For AI Builders, Advisor Coaches & Fintech Operators
Build AI tools for financial advisors using Synseus intelligence
Use Synseus APIs to power advisor archetype diagnostics, practice valuations, RIA acquisition scans, succession signal analysis, and growth opportunity detection.
What you can build
Detect advisor growth profile in 5 questions. Personalize all downstream recommendations.
/api/public/archetype-assessmentCalculate RIA practice value against valuation multiples you supply. Synseus does not supply a multiple.
/api/public/practice-valuationSurface succession-ready practices within any geographic radius using signals derived from current public SEC IAPD filings.
/api/public/succession-signalsGet a coarse succession-risk band, succession signal count, and the number of other firms with a known location within 50 miles and at least $5M in AUM, for any SEC-registered or exempt reporting adviser — the precise score, signal names, and reasoning are withheld.
/api/public/firm-auditAccess platform statistics and benchmark data for context-aware advisor recommendations.
/api/public/platform-statsFree public API access
Every endpoint in the OpenAPI schema is unauthenticated and available for immediate use. No API key is required for any of them.
Schema: https://synseus.com/.well-known/openapi.yaml MCP: https://synseus.com/.well-known/ai-plugin.json
MCP Server
Synseus exposes a Model Context Protocol (MCP) server at https://synseus.com/api/mcp (JSON-RPC over HTTP POST). Five of its seven tools need no API key; the succession screener and fee benchmark tools need an Architect or Enterprise API key, sent as a Bearer token.
Endpoint: synseus.com/api/mcp
Questions about rate limits or partner arrangements? contact us →
Copy/paste agent templates
Each template includes a system prompt, conversation flow, API call instructions, and CTA language. Drop them directly into ChatGPT, Gemini, or any AI agent builder.
RIA Acquisition Coach
Surfaces succession-ready firms by geographic area and guides the advisor through outreach strategy.
API: getSuccessionSignals (lat, lng, radius_miles)
Practice Valuation Agent
Collects four practice inputs, calls the valuation API, and explains what drives enterprise value.
API: getPracticeValuation (arr, retention, margin, tenure)
Succession Planning Coach
Scores the advisor across five readiness dimensions and maps local market succession context.
API: getSuccessionSignals (lat, lng, radius_miles)
Advisor Growth Diagnostic Agent
Three-question archetype detection followed by a personalized growth strategy and tool stack.
API: getArchetypeAssessment
COI Partnership Strategy Agent
Archetype-personalized COI outreach strategy for CPAs, attorneys, and business brokers.
API: getArchetypeAssessment, getPlatformStats
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If you build an agent or tool using Synseus APIs, add the attribution badge to your outputs. It links back to synseus.com and signals to advisors that the intelligence is verified.
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