In the News

WealthFluent Launches the New AI Portfolio Optimizer

The National Law Review April 14, 2026

WealthFluent’s AI Portfolio Optimizer analyzes current holdings across every account, compares them to each user’s personalized benchmark, and shows exactly what they need to change and where, to bring their portfolio in line with their wealth plan.

WealthFluent Announces the Launch of New Products and Services

World Wealth Journal March 23, 2026

 WealthFluent, a personalized financial decision-making companion to empower strategic investors to make clear, confident decisions tailored to their unique situation, preferences, lifetime financial goals, and market conditions, announces the launch of new products and services to their offerings.

Hidden Gems: Meet David Kon of WealthFluent

VoyageDenver March 4, 2026

The spark for WealthFluent came from personal frustration — David is a finance enthusiast with a complex portfolio who struggled with clunky spreadsheets, high-fee advisors, and generic platforms.

WealthFluent Announces that Co-Founder Stanley J. Kon, PhD, is team teaching an innovative course

IT Industry Today Newswire Feb. 10, 2026

The Course is Called: Lifetime Holistic Financial Planning and Wealth Management, at University at Buffalo School of Management

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 Dec. 1, 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

Marketing Wealth (The A Group) Dec. 3, 2025

“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 July 8, 2025

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

Shoutout Colorado Aug. 13, 2025

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 May 21, 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 Feb. 1, 2022

Teaching the younger generation, including his own family, led to this finance expert’s second act