": 0.1,
    "kind": "repricing",
    "narrative": "Genuine repricing: 1 agent repriced — all up (avg +0.1%)."
  },
  "index_series": {
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        "day": "2026-07-08",
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        "pairs": 2,
        "dayChangePct": 0
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      {
        "day": "2026-07-09",
        "index": 100,
        "pairs": 2,
        "dayChangePct": 0
      },
      {
        "day": "2026-07-10",
        "index": 100,
        "pairs": 3,
        "dayChangePct": 0
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      {
        "day": "2026-07-11",
        "index": 100,
        "pairs": 3,
        "dayChangePct": 0
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      {
        "day": "2026-07-12",
        "index": 103.661,
        "pairs": 2,
        "dayChangePct": 3.66
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      {
        "day": "2026-07-13",
        "index": 103.661,
        "pairs": 3,
        "dayChangePct": 0
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      {
        "day": "2026-07-14",
        "index": 103.661,
        "pairs": 3,
        "dayChangePct": 0
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      {
        "day": "2026-07-15",
        "index": 103.661,
        "pairs": 3,
        "dayChangePct": 0
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      {
        "day": "2026-07-16",
        "index": 103.661,
        "pairs": 3,
        "dayChangePct": 0
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      {
        "day": "2026-07-17",
        "index": 103.661,
        "pairs": 3,
        "dayChangePct": 0
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      {
        "day": "2026-07-18",
        "index": 103.661,
        "pairs": 3,
        "dayChangePct": 0
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      {
        "day": "2026-07-19",
        "index": 103.661,
        "pairs": 3,
        "dayChangePct": 0
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      {
        "day": "2026-07-20",
        "index": 103.661,
        "pairs": 3,
        "dayChangePct": 0
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      {
        "day": "2026-07-21",
        "index": 103.661,
        "pairs": 3,
        "dayChangePct": 0
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      {
        "day": "2026-07-22",
        "index": 103.661,
        "pairs": 3,
        "dayChangePct": 0
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      {
        "day": "2026-07-23",
        "index": 103.661,
        "pairs": 3,
        "dayChangePct": 0
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      {
        "day": "2026-07-24",
        "index": 103.661,
        "pairs": 3,
        "dayChangePct": 0
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      {
        "day": "2026-07-25",
        "index": 103.661,
        "pairs": 3,
        "dayChangePct": 0
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      {
        "day": "2026-07-26",
        "index": 103.661,
        "pairs": 3,
        "dayChangePct": 0
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      {
        "day": "2026-07-27",
        "index": 103.661,
        "pairs": 3,
        "dayChangePct": 0
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      {
        "day": "2026-07-28",
        "index": 103.661,
        "pairs": 3,
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      {
        "day": "2026-07-29",
        "index": 103.661,
        "pairs": 3,
        "dayChangePct": 0
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      {
        "day": "2026-07-30",
        "index": 103.661,
        "pairs": 2,
        "dayChangePct": 0
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      {
        "day": "2026-07-31",
        "index": 103.661,
        "pairs": 2,
        "dayChangePct": 0
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      {
        "day": "2026-08-01",
        "index": 103.661,
        "pairs": 2,
        "dayChangePct": 0
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      {
        "day": "2026-08-02",
        "index": 103.661,
        "pairs": 3,
        "dayChangePct": 0
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      {
        "day": "2026-08-03",
        "index": 103.661,
        "pairs": 3,
        "dayChangePct": 0
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      {
        "day": "2026-08-04",
        "index": 103.661,
        "pairs": 3,
        "dayChangePct": 0
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      {
        "day": "2026-08-05",
        "index": 103.661,
        "pairs": 3,
        "dayChangePct": 0
      },
      {
        "day": "2026-08-06",
        "index": 103.661,
        "pairs": 3,
        "dayChangePct": 0
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    ],
    "latest": 103.661,
    "day_change_pct": 0,
    "methodology": "Chained daily price index, base 100 on the first priced scan day (29 Jun 2026). The overall index is the COMPOSITE of the four buyer-tier indices (individual / pro / team&sme / enterprise): each day it moves by the equal-weighted average of the tiers' moves. Each tier index is like-for-like — only agents priced on both consecutive scan days (per-agent ratios, geometric mean, clipped to [0.2, 5]) — so composition changes (agents revealing or hiding prices) can never move it."
  },
  "top_agents": [
    {
      "agent_id": "jump_ai",
      "name": "Jump",
      "url": "https://jump.ai/",
      "short_summary": "Transforms client meetings, emails, and documents into notes, automated follow-ups, structured data, compliance-ready documentation, and surfaces growth opport…",
      "price": {
        "observed": true,
        "billing": "subscription",
        "lowest_monthly_usd": null,
        "monthly_usd": null,
        "headline": "Paid (price not published)",
        "summary": "Jump lists Meet at $100 per advisor per month and Onboard and Grow at $50 per advisor per month, with Enterprise pricing available through sales."
      },
      "evidence_quality": "high",
      "upvotes": 0
    },
    {
      "agent_id": "optionsahoy",
      "name": "OptionsAhoy",
      "url": "https://optionsahoy.com/for-agents",
      "short_summary": "equity compensation optimization and tax calculations including ISO/AMT exercise scheduling, NSO, RSU, QSBS, concentration risk, hedging, and equity funding pl…",
      "price": {
        "observed": false,
        "billing": "not_found",
        "lowest_monthly_usd": null,
        "monthly_usd": null,
        "headline": "No public price found",
        "summary": "No public SaaS pricing plans or subscription rates are shown in the supplied page content."
      },
      "evidence_quality": "high",
      "upvotes": 0
    },
    {
      "agent_id": "financial_advisor_agent_tars",
      "name": "Financial Advisor Prospect Capture Agent",
      "url": "https://hellotars.com/ai-agents/financial-advisor-prospect-capture-agent",
      "short_summary": "engages financial advisory website visitors, answers initial planning questions, captures lead contact details, and books consultations",
      "price": {
        "observed": true,
        "billing": "freemium",
        "lowest_monthly_usd": 499,
        "monthly_usd": 499,
        "headline": "Free tier, then from $499/mo",
        "summary": "Free tier, then from $499/mo. Tars offers a freemium AI agent platform starting at $0/mo with 50 conversations, Premium at $499/mo for mid-size teams, and custom Enterprise pricing."
      },
      "evidence_quality": "medium",
      "upvotes": 0
    },
    {
      "agent_id": "meet_warren",
      "name": "Finance AI Agents",
      "url": "https://meetwarren.co.uk",
      "short_summary": "Creates long-term holistic UK financial plans, structures finances around goals, and answers what-if financial questions via natural conversation",
      "price": {
        "observed": true,
        "billing": "one-time",
        "lowest_monthly_usd": 106.32,
        "monthly_usd": 143.09,
        "headline": "From $106.32/mo",
        "summary": "From $106.32/mo. Warren offers a free initial consultation and a £79 one-time detailed financial plan that includes a year of proactive support."
      },
      "evidence_quality": "medium",
      "upvotes": 0
    },
    {
      "agent_id": "savvy_intelligence",
      "name": "Savvy Intelligence",
      "url": "https://savvywealth.com/savvy-intelligence",
      "short_summary": "Runs AI agents for financial advisors that perform scenario modeling, tax strategy, financial planning, meeting prep, and client communications on a unified vi…",
      "price": {
        "observed": false,
        "billing": "not_found",
        "lowest_monthly_usd": null,
        "monthly_usd": null,
        "headline": "No public price found",
        "summary": "Public pricing is not shown on the supplied homepage content, which directs prospective customers to book a demo."
      },
      "evidence_quality": "medium",
      "upvotes": 0
    },
    {
      "agent_id": "securelend_market",
      "name": "Securelend Market",
      "url": "https://securelend.ai/compare",
      "short_summary": "surfaces loan products in AI search interfaces and routes qualified borrower intent to lenders",
      "price": {
        "observed": true,
        "billing": "subscription",
        "lowest_monthly_usd": 500,
        "monthly_usd": 500,
        "headline": "From $500/mo",
        "summary": "From $500/mo. SecureLend offers monthly underwriting plans from $500/mo to a pooled underwriting desk from $10,000/mo, with a first week free."
      },
      "evidence_quality": "medium",
      "upvotes": 0
    },
    {
      "agent_id": "owl_retirement_planner",
      "name": "Owl Retirement Planner",
      "url": "https://github.com/mdlacasse/Owl",
      "short_summary": "Open-source retirement planning optimizer using mixed-integer linear programming. Integrates with AI assistants (Claude, Gemini, Cursor) via MCP to optimize So…",
      "price": {
        "observed": false,
        "billing": "not_found",
        "lowest_monthly_usd": null,
        "monthly_usd": null,
        "headline": "No public price found",
        "summary": "No public pricing was observed for Owl; the repository describes it as an open-source retirement planning tool."
      },
      "evidence_quality": "unclear",
      "upvotes": 0
    },
    {
      "agent_id": "portfoliopilot",
      "name": "Portfoliopilot",
      "url": "https://globalpredictions.com/",
      "short_summary": "AI-powered financial advisor that analyzes linked investment, retirement, crypto, and real estate accounts to provide portfolio insights and personalized recom…",
      "price": {
        "observed": true,
        "billing": "free",
        "lowest_monthly_usd": null,
        "monthly_usd": null,
        "headline": "Free",
        "summary": "PortfolioPilot is explicitly free for individuals, while pricing for PortfolioPilot Pro and GP API is not publicly shown."
      },
      "evidence_quality": "unclear",
      "upvotes": 0
    }
  ],
  "platforms_also_here": [
    {
      "agent_id": "ctrader_ai_agent_connect",
      "name": "cTrader AI Agent Connect",
      "url": "https://www.financemagnates.com/forex/technology/spotware-opens-ctrader-to-ai-agents-as-mcp-wave-catches-up-with-retail-trading/",
      "short_summary": "lets AI agents place trades, manage positions, run technical analysis, and control charts on the cTrader platform via natural-language prompts",
      "price": {
        "observed": false,
        "billing": "not_found",
        "lowest_monthly_usd": null,
        "monthly_usd": null,
        "headline": "No public price found",
        "summary": "No public SaaS or agent pricing is shown in the supplied pages."
      },
      "home_niche": "algorithmic-trading-bot",
      "also_covers": true,
      "upvotes": 0
    },
    {
      "agent_id": "marketbot",
      "name": "Marketbot",
      "url": "https://github.com/EthanAlgoX/MarketBot",
      "short_summary": "Finance-customized AI agent for market intelligence, trading analysis, and decision support. Skill-based runtime for financial analysis with market domain serv…",
      "price": {
        "observed": false,
        "billing": "not_found",
        "lowest_monthly_usd": null,
        "monthly_usd": null,
        "headline": "No public price found",
        "summary": "No public pricing for MarketBot is shown in the supplied repository context."
      },
      "home_niche": "market-intelligence-research",
      "also_covers": true,
      "upvotes": 0
    }
  ],
  "page_url": "https://agentery.com/market/financial-advisor-agent",
  "summary": {
    "niche": "financial-advisor-agent",
    "sector": "financial-services",
    "pricing_by_provider_type": {
      "headline": "No published benchmark for financial-advisor-agent yet — too few comparable priced providers.",
      "benchmarks": [],
      "warnings": [
        "No priced providers meet the benchmark bar for this scope."
      ],
      "full_pricing_via": {
        "tool": "price_benchmark",
        "arguments": {
          "niche": "financial-advisor-agent"
        },
        "note": "add provider_type + buyer_tier for a specific cohort"
      }
    },
    "page_url": "https://agentery.com/market/financial-advisor-agent",
    "counts": {
      "listings_with_price_capture": 8,
      "listings_with_observed_public_price": 5,
      "providers_with_numeric_monthly_price_latest_scan": 3,
      "like_for_like_comparable_pairs": 3
    },
    "movement": {
      "d": {
        "published": false,
        "value_pct": null,
        "held_reason": null
      },
      "w": {
        "published": false,
        "value_pct": null,
        "held_reason": null
      },
      "m": {
        "published": true,
        "value_pct": 3.7,
        "driver": "securelend_market's \"The Desk\" $7500→$10000 (+33%)"
      }
    },
    "pricing_version": "cohorts-1",
    "pricing_status": "observed_offers_only",
    "pricing_by_tier": null,
    "observed_offers": [
      {
        "billing": "monthly",
        "unit": "flat",
        "count": 5,
        "offers": [
          {
            "provider": "financial_advisor_agent_tars",
            "tier": "pro",
            "billing": "monthly",
            "unit": "flat",
            "price": "$499/mo",
            "monthly_usd": 499
          },
          {
            "provider": "securelend_market",
            "tier": "enterprise",
            "billing": "monthly",
            "unit": "flat",
            "price": "$500/mo",
            "monthly_usd": 500
          },
          {
            "provider": "securelend_market",
            "tier": "enterprise",
            "billing": "monthly",
            "unit": "flat",
            "price": "$1,500/mo",
            "monthly_usd": 1500
          },
          {
            "provider": "securelend_market",
            "tier": "enterprise",
            "billing": "monthly",
            "unit": "flat",
            "price": "$3,000/mo",
            "monthly_usd": 3000
          },
          {
            "provider": "securelend_market",
            "tier": "enterprise",
            "billing": "monthly",
            "unit": "flat",
            "price": "from $10,000/mo",
            "monthly_usd": 10000
          }
        ]
      },
      {
        "billing": "one_time",
        "unit": "flat",
        "count": 1,
        "offers": [
          {
            "provider": "meet_warren",
            "tier": "pro",
            "billing": "one_time",
            "unit": "flat",
            "price": "£79",
            "monthly_usd": null
          }
        ]
      },
      {
        "billing": "unspecified_period",
        "unit": "flat",
        "count": 2,
        "offers": [
          {
            "provider": "financial_advisor_agent_tars",
            "tier": "enterprise",
            "billing": "unspecified_period",
            "unit": "flat",
            "price": "Custom Pricing",
            "monthly_usd": null
          },
          {
            "provider": "jump_ai",
            "tier": "enterprise",
            "billing": "unspecified_period",
            "unit": "flat",
            "price": "Contact sales",
            "monthly_usd": null
          }
        ]
      }
    ],
    "pricing_coverage": {
      "listings_with_price_capture": 8,
      "listings_with_observed_public_price": 5,
      "normalized_observations": 5,
      "comparable_providers": 2,
      "strict_cohorts": 0,
      "exclusion_reasons": {
        "unrankable_or_unparseable": 3,
        "ambiguous_cadence": 2,
        "one_time": 1
      }
    },
    "pricing_note": "No comparable cohort formed (a benchmark needs >=2 providers sharing a buyer tier AND billing unit). observed_offers lists the REAL provider offers, grouped and labelled by billing type — each is a single observed price, never aggregated across mixed units, periods or tiers.",
    "pricing_excluded_observations": {
      "unrankable_or_unparseable": 3,
      "ambiguous_cadence": 2,
      "one_time": 1
    },
    "billing_mix": {
      "subscription": 2,
      "one-time": 1,
      "freemium": 1,
      "free": 1
    },
    "free_tier_share": 0.4,
    "top_providers": [
      {
        "agent_id": "jump_ai",
        "name": "Jump",
        "price": {
          "observed": true,
          "billing": "subscription",
          "lowest_monthly_usd": null,
          "monthly_usd": null,
          "headline": "Paid (price not published)",
          "summary": "Jump lists Meet at $100 per advisor per month and Onboard and Grow at $50 per advisor per month, with Enterprise pricing available through sales."
        },
        "observed": true
      },
      {
        "agent_id": "optionsahoy",
        "name": "OptionsAhoy",
        "price": {
          "observed": false,
          "billing": "not_found",
          "lowest_monthly_usd": null,
          "monthly_usd": null,
          "headline": "No public price found",
          "summary": "No public SaaS pricing plans or subscription rates are shown in the supplied page content."
        },
        "observed": false
      },
      {
        "agent_id": "financial_advisor_agent_tars",
        "name": "Financial Advisor Prospect Capture Agent",
        "price": {
          "observed": true,
          "billing": "freemium",
          "lowest_monthly_usd": 499,
          "monthly_usd": 499,
          "headline": "Free tier, then from $499/mo",
          "summary": "Free tier, then from $499/mo. Tars offers a freemium AI agent platform starting at $0/mo with 50 conversations, Premium at $499/mo for mid-size teams, and custom Enterprise pricing."
        },
        "observed": true
      },
      {
        "agent_id": "meet_warren",
        "name": "Finance AI Agents",
        "price": {
          "observed": true,
          "billing": "one-time",
          "lowest_monthly_usd": 106.32,
          "monthly_usd": 143.09,
          "headline": "From $106.32/mo",
          "summary": "From $106.32/mo. Warren offers a free initial consultation and a £79 one-time detailed financial plan that includes a year of proactive support."
        },
        "observed": true
      },
      {
        "agent_id": "savvy_intelligence",
        "name": "Savvy Intelligence",
        "price": {
          "observed": false,
          "billing": "not_found",
          "lowest_monthly_usd": null,
          "monthly_usd": null,
          "headline": "No public price found",
          "summary": "Public pricing is not shown on the supplied homepage content, which directs prospective customers to book a demo."
        },
        "observed": false
      }
    ],
    "suggested_next_calls": [
      {
        "tool": "price_benchmark",
        "arguments": {
          "niche": "financial-advisor-agent"
        },
        "purpose": "full observed price distribution + per-tier medians for this niche"
      },
      {
        "tool": "niche_report",
        "arguments": {
          "niche": "financial-advisor-agent",
          "response_mode": "full"
        },
        "purpose": "the complete report incl. index series and tier decomposition"
      },
      {
        "tool": "suggest_alternatives",
        "arguments": {
          "agent_id": "jump_ai"
        },
        "purpose": "comparable (optionally cheaper) providers to a named agent"
      },
      {
        "tool": "get_agent_profile",
        "arguments": {
          "agent_id": "jump_ai"
        },
        "purpose": "full profile, integrations and pricing for one provider"
      }
    ]
  }
}