Free · community-maintained · 109 servers
The MCP server directory for wealth management.
Model Context Protocol servers that RIAs, advisors, fintech builders and developers can connect to Claude, ChatGPT and other assistants — market data, custody, CRM, planning, compliance and operations, in one index.
4 results
AdvizorPro MCP Server
OfficialAdvizorPro · 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.
ria dataprospectingread-onlyDocumentation ↗Auth: API keyRemoteUpdated 2026-07-31RateFINTRX MCP Server
OfficialFINTRX · 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.
ria datafamily officesprospectingDocumentation ↗Auth: API keyRemoteUpdated 2026-07-31Rate
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