Search top AI Agents or MCP Serviers for RIAs
Independent score · No pay-to-rank · How it works
Keep watching for Ezra’s Q4 report on the technology changing the way RIAs work
Ezra Group will be the first firm to offer comprehensive reviews of AI Agents for the WealthTech industry in one place.
Ezra Group will consider all agents listed on here on the Ezra AI Agent Directory
Ezra Group's top researchers will reveal the top technologies shaping business today.
If your tech stack isn’t working the way it should, we can help you figure out what to fix first.
Every wealth management firm we talk to is being pitched AI agents, and almost every vendor claims to have the answer. We created the AI Agents Directory to give the industry an independent view of the market. Firms should be able to see what’s available, understand what each agent actually does, and compare solutions without a sales pitch getting in the way.
Craig Iskowitz, Founder and CEO of Ezra Group
Your integration data drives your score. Keep it accurate, find ways to strengthen it, or put it to work in sales and marketing.
Log in to review your current integration data and submit updates.
Learn which integrations matter most and how to improve your score over time.
Leverage our recognition programs, badges, and verified scores in marketing and partner conversations.
Workarounds usually mean your platforms aren’t connected the way they should be.
If you know what’s broken but need help fixing it, we can lead the implementation work.
Ezra Group helps wealth firms make sense of tech stack decisions.
Want to understand how your platform scored or how to improve?
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.
