| What it does | AI for Financial Prosperity
| The AI agent hosting platform
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| Stage | Established
| MVP
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| Founded | 2018
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| Based in | US
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| Pricing model | Not given
| Free trial
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| Pricing | Not given
| Free 7-day trial per app. Paid plans are per app: Starter $49/mo (1,200 generations/month, $20/mo managed-LLM credit, XS-SM agent sizes, email support); Pro $129/mo (3,500 generations/month, $50/mo managed-LLM credit, XS-MD agent sizes, priority support); Scale $299/mo (9,000 generations/month, $100
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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
| - One script tag integration for landing pages
- SDK for app embedding
- Generative UI for agent responses
- Pricing question answering
- Calendar link handoff for serious leads
- Visitor inquiry reporting
- Isolated pod runtime per deployed agent
- Always-on runtime without cold-starts
- Bring your own LLM key option
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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
| - Metered billing with spending caps, no surprise costs
- Per-app billing rather than per-account, so you upgrade only apps that take off
- Generative UI adapts interface to each request
- No cold-starts on deployed agents, always-on runtime
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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 | 13 ● no change since last check |
| Trust Flow (Majestic) | 31 | 0 |
| Citation Flow (Majestic) | 36 | 18 |
| Referring domains (Majestic) | 390 | 32 |