In the News
Intelligent Wealth: David Kon on the Launch of Magpie and the Future of Personalized Finance
Techbullion Dec 19, 2025
In a world where financial advice is often either too generic or too expensive, WealthFluent is aiming to bridge the gap with artificial intelligence. The company recently announced the launch of Magpie, an “intelligent AI collaborator” designed to help investors navigate complex financial decisions with confidence.
Leveling Up: From Investing To Wealth Management
Finimize December, 2025
Most investors start out thinking about one thing: growing their money. They figure picking the right stocks, adding some funds, and maybe even dabbling in alternatives will get the job done. But building real wealth means zooming out. It means seeing your finances as a single interconnected system – not as scattered accounts. Put simply: investing is just the beginning.
WealthFluent Announces: Magpie
FinTech World Post Dec 11, 2025
An Intelligent AI Designed to Supercharge Investor’s Financial Decisions
Magpie leverages Agentic AI to deliver instant, data-driven insights tailored to users’ unique financial profile. Integrated into WealthFluent’s online and app platforms, it’s meant to help people navigate complex decisions with confidence.
David Kon and Creating WealthFluent
“The average family is complex and has 22 different accounts when it comes to their financial portfolio,” says David Kon, CEO of WealthFluent. “WealthFluent provides strategic investors a holistic view of all their finances, all at once, in real-time, along with personalized AI insights.”
Redefining Wealth Management for the American Investor with David Kon, CEO, Wealth Fluent
Build Pitch Scale Podcast
In this episode of Pitch, Build, Scale, we sit down with David Kon, CEO of Wealth Fluent, to explore how his team is transforming wealth management for the mass affluent – those who’ve long been overlooked by traditional financial institutions.
Meet David Kon | Startup Founder and CEO
We had the good fortune of connecting with David Kon and we’ve shared our conversation below.
Meet The Disruptors: Stanley J Kon On The Three Things You Need To Shake Up Your Industry
Authority Magazine 2021
Financial Literacy: It should be obvious that financial literacy is a life skill. It is more than just knowing what financial products are available. It is how to make the best financial decisions.
How a Financial Education Can Be Empowering
Next Avenue 2021
Teaching the younger generation, including his own family, led to this finance expert’s second act
DIY Wealth Management with David Kon
Ventures in WealthTech Podcast
When it comes to wealth management and financial planning, many investors are moving in a direction that will put them in the driver’s seat.