AI-native financial guidance platform Candidly has announced the expansion of the Candidly Intelligence Center with six new enterprise capabilities delivered via API and the Model Context Protocol (MCP) gateway. The deterministic AI infrastructure introduces dedicated advisory agents covering retirement optimization, account aggregation, budgeting, employer benefits intelligence, employee equity plans, and Invest America accounts (widely known as Trump Accounts). This platform expansion addresses a growing market divide between generic financial wellness content and highly personalized digital experiences by enabling financial services firms to put consumer-facing, compliance-reviewed AI tools directly into the hands of retail investors and employees.
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A primary focus of the launch is the platform’s support for Invest America accounts, the new tax-advantaged children’s investment vehicles established under the One Big Beautiful Bill Act (OBBB). Highlighting the balance-sheet optimization this infrastructure enables, “These six capabilities unlock what we’ve always believed is possible: enabling the industry to meet every participant and investor where they are, with holistic, N=1 personalized guidance that harmonizes across both sides of the balance sheet,” said Laurel Taylor, Founder and CEO of Candidly. “The divide in the market right now is stark: generic guidance built for the masses on one side, deeply personalized digital experiences on the other. The composable stack we’re releasing enables the financial services industry to cross that chasm, defend market share, and grow. And when the industry incumbents move the market, hardworking Americans get the guidance they deserve.”
