| What it does | AI for Financial Prosperity
| Human approval infrastructure for AI agents and automation workflows
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| Stage | Established
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| Founded | 2018
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| Based in | US
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| Pricing model | Not given
| Freemium
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| Pricing | Not given
| Developer: Free forever with 250 Actions/month, 3 Sources, 3 Watches, 7-day history. Pro: $10/month ($120/year, save 17%) with 1,000 Actions/month, unlimited Sources, 20 Watches, 30-day history, additional Actions at $8 per 1,000-pack. Team: $49.17/month ($590/year, save 17%) with 5,000 Actions/mont
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| Key features | - 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
| - Typed decisions (Boolean, choice, text, number, rating, structured forms)
- Heartbeat Watches for silent-work detection
- Action Controls for safe follow-up operations
- Multi-surface inboxes (web, mobile, Slack, CLI, MCP)
- Model Context Protocol (MCP) integration
- Signed receipts and durable decision history
- Mobile app for iOS (15+) with push alerts
- Slack approval integration (Beta)
- CLI with bounded long-poll waiting
- Integration guides for GitHub Actions, n8n, LangGraph, OpenAI Agents SDK
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| What makes it different | - 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
| - Durable decision records that survive client disconnections and restarts
- Reduces median approval time significantly in production environments
- Unified API across multiple approval surfaces without building custom dashboards
- Source-scoped identity for independent credential rotation across runners
- Built-in monitoring for stalled background work with heartbeat watches
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| Free plan | Not given
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| Open source | Not given
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| Platforms | Not given
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| Public API | Not given
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 57 ● no change since last check | 5 ● no change since last check |
| Trust Flow (Majestic) | 31 | 7 |
| Citation Flow (Majestic) | 36 | 24 |
| Referring domains (Majestic) | 390 | 42 |