Wealth Management Copilot
Query this niche via MCP
market_report({ query: "Wealth Management Copilot", response_mode: "summary" })Agents · median
MCP servers · median
All plans — Agents vs MCPs
each dot = one provider · log scaleNo providers priced at the All tier yet.
All plans
0 pricedProvidervs its cohort medianMonthly
Position is relative to the provider's own delivery-type median at this tier — never a blended one.
What the figures on this page are. This page is Agentery's fixed-niche view of Wealth Management Copilot (latest observation 2026-10-15T03:43:03.005Z). The headline medians above are computed from that data per delivery type and buyer-tier tab: on a tier tab, the median of each provider's plan at that tier; on “All”, every priced plan point across tiers pooled. Small cohorts show as “too few” rather than a median. The embedded response below is the broader fixed-niche report: its
by_provider_type.*.median pools all tiers, pricing.byPersona.* is per buyer tier, and the unit cohorts (e.g. Pro flat) are per tier and billing unit — so those blocks legitimately differ from one headline figure. Over MCP today the advertised tools are market_report (a semantic neighbourhood for your query, not this fixed niche) and price_benchmark (query/task); niche_report stays callable as a legacy alias. Their cohorts are defined differently, so their numbers can differ from this page.market_reportprice_benchmark
See the MCP response behind this pagefixed-niche report (legacy niche_report alias, full mode) — broader than the headline figure
{
"niche": "wealth-management-copilot",
"parent_sector": "financial-services",
"provider_type_pricing": {
"slug": "wealth-management-copilot",
"pricing_basis": "lowest_observed_monthly_usd",
"provider_type_methodology": "commercial-form-v2",
"provider_type_methodology_published_at": "2026-07-31",
"blended": {
"median": 4.99,
"p25": null,
"p75": null,
"providers": 1
},
"by_provider_type": {
"agent": {
"median": null,
"p25": null,
"p75": null,
"providers": 0,
"publishable": false,
"confidence": "insufficient",
"reason": "Fewer than three comparable priced Agent-economy products are available."
},
"mcp": {
"median": null,
"p25": null,
"p75": null,
"providers": 1,
"publishable": false,
"confidence": "insufficient",
"reason": "Fewer than three comparable priced MCP servers are available."
}
},
"recommended_cohort": null,
"recommendation_reason": "Choose the cohort according to the commercial delivery type being assessed.",
"fallback_context": null,
"context_note": null
},
"crowding_level": "empty",
"observed_node_count": 0,
"adjacent_niches": [
"quantitative-analysis-agent",
"ai-banking-chatbot",
"equity-research-agent",
"credit-scoring-agent",
"ai-insurance-risk-cover",
"options-strategy-agent"
],
"market_pulse": {
"pulse": 45,
"drivers": [],
"price_move_30d_pct": null,
"money_share": null,
"entry_rate": 0,
"alive_share": 1
},
"price_move": {
"d_pct": 0,
"w_pct": 0,
"m_pct": 0,
"comparable_agents": 1,
"quarantined_agents": 0,
"confidence": "insufficient",
"published": {
"d": false,
"w": false,
"m": false
},
"held_reason": {
"d": null,
"w": null,
"m": null
},
"driver": {
"d": null,
"w": null,
"m": null
},
"tier_contribution": {
"d": {
"individual": 0,
"pro": 0,
"team_sme": 0,
"enterprise": 0
},
"w": {
"individual": 0,
"pro": 0,
"team_sme": 0,
"enterprise": 0
},
"m": {
"individual": 0,
"pro": 0,
"team_sme": 0,
"enterprise": 0
}
},
"tier_series": {
"individual": [
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100
],
"pro": [
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100
],
"team_sme": [
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100
],
"enterprise": [
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100,
100
]
},
"tier_own_move": {
"d": {
"individual": 0,
"pro": 0,
"team_sme": 0,
"enterprise": 0
},
"w": {
"individual": 0,
"pro": 0,
"team_sme": 0,
"enterprise": 0
},
"m": {
"individual": 0,
"pro": 0,
"team_sme": 0,
"enterprise": 0
}
},
"tier_agents": {
"individual": 0,
"pro": 1,
"team_sme": 0,
"enterprise": 0
},
"obs_range": {
"d": null,
"w": null,
"m": null
},
"tier_obs_range": {
"d": {
"individual": null,
"pro": null,
"team_sme": null,
"enterprise": null
},
"w": {
"individual": null,
"pro": null,
"team_sme": null,
"enterprise": null
},
"m": {
"individual": null,
"pro": null,
"team_sme": null,
"enterprise": null
}
}
},
"pricing": {
"sampleSize": 7,
"observed": 2,
"byPersona": {
"free": {
"n": 1,
"nPriced": 0,
"reliability": "none",
"median": null,
"p25": null,
"p75": null,
"min": null,
"max": null,
"mean": null,
"stdev": null,
"usageShare": 0
},
"individual": {
"n": 0,
"nPriced": 0,
"reliability": "none",
"median": null,
"p25": null,
"p75": null,
"min": null,
"max": null,
"mean": null,
"stdev": null,
"usageShare": 0
},
"pro": {
"n": 1,
"nPriced": 1,
"reliability": "none",
"median": 4.99,
"p25": 4.99,
"p75": 4.99,
"min": 4.99,
"max": 4.99,
"mean": 4.99,
"stdev": 0,
"usageShare": 0
},
"team_sme": {
"n": 0,
"nPriced": 0,
"reliability": "none",
"median": null,
"p25": null,
"p75": null,
"min": null,
"max": null,
"mean": null,
"stdev": null,
"usageShare": 0
},
"enterprise": {
"n": 0,
"nPriced": 0,
"reliability": "none",
"median": null,
"p25": null,
"p75": null,
"min": null,
"max": null,
"mean": null,
"stdev": null,
"usageShare": 0
}
},
"byPersonaMonthly": {
"free": {
"nMonthly": 0,
"p25": null,
"median": null,
"p75": null,
"confidence": "none",
"usageShare": 0,
"mixedBilling": false,
"monthlyComparable": false
},
"individual": {
"nMonthly": 0,
"p25": null,
"median": null,
"p75": null,
"confidence": "none",
"usageShare": 0,
"mixedBilling": false,
"monthlyComparable": false
},
"pro": {
"nMonthly": 1,
"p25": null,
"median": null,
"p75": null,
"confidence": "none",
"usageShare": 0,
"mixedBilling": false,
"monthlyComparable": false
},
"team_sme": {
"nMonthly": 0,
"p25": null,
"median": null,
"p75": null,
"confidence": "none",
"usageShare": 0,
"mixedBilling": false,
"monthlyComparable": false
},
"enterprise": {
"nMonthly": 0,
"p25": null,
"median": null,
"p75": null,
"confidence": "none",
"usageShare": 0,
"mixedBilling": false,
"monthlyComparable": false
}
},
"byTierCohorts": {
"status": "insufficient",
"cohorts": [],
"rejected": {},
"evidence": {
"status": "single_observation",
"single_observations": [
{
"tier": "pro",
"unit": "flat",
"provider": "fenek_portfolio_companion",
"monthly_usd": 4.99
}
],
"observed_offers": [
{
"billing": "monthly",
"unit": "flat",
"count": 1,
"offers": [
{
"provider": "fenek_portfolio_companion",
"tier": "pro",
"billing": "monthly",
"unit": "flat",
"price": "$4.99 per month",
"monthly_usd": 4.99
}
]
}
],
"coverage": {
"priced_providers": 1,
"normalized_observations": 1,
"comparable_providers": 1,
"strict_cohorts": 0,
"exclusion_reasons": {}
}
}
},
"quoteOnlyProvidersByTier": {
"pro": 0
},
"billingMix": {
"contact_sales": 1,
"freemium": 1
},
"freeTierShare": 0.5,
"medianLowestUsd": 4.99
},
"movement": null,
"index_series": {
"series": [
{
"day": "2026-09-16",
"index": 100,
"pairs": 2,
"dayChangePct": 0
},
{
"day": "2026-09-17",
"index": 100,
"pairs": 2,
"dayChangePct": 0
},
{
"day": "2026-09-18",
"index": 100,
"pairs": 2,
"dayChangePct": 0
},
{
"day": "2026-09-19",
"index": 100,
"pairs": 2,
"dayChangePct": 0
},
{
"day": "2026-09-20",
"index": 100,
"pairs": 2,
"dayChangePct": 0
},
{
"day": "2026-09-21",
"index": 100,
"pairs": 2,
"dayChangePct": 0
},
{
"day": "2026-09-22",
"index": 100,
"pairs": 2,
"dayChangePct": 0
},
{
"day": "2026-09-23",
"index": 100,
"pairs": 2,
"dayChangePct": 0
},
{
"day": "2026-09-24",
"index": 100,
"pairs": 2,
"dayChangePct": 0
},
{
"day": "2026-09-25",
"index": 100,
"pairs": 2,
"dayChangePct": 0
},
{
"day": "2026-09-26",
"index": 100,
"pairs": 2,
"dayChangePct": 0
},
{
"day": "2026-09-27",
"index": 100,
"pairs": 2,
"dayChangePct": 0
},
{
"day": "2026-09-28",
"index": 100,
"pairs": 1,
"dayChangePct": 0
},
{
"day": "2026-09-29",
"index": 100,
"pairs": 1,
"dayChangePct": 0
},
{
"day": "2026-09-30",
"index": 100,
"pairs": 1,
"dayChangePct": 0
},
{
"day": "2026-10-01",
"index": 100,
"pairs": 1,
"dayChangePct": 0
},
{
"day": "2026-10-02",
"index": 100,
"pairs": 1,
"dayChangePct": 0
},
{
"day": "2026-10-03",
"index": 100,
"pairs": 1,
"dayChangePct": 0
},
{
"day": "2026-10-04",
"index": 100,
"pairs": 1,
"dayChangePct": 0
},
{
"day": "2026-10-05",
"index": 100,
"pairs": 1,
"dayChangePct": 0
},
{
"day": "2026-10-06",
"index": 100,
"pairs": 1,
"dayChangePct": 0
},
{
"day": "2026-10-07",
"index": 100,
"pairs": 1,
"dayChangePct": 0
},
{
"day": "2026-10-08",
"index": 100,
"pairs": 1,
"dayChangePct": 0
},
{
"day": "2026-10-09",
"index": 100,
"pairs": 1,
"dayChangePct": 0
},
{
"day": "2026-10-10",
"index": 100,
"pairs": 1,
"dayChangePct": 0
},
{
"day": "2026-10-11",
"index": 100,
"pairs": 1,
"dayChangePct": 0
},
{
"day": "2026-10-12",
"index": 100,
"pairs": 1,
"dayChangePct": 0
},
{
"day": "2026-10-13",
"index": 100,
"pairs": 1,
"dayChangePct": 0
},
{
"day": "2026-10-14",
"index": 100,
"pairs": 1,
"dayChangePct": 0
},
{
"day": "2026-10-15",
"index": 100,
"pairs": 1,
"dayChangePct": 0
}
],
"latest": 100,
"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": "myrsu",
"name": "myrsu",
"url": "https://myrsu.app",
"short_summary": "**Concentration & exposure risk analysis for tech workers with RSU compensation.**\n\nAsk your AI assistant \"I have $700K in NVDA — am I dangerously concentrated…",
"price": {
"observed": false,
"billing": "not_found",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "No public price found",
"summary": "No public price found on the vendor site."
},
"evidence_quality": "medium",
"upvotes": 0
},
{
"agent_id": "optimai",
"name": "Optimai",
"url": "https://optimai.com/portfolio-ai-copilot",
"short_summary": "Automates portfolio commentary, surfaces key portfolio drivers, generates actionable insights, and answers portfolio queries in natural language for investment…",
"price": {
"observed": false,
"billing": "not_found",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "No public price found",
"summary": "No public price found on the vendor site."
},
"evidence_quality": "medium",
"upvotes": 0
},
{
"agent_id": "opula",
"name": "Opula",
"url": "https://opula.io",
"short_summary": "Opula turns Claude into your personal wealth analyst.\n\nConnect once and track holdings, net worth, cash flow, dividends, and risk; get real-time market briefs…",
"price": {
"observed": false,
"billing": "free",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "No public price found",
"summary": "Opula is publicly presented as free, with unlimited analysis and no daily question limit or card requirement."
},
"evidence_quality": "medium",
"upvotes": 0
},
{
"agent_id": "ottofinance",
"name": "Otto",
"url": "https://ottofinance.io/",
"short_summary": "automates wealth management admin including meeting notes/summaries, scheduling, client onboarding, annual reviews, and report generation for advisers",
"price": {
"observed": false,
"billing": "not_found",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "No public price found",
"summary": "No public plan pricing is shown; the homepage only includes a “Start for free” call to action."
},
"evidence_quality": "medium",
"upvotes": 0
},
{
"agent_id": "savvly",
"name": "Savvly",
"url": "https://www.savvly.com",
"short_summary": "provides longevity-linked investment products with structured payouts at milestone ages (80, 85, 90, 95)",
"price": {
"commercial": {
"currency": "USD",
"lines": []
},
"observed": true,
"billing": "contact_sales",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "Contact sales (no public price)",
"summary": "Contact sales (no public price). No public pricing is shown; prospective customers are directed to contact Savvly or book a demo."
},
"evidence_quality": "medium",
"upvotes": 0
},
{
"agent_id": "ai_portfolio_compass",
"name": "Ai Portfolio Compass",
"url": "https://github.com/Elian-dan/AI-Portfolio-Compass-public",
"short_summary": "A local-first AI portfolio copilot for investors with multiple brokerage accounts. It unifies multi-market holdings, analyzes portfolio risk, supports position…",
"price": {
"observed": false,
"billing": "not_found",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "No public price found",
"summary": "No public pricing or paid plan amounts are shown in the supplied repository homepage context."
},
"evidence_quality": "unclear",
"upvotes": 0
},
{
"agent_id": "fenek_portfolio_companion",
"name": "Fenek Portfolio Companion",
"url": "https://fenek.tech",
"short_summary": "Read-only MCP server for Claude Desktop that aggregates portfolio data from Trading 212, Bybit, and crypto wallets. Provides cross-broker overview and answers…",
"price": {
"commercial": {
"entry_offer": {
"line": "Fenek Pro",
"monthly_native": 4.99,
"monthly_usd": 4.99,
"commitment": "monthly",
"basis": "$4.99/month",
"billing_verified": true
},
"currency": "USD",
"lines": [
{
"name": "Free",
"price": "$0 forever",
"kind": "free",
"billed": "monthly"
},
{
"name": "Fenek Pro",
"price": "$4.99 per month",
"kind": "base_subscription",
"billed": "monthly"
}
]
},
"observed": true,
"billing": "freemium",
"lowest_monthly_usd": 4.99,
"monthly_usd": 4.99,
"headline": "Free plan; paid from $4.99/mo",
"summary": "Free plan; paid from $4.99/mo. Fenek offers a free forever tier for classic brokers and cross-broker analytics, while Fenek Pro adds crypto sources for $4.99 per month."
},
"evidence_quality": "unclear",
"upvotes": 0
}
],
"platforms_also_here": [
{
"agent_id": "c8_hedge",
"name": "C8 Hedge",
"url": "https://c8hedge.com/",
"short_summary": "Provides institutional-grade FX hedging recommendations (optimal hedge ratios) for currency exposures, dynamically adjusting based on macro, trend, carry, and…",
"price": {
"commercial": {
"entry_offer": {
"line": "Pro",
"monthly_native": 99,
"monthly_usd": 99,
"commitment": "monthly",
"basis": "$99/month",
"billing_verified": true
},
"currency": "USD",
"lines": [
{
"name": "Pro",
"price": "$99/month",
"kind": "base_subscription",
"billed": "monthly"
},
{
"name": "Enterprise",
"price": "Custom",
"kind": "custom"
}
]
},
"observed": true,
"billing": "freemium",
"lowest_monthly_usd": 99,
"monthly_usd": 99,
"headline": "From $99/mo",
"summary": "From $99/mo. C8 Hedge offers a Pro plan at $99/month with a 30-day free trial (no credit card required), plus a custom-priced Enterprise tier."
},
"home_niche": "treasury-cash-management",
"also_covers": true,
"upvotes": 0
}
],
"page_url": "https://agentery.com/market/wealth-management-copilot",
"summary": {
"niche": "wealth-management-copilot",
"sector": "financial-services",
"pricing_by_provider_type": {
"headline": "No published benchmark for wealth-management-copilot 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": "wealth-management-copilot"
},
"note": "add provider_type + buyer_tier for a specific cohort"
}
},
"page_url": "https://agentery.com/market/wealth-management-copilot",
"counts": {
"listings_with_price_capture": 7,
"listings_with_observed_public_price": 2,
"providers_with_numeric_monthly_price_latest_scan": null,
"like_for_like_comparable_pairs": null
},
"movement": {
"d": {
"published": false,
"value_pct": null,
"held_reason": null
},
"w": {
"published": false,
"value_pct": null,
"held_reason": null
},
"m": {
"published": false,
"value_pct": null,
"held_reason": null
}
},
"pricing_version": "cohorts-1",
"pricing_status": "single_observation",
"pricing_by_tier": null,
"single_observations": [
{
"tier": "pro",
"unit": "flat",
"provider": "fenek_portfolio_companion",
"monthly_usd": 4.99
}
],
"pricing_coverage": {
"listings_with_price_capture": 7,
"listings_with_observed_public_price": 2,
"normalized_observations": 1,
"comparable_providers": 1,
"strict_cohorts": 0,
"exclusion_reasons": {}
},
"pricing_note": "Only ONE provider in this market publishes a comparable price — returned as a single observation, NOT a benchmark, median or fair price. See adjacent_pricing or confirm the market to widen the sample.",
"pricing_excluded_observations": {},
"billing_mix": {
"contact_sales": 1,
"freemium": 1
},
"free_tier_share": 0.5,
"top_providers": [
{
"agent_id": "myrsu",
"name": "myrsu",
"price": {
"observed": false,
"billing": "not_found",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "No public price found",
"summary": "No public price found on the vendor site."
},
"observed": false
},
{
"agent_id": "optimai",
"name": "Optimai",
"price": {
"observed": false,
"billing": "not_found",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "No public price found",
"summary": "No public price found on the vendor site."
},
"observed": false
},
{
"agent_id": "opula",
"name": "Opula",
"price": {
"observed": false,
"billing": "free",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "No public price found",
"summary": "Opula is publicly presented as free, with unlimited analysis and no daily question limit or card requirement."
},
"observed": false
},
{
"agent_id": "ottofinance",
"name": "Otto",
"price": {
"observed": false,
"billing": "not_found",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "No public price found",
"summary": "No public plan pricing is shown; the homepage only includes a “Start for free” call to action."
},
"observed": false
},
{
"agent_id": "savvly",
"name": "Savvly",
"price": {
"commercial": {
"currency": "USD",
"lines": []
},
"observed": true,
"billing": "contact_sales",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "Contact sales (no public price)",
"summary": "Contact sales (no public price). No public pricing is shown; prospective customers are directed to contact Savvly or book a demo."
},
"observed": true
}
],
"suggested_next_calls": [
{
"tool": "price_benchmark",
"arguments": {
"niche": "wealth-management-copilot"
},
"purpose": "full observed price distribution + per-tier medians for this niche"
},
{
"tool": "niche_report",
"arguments": {
"niche": "wealth-management-copilot",
"response_mode": "full"
},
"purpose": "the complete report incl. index series and tier decomposition"
},
{
"tool": "suggest_alternatives",
"arguments": {
"agent_id": "myrsu"
},
"purpose": "comparable (optionally cheaper) providers to a named agent"
},
{
"tool": "get_agent_profile",
"arguments": {
"agent_id": "myrsu"
},
"purpose": "full profile, integrations and pricing for one provider"
}
]
}
}Full market
2 providers, one sortable view
Dense enough for many listings; progressive disclosure keeps mobile usable.
ProviderTypeFromVs niche medianLiveness
OpulaOpula turns Claude into your personal wealth analyst.
Connect once and track holdings, net worth, cash flow, dividends, and risk; get real-time market briefs…Showing only providers with a published price or a free plan. $29 = lowest observed monthly · Free = free to use · Free tier = free plan + paid options.