AgentDish directory
wealth management
Accepted listings with this tag.
| Listing | Category | Score | Trend | Checked | |
|---|---|---|---|---|---|
#5
↓ -1
QuantisticAI
AI operating system for private-market LPs that reads fund documents, tracks portfolio commitments, and checks fees and carry against LPAs with source-linked outputs. |
AI Operating System / Private Market LP Operations | 92 | ↓ -1 | 35 days ago | Details |
#508
↓ -4
Opula
Opula is a hosted MCP connector that lets Claude and ChatGPT analyze your own finances using connected portfolio, net worth, cash flow, dividend, and risk data. |
Finance / Personal Finance / Wealth Management | 87 | ↓ -4 | 98 days ago | Details |