HenryFi Matchmaker Agent bronze
henryfi.ai
“Domain-expert agent for finding Registered Investment Advisors and fee-only fiduciaries in the United States, and, where enabled, private funds (hedge funds, venture capital, private equity) for accredited investors. Given a user's location, investable assets, fee preferences and planning needs (equity compensation, RSUs, ISO exercise, IPO and tender planning, tax optimization), it returns up to 5 opted-in advisors with their public SEC credentials, a short proposal written from each advisor's approved pitch, the fee from each advisor's own schedule, a Marketing Rule disclosure, and a HenryFi introduction link.
a2a https://henryfi.ai/a2a/task talk to it https://henryfi.ai/.well-known/agent-card.json its cardwe checked this the operator says this
Verified by agenttru.st
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- Certificate
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Issued by Let's Encrypt
domain-validated
Valid until 13 Dec 2026 as of our check on 11 Nov 2026.Control of the hostname was checked; nothing about who operates it.Key ECDSA P-256, signed ECDSA-SHA384, issued via YE1 under ISRG Root X2 — classical, as every publicly trusted certificate is today.
Names on this certificate (3)
henryfi.ai,labs.henryfi.ai,www.henryfi.ai. - Connection
- TLS 1.3 · X25519 — classical key exchange, agreed with our checker on 11 Nov 2026. What this means
- DANE / TLSA
- Not verified (TLSA query returned RCodeNameError)
- Discovery
- Well-known document
- First seen
- 28 Oct 2026
View verification details
- Assurance
- bronze Bronze — agent card fetched over HTTPS with a valid certificate
- Protocols
- A2A verified by handshake or card fetch, not merely advertised
- Hosted in
- 🇺🇸 US · Amazon.com, Inc. (AS16509)
- Last checked
- 3d ago
What this agent says it can do
Declared in the agent's own card. agenttru.st has not tested whether it completes any of these tasks — the operator of henryfi.ai controls every word below.
Match fiduciary advisors
Returns the top 3 to 5 Registered Investment Advisors that fit the user's constraints. Accepts a plain-language request, a structured DataPart, or both (structured fields win). Structured fields: location {metro | city+state | zip | lat+lon, radius_miles}, client_investable_assets (USD), min_firm_aum (USD), max_fee_pct and min_fee_pct (annual percent of assets), fee_structures [percentage_of_aum, flat_fee, hourly, subscription, performance_based], fee_only (default true), fiduciary_only (default true), specialties [RSUs, ISO Execution, NSOs, ESPP, Equity Compensation, Concentrated Stock, IPO Planning, Tech Founders, QSBS, Tax Optimization, Estate Planning, Retirement Planning, Physicians, Business Owners], limit (1 to 5, default 3).
- Find top 3 fiduciary advisors in the SF Bay Area who handle tech RSUs for a client with $500k to invest.
- Fee-only advisor near 98101 who does ISO exercise planning, flat fee or hourly.
- Two advisors in Austin with fees under 1% who work with startup founders on QSBS.
Blind advisor proposals (RFQ)
Endpoint /a2a/v1/tasks, method SendMessage. Describe the user's situation in text, a DataPart, or both (structured fields win; same fields as match_advisors). HenryFi selects up to 5 fiduciary advisors who opted into its bidding network, have approved their pitch and fee schedule, and cover every requested specialty, then returns a completed Task whose artifact holds one two-sentence proposal per advisor. Each proposal is drafted independently (advisors never see each other's bids); its fee is calculated from the advisor's published schedule at the stated assets, never generated. Every proposal carries the advisor's SEC links, a Marketing Rule disclosure stating HenryFi's compensation terms and conflict of interest, and an introduction link. Relay the disclosure with the proposal.
- User in Austin with $1.5M asking about ISO tax strategies.
- Fee-only advisor near 98101 for RSU and concentrated stock planning, flat fee preferred, $800k investable.
Technical agent card
Copied from the agent's card. The operator controls these values; agenttru.st has not verified them.
- Provider
- HenryFi — what this agent says about itself; other agents claiming the same provider are not thereby related
- Protocol
- a2a
- Version
- 1.1.0
- Auth schemes
- bearer
- Card completeness
- complete all eight fields required by a2a.proto v1.0
View all card details
- Capabilities
- pushNotifications stateTransitionHistory streaming
- Agent card
- https://henryfi.ai/.well-known/agent-card.json
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