Your accounts
Brokerages, banks, and wallets connected into one live picture.
One AI for your money. It acts only when you say yes.
Read-only by default · You approve every trade · Never custodial
Or sign up with email
Product screenshot · sample account
- Accounts
- Portfolio
- Markets
- Research
- Alfred
- Smart money
Wealthnow is the AI for investing: one agent connected to your accounts, from brokerages to banks to wallets.
It sees your whole picture and finds the moves single-app views miss.
Then it proposes trades in plain English and routes the ones you approve to your broker.
Your money. Let’s talk about it.
Talk to Alfred, hear the answer, and follow up naturally. Your AI money companion is right there on your phone.
Meet Alfred
Connect the accounts behind your net worth
Wealthnow connects 12,000+ brokerages, banks and financial institutions through Plaid and direct integrations, turning scattered accounts into one clear picture you can act on.
Illustrative preview, sample data.
One agent for your entire financial life
Wealthnow brings your accounts, 336 tools, and one intelligence into a single agent.
Ask about your money, get the move that matters
Wealthnow sees your whole picture, finds what matters, and proposes what to do next.
Your accounts, connected into one living view. Brokerages, banks, cards, and wallets, so answers in the main chat start from your real numbers. One source of truth for your money.
Spot risk, drift, and concentration before they cost you. Wealthnow checks your accounts and the markets every 5 to 30 minutes in market hours, depending on your plan, and hourly outside them. Clear signals from your real accounts. Illustrative preview, sample data.
Turn answers into trades you approve at your broker. Wealthnow stages the order in plain English and routes it the moment you say yes. From question to order in one flow. Illustrative preview, sample data.
Account connect. Link brokerages, banks, cards, and wallets. Illustrative preview, sample data.
Ways to use Wealthnow
Connect your accounts read-only
Link 12,000+ brokerages, banks and financial institutions. Read-only means Wealthnow can see your accounts, never move your money.
Ask Alfred about your money
Ask in chat or by voice, with answers drawn from every account you connect.
Approve what Wealthnow proposes
Review each proposed move and decide. Nothing happens until you approve it.
Connected to what you own, grounded in real market data
- 12k+
Financial institutions Plaid supports, which you can connect into one picture
- 336
Finance tools in the agent's toolkit, from live tape to filings
- 100%
Of trades approved by you. Proposed, never imposed.
- 25+ yrs
Of daily price history
Wealthnow finds and proposes; you approve every move.
Wealthnow is never custodial: your money stays at your broker and your bank, and you keep custody. Trades only ever route through your own accounts, on your approval.
Orders staged, then routed on your approval.
Every trade waits for your yes.
Every decision logged and auditable.
Wealthnow is free
Every feature of the Wealthnow app is free for everyone during beta. No card required.
All access
Every feature of the Wealthnow app. No card required.
Free
Includes
- Net-worth dashboard + holdings
- Unlimited connected accounts
- Unlimited Wealthnow Chat
- 336 cited research tools
- Real-time market data
- Advanced charts
- Wealthnow quality score
- Quant scores
- Portfolio optimizer + recommendations
- Backtesting (hypothetical results) + paper trading
- Route the trades you approve at supported brokers
- Risk gates + circuit breakers
- Explore, watchlists + market data
- Email + in-app alerts
The Wealthnow developer API is priced separately. See API pricing →
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New features, fixes, and improvements
Jul 15, 2026
Voice, on every surface
Talk to Wealthnow hands-free. It hears you, reads your live holdings, and answers out loud. Available on the web today, with iOS and Android apps on the way.
Coming soon
Coming soon: Agentic trading, your rules
Coming soon: agents that work inside budgets and caps you set, draft each order and wait for your approval. Every decision will ship with receipts.
May 20, 2026
The Wealthnow API + MCP
Market data and analytics, delivered as an API. One key for prices, filings, fundamentals, and news, with an MCP server your own agents can call as a tool.
Answers to the questions that come up most.
Learn how Wealthnow works, what it connects to, how trades are handled, and what to expect day to day.
Got Questions?
Need help with something? Our team is here to make things easy. Don’t hesitate to reach out.
Email usGeneral
Wealthnow is the AI for investing: one agent that connects the brokerages, banks, and wallets you already use, sees your whole financial picture, and finds what matters. It proposes moves in plain English and, at supported brokers, routes the trades you approve through your own broker. Never custodial.
AI & Trading
Accounts & Security
Your whole picture awaits
Connect your accounts in minutes and see your net worth, holdings and options in one place.