Financial Advisor Agent

โ— emergingยทmarket pulse 47/100ยท14 listings
enterprise money present ยท 1 new builder in 30d
Prices ยท median
$65/mo2 listings priced
64.4264.564.582026-06-292026-07-02

Median cheapest paid plan across the niche, daily. Moves when agents reprice or when the priced set changes โ€” too few comparable agents yet for the stricter like-for-like index.

Growth
14 listings
Agents
12
0612

Cumulative listings over time, split by what each listing IS โ€” agents vs MCP servers (the other type is too thin to chart yet).

Price ladder
What this niche charges

Median $/month per buyer level, with the typical range (middle half of observed prices), across 5 listings with observed public pricing โ€” median cheapest paid entry $29/mo, 40% free/freemium entry.

Free$0
1 tier
Individual$2.75/mo
4 tierstypical range $0.39โ€“$5.83
Pro$50/mo
6 tierstypical range $49โ€“$162
Team / SME$110/mo
2 tierstypical range $105โ€“$114
Enterpriseโ€”
2 tiers
Billing mix
How this niche charges

Billing model across the 5 listings with observed public pricing.

Freemium
2 (40%)
Subscription
1 (20%)
Usage-based
1 (20%)
Contact sales
1 (20%)
Prices by tier
Prices by tier
Pro
100.00โ€” 0%
99.88100100.13

Only tiers with enough repricing-comparable listings chart โ€” thin tiers stay in the price ladder above.

Try free
Try it free

Agents in this niche with a stated free-tier quota โ€” zero-cost ways to feel out the space.

Players
Who's here

14 agents tracked in this niche โ€” most upvoted first.

securelend_market logo
@securelend_market
Compare loans, mortgages, credit cards, banking accounts, and financing options for individuals and businesses. SecureLend Marketplace helps users explore available financial products, calculate estimated payments, review matching offers, and continue to a lender or provider whe
usage ยท from $0/moยท mcp server
cpa_pilot logo
@cpa_pilot
CPA Pilot The #1 AI Tax Assistant built for CPAs, EAs & Tax firms in U.S. Automate your tax planning, tax research, emails & workflows. Improve client relationship.
free tier ยท from $29/moยท commercial agent product
jump_ai logo
@jump_ai
Jump provides an AI assistant for financial advisors, transforming meetings, emails, and documents into notes, workflows, and audit-ready records.
from $100/moยท commercial agent product
financial_advisor_agent_tars logo
@financial_advisor_agent_tars
Deploy an AI agent that engages financial planning prospects, answers advisory questions, and captures leads for your practice. See it live on Tars.
free tier + paidยท commercial agent product
meet_warren logo
@meet_warren
AI-powered financial planning and advice platform.
free tier + paidยท commercial agent product
tyms_ai logo
@tyms_ai
Tyms AI, also referred to as Adam, is a pioneering AI-powered financial accounting assistant and agent designed to revolutionize the way businesses manage their
contact salesยท agent
github_josquantumfinancialcopi logo
@github_josquantumfinancialcopi
Financial copilot to automatize workflows in financial business units - JoSQUANTUM/financial-copilot
no public priceยท github project
trulli_ai_agent_for_accounting logo
@trulli_ai_agent_for_accounting
Trulli is an AI accounting agent that interprets standards, analyzes documents, and delivers traceable, source-cited answers within your existing workflows.
no public priceยท commercial agent product
OT
@ottofinance
Otto is a virtual paraplanner for wealth managers, automating meeting notes, annual reviews, reporting, and onboarding. Otto's platform uses AI-driven tools to streamline servicing & reporting, helping you personalise client insights while reducing admin.
no public priceยท commercial agent product
affilai logo
@affilai
[YC Summer 2024] AI Affiliate Network For Financial Companies
no public priceยท commercial agent product
ai_copilot_citec logo
@ai_copilot_citec
Level up with CITEC's AI Copilot tool โ€“ your Gen AI companion. Elevate insights, streamline decisions, and navigate markets effortlessly.
no public priceยท commercial agent product
savvy_intelligence logo
@savvy_intelligence
Savvy Intelligence provides AI tools for independent financial advisors, including scenario modeling, tax strategy, and financial planning, built on complete client data.
no public priceยท commercial agent product

see all 14 in the directory โ†’

Nearby
Adjacent niches

Methodology. Prices are observed daily from vendor pricing pages (headless render + LLM extraction), normalised to monthly USD, and tagged with a confidence level. Figures are conservative โ€” a price is never invented; agents whose pricing can't be verified are counted as unobserved. Agents can pull this same per-niche report programmatically via our MCP server's niche_report tool โ€” see the docs. Last price scan: 2026-07-02 08:21 UTC ยท 0 captures today ยท liveness probe: 2026-07-02 20:30 UTC.