| What it does | AI for Financial Prosperity
| Integration layer for AI agents to connect tools, authenticate, execute and audit
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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
| Free: 100,000 tool calls/month, 50 playground messages/month. Starter: $19/month for 250,000 tool calls/month, 1,000 playground messages/month. Growth: $149/month for 2,000,000 tool calls/month, 10,000 playground messages/month. Overages: $5 for 1,000 calls, $15 for 5,000 calls, $25 for 10,000 calls
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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
| - Catalog of 1,085 APIs with 232 production-ready integrations
- 48-hour API integration guarantee or free month
- Server-side credential resolution and management
- REST, GraphQL and MCP integration runtimes
- Execution history and audit logging
- Self-hosted deployment option
- Custom API integration support
- Free migration from competitors
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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
| - No per-connection, per-user or per-seat fees; only pay for tool calls
- Unified workflow for connection setup, tool discovery and execution across multiple platforms
- Dashboard playground to test tools with integrated LLM without consuming tool calls
- Clear execution visibility and logs for agent debugging without raw application logs
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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 | Not checked yet ● no change since last check |
| Trust Flow (Majestic) | 31 | 0 |
| Citation Flow (Majestic) | 36 | 12 |
| Referring domains (Majestic) | 390 | 1 |