| What it does | AI for Financial Prosperity
| MCP-native memory layer for AI agents
|
|---|
| Stage | Established
| Not given
|
|---|
| Founded | 2018
| Not given
|
|---|
| Based in | US
| RO
|
|---|
| Pricing model | Not given
| Freemium
|
|---|
| Pricing | Not given
| Spark: Free (5,000 new memories/month, 100 searches/day). Builder: $19/mo (50,000 new memories/month, 1,000 searches/day). Studio: $79/mo (250,000 new memories/month, 5,000 searches/day). Scale: $249/mo (1,500,000 new memories/month, 20,000 searches/day). Enterprise: custom pricing with unlimited te
|
|---|
| 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
| - Knowledge Graph on every plan including free tier
- Hybrid semantic and full-text search with reranking
- 18 Typed MCP Tools across 8 AI agents and editors
- TypeScript and Python SDKs with full REST API
- Team collaboration with roles and permissions
- Row-level security isolation enforced by database
- Agent Skills for reusable agent behaviors
- Setup in 60 seconds with browser sign-in
|
|---|
| 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
| - Graph memory included on free plan, competitors charge $249/mo for it
- First paid tier at $19/mo with 50,000 memories and 1,000 daily searches
|
|---|
| Free plan | Not given
| Not given
|
|---|
| Open source | Not given
| Not given
|
|---|
| Platforms | Not given
| Not given
|
|---|
| Public API | Not given
| Not given
|
| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 57 ● no change since last check | 10 ● no change since last check |
| Trust Flow (Majestic) | 31 | 0 |
| Citation Flow (Majestic) | 36 | 23 |
| Referring domains (Majestic) | 390 | 23 |