The MCP server directory for wealth management.

Addepar · Wealth Platforms

Addepar's first-party connector for Claude for Financial Advisors, announced September 14, 2026, brings permission-aware portfolio intelligence into an advisor conversation. Its Claude directory listing documents 15 read tools, including portfolio data, exposure, performance attribution, ownership graphs, transactions and private fund cash movements and upcoming capital activity, answered within each user's existing Addepar permissions.

finmanagerai · Wealth Platforms

Atlas is a hosted MCP server from finmanagerai covering investment and broker workflows, listed on PulseMCP. It positions itself as a managed connection layer so an agent can work across portfolio and broker operations without running local infrastructure.

d1g1t · Wealth Platforms

Enterprise wealth management platform (portfolio analytics, risk, performance, rebalancing, tax-loss harvesting, compliance monitoring) exposed as natural-language tools for Claude, ChatGPT, and Copilot.

HeirWealth · Wealth Platforms

Connects the HeirWealth Atlas client data layer to AI assistants such as Claude and ChatGPT, letting advisers, accountants and family offices query consolidated whole-of-wealth data across multiple entities and structures in plain language, with portfolio insights, summaries and anomaly flags. Caveats: requires an existing HeirWealth Atlas deployment. Australian platform. The "first for an Australian wealth reporting platform" framing is the vendor's. Vendor states figures are produced by HeirWealth's own deterministic calculation engine and passed to the assistant rather than generated by the AI, and that no client data is used to train third-party models. Both vendor claims, not independently verified. Connection details are not publicly published; start with read-only scopes.

iCapital · Wealth Platforms

First-party iCapital connector for Claude for Financial Advisors, announced September 15, 2026, bringing alternative investment data into an advisor conversation. iCapital describes it as securely exposing authorized holdings, valuation, transaction and performance information for a client's private fund positions so an advisor can ask about them and see them alongside the rest of the portfolio, supporting client conversations, portfolio reviews and investment research. It follows iCapital's April 2026 announcement of layering Claude models across its platform for alternatives, structured investments and annuities. iCapital says governance and permissions controls are maintained, so an advisor reaches only the client data they are already authorized to see.

Lumonic (a PitchBook company) · Wealth Platforms

Connects a firm's Lumonic workspace to Claude, ChatGPT and other approved MCP assistants for portfolio monitoring queries across private credit and private equity. Which portfolio companies have not submitted financials, which borrowers are approaching a covenant breach, and similar. Vendor also publishes an MCP prompt library for private credit, PE and VC workflows. Caveats: existing Lumonic customers only. The "every number links back to its source document, down to the exact cell" audit-trail claim is the vendor's. Combined PitchBook + Lumonic data access requires being a client of both. Connection details are not publicly published; start with read-only scopes.

Community (babuvenky76) · Wealth Platforms

Early-stage wealth management MCP server.

OneVest · Wealth Platforms

Vendor MCP server for the OneVest wealth platform: real-time client data, portfolio positions and pipeline activity, plus agentic actions for RIAs, banks and broker-dealers.

Ontra · Wealth Platforms

Brings real-time private markets fund data from Ontra into Claude and ChatGPT, entity information including ownership structures, jurisdictions, tax classifications, filing deadlines, directors and officers, and authorised signatories, supporting plain-language queries, portfolio mapping and multi-filter entity search. Caveats: fund entity, legal and compliance data. Not portfolio performance or investment analytics. Built for legal, compliance, tax, finance and deal teams at fund managers rather than for advisors. Vendor stated additional data and use cases were still to come after GA. Connection details are not publicly published; start with read-only scopes.

Community (alpflo) · Wealth Platforms

Early-stage open-source server exposing Swiss custody data: customers, positions and transactions, through the OpenWealth Custody Services API v3.2.0 standard. Read-only by design; requires OpenWealth credentials, sandbox-oriented, research-grade rather than production.

Orion Advisor Solutions · Wealth Platforms

First-party Orion MCP connector for Claude for Financial Advisors, announced September 14, 2026 at Future Proof and listed in Anthropic's Claude connector directory. Links Claude to two Orion systems at once: Orion Connect for portfolio and account data, and Redtail CRM for contacts, activities and opportunities. An advisor asks in plain language for a client update, meeting prep or a pipeline read, and the answer is assembled from live Orion and Redtail records without exports or system switching. Access is governed through the Orion Gateway Portal, where a firm administrator sees which MCP tools each product includes, which are read-only versus write, and the per-minute rate limits and daily quotas that apply. Entitlements are derived from the firm's product catalog, so an advisor reaches only what they are already entitled to see. The same connection is offered as a front door for firms building their own AI against Orion rather than using the Claude connector.

Truthifi · Wealth Platforms

Hosted read-only MCP bridge connecting advisor and client platform accounts to Claude, ChatGPT and other agents. Covers Orion, Envestnet, Tamarac, AssetMark, Black Diamond, Addepar, Pershing NetX360, Fidelity Wealthscape, Schwab Advisor Center, eMoney, MoneyGuidePro, RightCapital, Redtail, Wealthbox and Practifi, plus 18,000+ US institutions. A free Truthifi account and OAuth authorization at the platform's own domain are required.

Wealthfolio · Wealth Platforms

Built-in MCP server in the Wealthfolio portfolio tracker, exposing holdings and performance to AI agents through scoped, revocable access tokens.

Zeplyn · AI Notetakers & Meeting Intelligence

Zeplyn's MCP server, announced September 15, 2026 alongside its Agent Studio, gives MCP-compatible AI applications and a firm's proprietary advisor tools governed access to agents built in Agent Studio, plus Zeplyn's client intelligence and a library of 60-plus wealth-specific tools. Zeplyn positions itself as the AI operating system for wealth management: meeting intelligence, client data and custodial integrations such as Schwab sit behind the server, and agents a firm publishes in Agent Studio become reachable from Claude, ChatGPT, Copilot, Slack or in-house tools. Zeplyn says access runs inside its existing governance layer with role-based permissions, audit trails and PII redaction, and that client data is not used for model training.