Fintel Discovery

Published by Fintel Discovery

Vendor

Aggregates Form ADV, BrokerCheck and 13F filings — a licensed cross-check on a firm's regulatory AUM and client counts.

Create an account to connect Server documentation

Hosting

Remote

Authentication

API key

Directory tier

Vendor

Remote endpoint

https://ai.fin-discovery.com/mcp

What this server supplies

Fields this server can cover in the valuation checklist, and the methods each one drives.

Assets under management

Drives: AUM Percentage

Client households

Drives: Client Value

What you approve

1.A Fintel Discovery subscription with an API key for read-only lookups.

How your agent connects it

1.Add the remote MCP server https://ai.fin-discovery.com/mcp to your assistant with your API key.
2.Ask the agent for the firm's filed AUM and client counts as a cross-check on gathered figures.

Figures, not records

Your agent reads Fintel Discovery directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.

Server details, tier and auth mode sourced from the WealthMCP directory.