Find top AI Agents or MCP Serviers for RIAs
The AI Advisors Directory lists AI agents and MCP servers built for financial advisors. Each listing shows what the tool does, its category, pricing model, and whether it’s a prototype or live in production. Listings marked “Demoed by Ezra Group” are tools our team has seen running firsthand.
Anyone building an AI agent for advisors can submit a listing — it takes about two minutes. Ezra Group reviews every submission before it appears in the directory, and you’ll get an email when your listing is approved.
No account needed to get started. Submit your agent, and we’ll set up your vendor login when it’s approved.
All updates are reviewed by an Ezra Group administrator within 48 hours.
Approved
Changes accepted, score updated
Rejected
Changes not accepted (you can correct and resubmit)
Pending
Changes submitted, under review
Unsubmitted
Changes saved but not submitted; score will not update until you submit
Timeline: Reviews typically complete within a few days.
After approval: Your updated score appears on ezragroup.com and you’ll receive a confirmation email.
Submit your agent today
Questions about your score or the portal? Contact integrations@ezragroup.com
Changing an applications category can recalculate scores for all products of the “new category” and “old category” if the product becomes the highest number of integrations with key apps and non-key apps. Please proceed with caution in making changes to the application category. The updated calculations take effect after you submit changes of the form.
