In the News
David Kon Of WealthFluent On 5 Things You Need To Succeed In The Modern World Of Finance & Fintech
Authority Magazine May 25, 2026
David J. Kon, Co-founder and CEO of WealthFluent, brings deep experience at the intersection of data, technology, and institutional finance. Today, he is building WealthFluent alongside Co-founder and Chairman Dr. Stanley J. Kon and Co-founder and CTO Joshua P. Kon to bring institutional-grade portfolio analytics, lifetime planning, and decision tools to individual investors, closing what he calls “the tools gap” between Wall Street and Main Street.
How Much More You’ll Need To Save for Retirement If Retiring at 62 vs. 70
MoneyLion May 24, 2026
If most workers are being honest, they’d love the chance to retire early. In fact, according to a 2026 survey by Parnassus Investments, 79% of millennials would like to retire early. At the same time, only 35% feel highly confident that it’ll be possible. According to David Kon, founder and CEO of WealthFluent, here’s what the math looks like using average Social Security benefits – roughly $18,000 a year if you claim at 62 and approximately $32,000 a year if you delay to 70.
WealthFluent Announces Partnership with OnePoint Capital Management
Personal Wealth Guide May 21, 2026
The pairing of the technology of WealthFluent and its Magpie AI with the advisors of OnePoint Capital will empower clients and allow for more self service. Using WealthFluent, OnePoint Capital has a platform that is advanced, unbiased, and provides ultimate transparency.
WealthFluent Launches the New AI Portfolio Optimizer
CB Herald 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 – A Platform for Investors Who Want the Knowledge,
Financial Education and Tools to Manager their Own Money
CEO CFO Magazine May 4, 2026
David J. Kon, Co-Founder and CEO, WealthFluent
Interview conducted by: Lynn Fosse, Senior Editor CEOCFO Magazine
CEOCFO: Mr. Kon, according to the WealthFluent website you offer, “The platform self-directed investors have been waiting for.” In what way?
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.
Bridging the Gap: How AI is Revolutionizing Portfolio Management for Strategic Investors
EntreprenuersBreak April 16, 2026
David J. Kon, is tackling this complexity head-on with the launch of the AI Portfolio Optimizer. Powered by their agentic AI, Magpie, this new tool analyzes holdings across all accounts to provide specific, actionable steps tailored to a user’s unique life goals. In this interview, we discuss how WealthFluent is empowering investors to move beyond simple tracking and start executing their wealth plans with professional-grade precision.
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.
DIY Wealth Management with David Kon
Ventures in WealthTech Podcast June 7, 2023
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.
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