Make Your Financial Advisor / Wealth Management Agent-Ready
AI agents are learning to find, book, and pay for financial advisor / wealth management services autonomously. Most financial advisor / wealth management businesses are invisible to them.
The Agent Use Case
Imagine a customer asks their AI assistant this question:
“Find a fee-only financial advisor for retirement planning, $500K portfolio”
Searching for agent-ready financial advisor / wealth management businesses... Found your business via MCP endpoint. Calling book_consultation() now...
Right now, this fails for most financial advisor / wealth management businesses. We fix that.
5 MCP Tools Agents Could Call
These are the tools an AI agent needs to interact with your financial advisor / wealth management business. We generate and host them for you.
book_consultation()
Book a consultation with a financial advisor
get_services()
Get detailed information about financial planning services
check_minimums()
Check minimum investment and account requirements
get_fee_structure()
Get detailed fee structure and compensation transparency
get_specialties()
Get advisor specialties and credentials
What You Get (Free)
Everything you need to go from invisible to agent-ready. No code required.
Agent card with services, certifications, and fee model
MCP endpoint for consultations and fee transparency
Listed in agent-searchable directories
Before & After
The difference between being invisible and being the first recommendation.
Today
Agents cannot compare your fee structure transparently
No programmatic way to check your minimums and services
Missing from AI-powered financial advisor searches
Average score: 14/100
After AgentHermes
AI agents discover and recommend your business
Customers book through any AI assistant
Machine-readable tools expose your full service catalog
First-mover advantage in the agent economy
Be the first agent-ready financial advisor / wealth management in your market
While 330K+ financial advisor / wealth management businesses average 14/100, you can be at 75+ in minutes. Free.