Alpha

An AI-first valuation app built for wealth management.

ValuationMCP is an MCP-native application: your agent talks directly to ours over the Model Context Protocol, pulls the numbers that already live in your CRM, portfolio accounting, custodian, billing and ledger systems, and turns them into a defensible valuation. No surveys. No spreadsheets. No guessed assumptions — only sourced facts, published benchmarks, and a seven-method blend that weights every input by the confidence of the data behind it.

Create an account to connect Inspect the valuation math

An account is required before the MCP endpoint will answer: every tool runs as you, over your own data, behind OAuth.

MCP tool surface

Six tools, one valuation loop

list_practices

Every practice on your account with data coverage, logged sources and the latest valuation.

list_data_requirements

The gathering checklist: each fact the math needs, the method it drives, and the kind of platform that normally holds it.

upsert_practice

Write gathered facts back. Send only what you actually found — omissions lower confidence instead of becoming guesses.

record_data_source

Log which platform supplied which fields, so every figure in the valuation carries its provenance.

get_benchmarks

Form ADV firm-size and client-mix percentiles plus published operating medians, matched to the firm's size tier.

compute_valuation

The seven-method blend, six-factor quality multiplier, and a sell-side asking price.

23,740

Form ADV firm records behind the size and client-mix percentiles

Valuation methods blended, each weighted by data confidence

2024

Data year for the published operating medians used to fill gaps