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Appleseed Planner. (2026, September 22). Ex-Google PM launches Appleseed Planner, modeling $33 billion for tech workers. ACCESS Newswire. https://www.accessnewswire.com/newsroom/en/computers-technology-and-internet/ex-google-pm-launches-appleseed-planner-modeling-33-billion-for-t-1224909 Founder Adam Waaramaa announced the public launch of Appleseed Planner, a free financial planning platform now modeling more than $33 billion in assets across 11,000 users, after leaving his

Milemarker. (2026, September 22). Milemarker launches Firm MCP, giving wealth management firms their own AI foundation across every system they use. EIN Presswire. https://www.einpresswire.com/article/942410070/milemarker-launches-firm-mcp-giving-wealth-management-firms-their-own-ai-foundation-across-every-system-they-use Milemarker, a Snowflake-native data platform for wealth management, launched Milemarker Firm MCP, a Model Context Protocol server that gives an advisory fir

Zeplyn introduces Agent Studio and MCP Server, giving wealth management firms control of the intelligence and the interface. (2026, September 15). Zeplyn. https://www.zeplyn.ai/newsroom/zeplyn-introduces-agent-studio-and-mcp-serve Zeplyn announced Zeplyn Agent Studio and the Zeplyn Model Context Protocol (MCP) Server, allowing wealth management firms to create custom AI agents and make them available through applications their teams already use. Agent Studio enables firms to