Your Financial Life, Dynamically Optimized
WealthFluent is an AI-enabled and data-driven platform that empowers you with clarity, control, and confidence in managing your financial health, holistic lifetime planning, and portfolio optimization. By seamlessly integrating net worth tracking, dynamic wealth planning, and risk management, it crafts personalized strategies that adapt to your unique goals, life changes, and real-time market conditions—ensuring you’re prepared for whatever comes your way. We’re democratizing sophisticated wealth management, delivering institutional-grade insights directly to independent investors.
Your financial situation is unique. Your system should be too.
Everyone else is selling one-size-fits-all solutions. WealthFluent takes the opposite approach.
Transform every aspect of your financial life into a personalized decision-making engine. Get clear, actionable financial insights to tackle life’s toughest questions. Be the you you want to be. Not the “asset under management” they want you to be.
Big life decisions made simple.
Every big dream comes with tough financial decisions.
Break lifetime financial goals into milestones, and create an roadmap tailored to your dreams, current market conditons and desired risk vs. expected returns.
Make confident financial decisions at every stage of life and determine how to best balance today’s choices with tomorrow’s aspirations.
Meet Magpie: Advanced AI
Magpie leverages cutting-edge Agentic AI to deliver instant, data-driven insights tailored to your unique financial profile. Seamlessly integrated into WealthFluent, it helps you navigate complex decisions with confidence.
Unlike generic AI like ChatGPT, Magpie isn’t limited to general financial knowledge. Developed and trained by WealthFluent’s Finance Experts and content, Magpie has specific knowledge of your portfolio and goals, empowering you to make truly informed, data-driven financial decisions.
Platform Navigation: Effortless guidance to the right tools and features in WealthFluent for your goals.
Personalized Financial Analysis: Instant breakdowns of your asset and liability allocation, portfolio performance, and overall financial health—drawn directly from your data.
Educational Support: Simple, relevant explanations of financial concepts and strategies to build your knowledge.
Understand your options. Decide with confidence.
Say goodbye to generic risk buckets. Say hello to personalized portfolio decision-making combining your goals, preferences, and current market conditions.
Simulate portfolio modifications before making trades. Auto-optimize and rebalance your portfolio. Instantly align your investments with your changing market conditions, preferences, life circumstances, and time horizon.
Unlock actionable, personalized portfolio strategies that ensure your resources work for your dreams, not someone’s management fee.
Financial clarity through changing market conditions.
Is your portfolio ready for the unknown? It is now.
Pair your lifetime goals and financial situation with current market conditions, so you have the insights you need to make informed, data-driven financial decisions no matter what the world throws your way.
Analyze markets. Gain insights. Enhance your decision-making.
Make personalized financial decisions based on current expected returns, risk factors, and real-time insights into all market trends.
Alongside real-time market data, gain actionable insights that you can use to adjust your portfolio, seize opportunities, or mitigate risks before they impact your overall strategy.
Expert financial knowledge tailored to your needs.
Financial decisions should be grounded in clarity and expertise. Distill complex financial concepts into clear, actionable insights, and build personalized strategies around tax efficiency, asset allocation, planning, and more.
As seen in
TechBullion, Finimize, FinTechWorld Post, Forbes, yahoo!finance, Authority Magazine, nextavenue, Marketing Wealth, Market Watch, Nasdaq, Ventures in WealthTech, Build Pitch Scale, Benzinga
WealthFluent helps give me the confidence I need to manage my own investments with up to date access to my entire wealth portfolio and financial information!
— Ellen G., retiree
Portfolio revision helped me simulate the effects of buying a new home on my entire portfolio. It was awesome to fully understand this big life event!
— Izzy E., young professional
“Say goodbye to spreadsheets! WealthFluent’s unique product combines electronic access to fundamental security data with all your assets and liabilities and a set of tools for managing customized portfolios. Enormous productivity is achieved with its Optimizer and Assist tools for wealth portfolio management.”
— Frank J. Fabozzi , PhD
Editor, The Journal of Portfolio Management,
Journal of Financial Data Science
Calculate your retirement age and expected wealth.
In just 3 minutes, see when you can retire, how your wealth changes over the years, upside potential and downside risk, totally free.
The WealthFluent Series
Practical financial education to help you achieve wealth and financial independence. Watch engaging episodes on money management, investing, and more.