GPTadvisor presents Wealth MCP: an organization’s offering, live and compliant inside the AI clients already use. Portfolios, products, and market data — permissioned, encrypted, and audit-trailed. Built for the regulatory reality of financial services.

Features

• Live in weeks: Design, implement, and publish a compliant MCP in weeks
• Compliant: Controls what AI has access to and filters any sensitive data before it gets to the AI
• Reliable: Provides the accurate data clients need to inform their decisions using AI

Who's it for?

Banks, insurance providers, community banks, regional banks, and asset managers.

Headquartered in Madrid, Spain. Founded in 2023.