wealthtech.dev

dev.wealthtechPublished by wealthtech.devOfficial publisherv0.2.0Updated Oct 28, 2026

Read-only, sourced access facts for wealth tech products, vendor MCP servers and Form ADV columns.

VerifiedStreamable HTTPWeb executableFinanceDeveloper Tools

Overview

AI-generated overview

Read-only lookup of wealth technology products, vendor MCP servers and SEC Form ADV columns, with dated, quoted evidence for each fact.

What you can do
  • Search products by name, vendor, id, category, access level or MCP availability, and list the covered categories
  • Read a single product's full record: access level, auth, sandbox, docs, OpenAPI, webhooks, SDKs, rate limits, partner program and linked MCP servers
  • Compare access facts side by side for 2 to 10 products
  • List and inspect vendor MCP servers and AI connectors, including endpoint, transport, auth, price and read/write tools
  • Review dated changelog entries for new products, changed access facts and new MCP servers
  • Explain a Form ADV column: its Part 1A item, form wording, type, observed values and gotchas
When to use it
Useful when evaluating or integrating wealth technology vendors and you need sourced answers about API access, authentication, sandbox availability and existing MCP servers. Also handy for interpreting SEC Form ADV CSV columns while working with adviser data.
Requirements
Remote streamable HTTP endpoint; no packages, environment variables or headers declared, and no authentication declared.
Before you install
The data is a third-party catalog of vendor facts; verify quoted evidence and checked dates before relying on it for integration or compliance decisions. No write actions or credentials are described.

Installation

In SourceWeft

  1. Open wealthtech.dev in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/dev.wealthtech%2Fmcp/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "wealthtech-dev": {
      "type": "http",
      "url": "https://mcp.wealthtech.dev/mcp"
    }
  }
}

Tools

8

search_products

Search wealth technology products

Find products by name, vendor or id, optionally filtered by category, API access level or whether the vendor has an MCP server or AI connector. Returns one row per product; call get_product for the quoted evidence behind each value.

Parametersqueryaccesshas_mcpcategory

get_product

Get one product's developer access record

Everything on record about connecting to one product: access level, auth methods, sandbox, docs, OpenAPI, webhooks, SDKs, rate limits, partner program, how to get access, what the docs don't say, and linked MCP servers. Each fact has its state, checked date and a verbatim quote in sources[].

Parametersidrequired

compare_access

Compare API access across products

Side by side: access level, auth, sandbox, docs, OpenAPI, webhooks, SDKs, rate limits, how to get access and partner program for 2 to 10 products, with the state and checked date of each value.

Parametersidsrequired

list_mcp_servers

List wealth-tech MCP servers and AI connectors

MCP servers and AI connectors published by wealth technology vendors: endpoint, status (live or announced), kind, tool count and the products they connect to.

Parametersstatusproduct_id

get_mcp_server

Get one MCP server or AI connector

Full record for one vendor MCP server or AI connector: endpoint, transport, auth, scope, how it is enabled, price, listings and its tools (read or write), with quoted evidence in sources[].

Parametersidrequired

get_changes

What changed on wealthtech.dev

Dated changelog entries: new products, changed access facts, new MCP servers. Use since to get only recent entries.

Parameterssince

get_form_adv_column

Explain a column in the SEC investment adviser file

What one column of the SEC's monthly investment adviser (Form ADV) CSV means: the Form ADV Part 1A item, the question as worded on the form, its type, observed values and gotchas. Matches the exact column name (e.g. "5E(1)" or "Organization CRD#") or a normalized name (crd_number); otherwise returns up to 10 columns whose name contains the text.

Parametersnamerequired

list_categories

List product categories

The product categories wealthtech.dev covers, with how many products each holds.

Takes no parameters.

Version history

1
  1. v0.2.0LatestOct 22, 2026

Score

83% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • LicenseNot applicable

    A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.