What if cutting-edge technology could make wealth management simpler, smarter, and accessible to everyone?
Our CEO, David Kon, recently joined Chris Fanchi on the Pitch, Build, Scale podcast to share how WealthFluent is transforming fintech for everyday investors and advisors.
In this episode, David reveals:
- How AI-driven tools deliver personalized wealth planning
- Navigating privacy, compliance, and innovation in fintech
- Why traditional finance lags behind disruptive solutions
- Building a community to make financial literacy actionable
Learn how WealthFluent’s family-built platform empowers you with clear, confident financial strategies—moving beyond outdated tools like static spreadsheets.
🎧 Listen now or watch below to explore David’s vision for the future of wealth management: Apple Podcasts
