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WealthSchema

Serves cited tax and retirement planning figures over an API, plus synthetic household data and graded benchmarks for testing AI in wealth management.

Free plan · From $49/moActively maintained

FinanceEvaluationFor developers
wealthschema.com ↗X
Open wealthschema.comAlternativesSet it up for my teamIs WealthSchema yours? Claim the card →
At a glanceswept Oct 24, 2026

≈ 15visits/mo

Little sign of use · estimate, read Oct 14, 2026

For
Wealthtech, fintech and AI builders who need cited planning figures and synthetic test data for regulated wealth software
Price
Free plan · From $49/mopricing page, read Oct 19, 2026
Activity
Actively maintainedsite updated 3 months ago
Runs as
API
Used for
  • Test AI agents against decisions with known answer keys
  • Pull cited 2026 tax limits into software at request time
  • Build and demo without real customer data
read off wealthschema.com on Oct 19, 2026
Worth knowingcomputed from what we read · each with its source
Pricingpricing page, read Oct 19, 2026

Free plan · From $49/mo

pricing page

How a program reaches itfound, not claimed · read Oct 19, 2026
  • MCP servercom.wealthschema/mcpverified in the MCP registry
  • Stateanswers, 8 toolschecked 2026-10-19
  • Address to connectwww.wealthschema.com/api/mcp

MCP server details →

This card as JSON, for your agent →

Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.

Most used in Financeby use, among tools still maintained — this tool shares no tags yet

Figure and bar: visits/mo, estimate · year: online since

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Questions this page answers
  • What is WealthSchema?

    Serves cited tax and retirement planning figures over an API, plus synthetic household data and graded benchmarks for testing AI in wealth management. It is listed in the Atlas under Finance.

  • Who is WealthSchema for?

    Wealthtech, fintech and AI builders who need cited planning figures and synthetic test data for regulated wealth software

  • How much does WealthSchema cost?

    WealthSchema has a free plan; paid plans start at $49/mo, per its pricing page on 2026-10-19.

  • Is WealthSchema free?

    Yes, WealthSchema has a free plan, per its pricing page on 2026-10-19.

  • Do people use WealthSchema?

    Little sign of use: ≈ 15 visits/mo · estimate, 2026-10.

  • Is WealthSchema still maintained?

    Actively maintained: site updated 3 months ago.

  • Does WealthSchema give refunds?

    In its own words (terms of service, 2026-10-19): “Except as required by applicable law, all fees are non-refundable once a dataset has been delivered.”

How we read a tool

No votes, no reviews, no vendor claims. Every week a crawler reads each tool's own site and a few public registries, and the words on the card are bands over what it read.

  • Use: visits to the site (estimated), installs from npm and PyPI, presence in Chrome's usage report.
  • Activity: the newest release on GitHub, npm or PyPI; the newest dated page on the site; open roles on a public jobs board.
  • Price: the vendor's own pricing page, read with the date. A figure is printed only when it is on that page.
  • The line and the use cases are written by us from the homepage, one tool at a time, and refused when they repeat the vendor's marketing.

How AI assistants read each site — the reading vendors ask us about — is on each tool's own visibility page.

How we read every tool → · By INITE Atlas Desk