Connect your agent to 2,400+ tools through one MCP connection at provider prices
AI for Financial Prosperity
Stage
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Established
Founded
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2018
Based in
FR
US
Pricing model
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Not given
Pricing
Free tier with access to free tools and optional $5 promotional credit. Pay-as-you-go with no platform fee on first top-up of $10 or less; 5.5% platform fee (minimum $0.80) on larger first top-ups and subsequent top-ups. Tool calls charged at provider's price with 0% markup. Example prices: Google s
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Key features
Access to 2,436 tools from 52 providers
Support for Claude, ChatGPT, Codex and Cursor
Price preview before tool execution
Per-call billing at provider prices with 0% markup
Spending caps per hour, day, lifetime and per tool
113 playbooks for common tasks
Tools across social media, ads, search and company data
Single prepaid balance across all providers
Agentic Workforce Platforms for wealth, asset management, and insurance
Tax Intelligence and optimization platforms
Workplace to Wealth infrastructure connecting benefits and personal wealth
Distribution Science AI for advisor and investor reach
Magnifi AI search engine for investment discovery
AMP platform for wealth and distribution growth
Coordinated agents with shared context and enforced rules
AI enhances front, middle, and back office operations
What makes it different
One prepaid balance eliminates need for separate accounts with 25+ providers
0% markup on all tool calls - pay provider prices directly
Price transparency with cost shown before execution
Granular spending controls per key, hour, day and tool
Pre-built playbooks reduce setup time for common workflows
Industry-first agentic operating system for wealth
Unified platform replacing isolated tools across workflows
Mission-driven focus on better wealth outcomes for more people
Trusted partnerships with JP Morgan, Morningstar, Franklin Templeton
Comprehensive coverage of wealth, asset management, and insurance sectors
Agentik
TIFIN