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synseus.com
Provides financial advisory tools for firm lookup, valuation, succession planning, and archetype assessment.
ENDPOINT 1
https://synseus.com/api/mcp
Known tools 5
synseus_firm_auditLook up any SEC or state-registered RIA firm by name or CRD number.
synseus_practice_valuationCalculate RIA practice value using four-method weighted average (Revenue Multiple 30%, EBITDA Multiple 40%, DCF 20%, Client Value 10%).
synseus_succession_signalsGet aggregated succession signal counts for a geographic area.
synseus_archetype_assessmentGet the 5-question advisor archetype assessment with all answer options and scoring logic.
synseus_platform_statsGet current Synseus platform statistics including tool count (179), module count (10), registered firm database size (23,512), signal types (7), and reported outcome metrics.