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MCP servers tagged wealth-management
10 live MCP servers tagged "wealth-management", ranked by trust score. Tags come from package metadata and repository topics, so this list covers servers across every category that work with wealth-management.
Fathom
Advisor stock briefings grounded in SEC filings: quote card, recent 10-K/10-Q, AI briefing where every claim carries a verified verbatim citation, advice guard, audit log. Fixture…
Pwos Core
Open source compliance-first AI operating system for SEC-registered investment advisers. Apache 2.0 licensed with defensive patent grant.
Wealth Forge AI
A precision-engineered AI workforce for fiduciary-grade financial strategy. Modeled after the NeuraForge architecture, FinForge AI uses a Unified MCP Hub and the FinWorth Math Eng…
OpenTraderWorld
Free and source-available, self-hostable trading workspace: data, backtest, trading journal, news aggregator, rich-doc editor, portfolio, 20+ modules — with a built-in MCP server…
Antevo MCP
Markets, world risk, trademarks and your own portfolio — inside the AI you already use. Remote MCP servers; two need no account.
X1 Agent Skills
Your family office just hired an agent. Open-source skills that give AI agents real financial work, durable X1 context, and a hard stop before money moves.
Wealvest AI
MCP-Powered Wealth Intelligence Platform
Tax Skills
Claude skills for US investment tax analysis: lot-level gain and loss, wash-sale screening across accounts and UMA sleeves, exact optimizers, and versioned rule packs. Analysis on…
Aal Agent Public
Runnable examples calling the live Alternative Asset Literacy MCP server — glossary lookup, module discovery, advisor gift bundles. No API key, no local data.
CLI
Antevo from the terminal — an MCP client for the Executive, Trademark, Wealth and Mandates connections.