The MCP server directory for wealth management.

AdvisorFinder · Advisor & Firm Intelligence / Prospecting

Queries SEC IAPD Form ADV filings and FINRA BrokerCheck for advisor and firm profiles, disclosures, and risk scoring.

AdvizorPro · Advisor & Firm Intelligence / Prospecting

Read-only access to AdvizorPro's RIA, broker-dealer, family office, and wealth-team contact/firm data via Claude, ChatGPT, and other MCP clients.

ADVmcp · Advisor & Firm Intelligence / Prospecting

Read-only SEC Form ADV intelligence for adviser research, due-diligence briefs, acquisition screening, peer benchmarking and claim verification. Nine public MCP tools search filed profiles, page through filtered firms, screen filing changes and return cohort statistics and charts, including qualified-custodian, advisory-employee and branch-office counts. Eight skills provide guided workflows and reference material. The free, signed-in ADV Analyst offers the same tools through a web conversation; the MCP connection needs no account or key.

Apollo.io · Advisor & Firm Intelligence / Prospecting

General B2B prospecting: search 240M+ contacts/companies, enrich records, create/update contacts, add to outbound sequences.

FINTRX · Advisor & Firm Intelligence / Prospecting

Real-time access to FINTRX's RIA, broker-dealer, advisor-team, and family office datasets (780,000+ reps, 45,000+ firms, 4,500+ family offices) via Claude, Perplexity, and ChatGPT.

RelPro · Advisor & Firm Intelligence / Prospecting

Relationship intelligence for financial and professional services: 7M+ companies, 150M+ decision-makers, firmographics, UCC filings, SBA loans, Form 5500 benefit plans and buyer-intent signals surfaced inside Claude, ChatGPT and Copilot.

Seamless.AI · Advisor & Firm Intelligence / Prospecting

General B2B sales intelligence: find contacts, enrich records, build lists, launch campaigns via natural language.

valuationmcp.ai · Advisor & Firm Intelligence / Prospecting

MCP-native valuation for RIAs and wealth practices: one seven-method engine, two lanes. Sellers get fair value, an asking price, a low/high range and data confidence; buyers get a private walk-away ceiling, CRD-based target screening and an acquisition pipeline. Claude or another MCP-compatible assistant gathers sourced figures from CRM, ledger and custodian systems, then surfaces gaps and disagreements before valuation. Deal Room supports private buyer/seller rehearsals and invitation-only shared discussions, with a free simulated example. A2A-compatible enterprise agents can request and prepare target information through the same human-approved broker, without sharing either side's private valuation.

ZoomInfo · Advisor & Firm Intelligence / Prospecting

Prospect and company intelligence data.