Building one AI for your money.

Our philosophy

Your money already works as one portfolio. Your apps just do not see it that way. Wealthnow was built to look across everything you own, connect the dots, and bring you the move that matters.

Other tools hand you charts and walk away. Wealthnow is a real agent, connected to your accounts and 336 tools. It does the research and drafts the moves, and nothing is placed until you approve.

We are founder-led, and we hold Wealthnow to one bar: answers that cite their sources, and every trade yours to approve.

336

Tools Wealthnow is connected to

100%

Of trades you approve, always

Of your money in our custody

See everything. Approve every move.

See
See your accounts and your true net worth
Wealthnow reads your brokerages, banks, and crypto side by side.
Understand
Understand your money with the agent
It finds the risks and opportunities a single-app view misses.
Act
Approve the moves Wealthnow proposes
It proposes what to do next, routed at supported brokers to the accounts you already use.
Coming soon
Let agents find moves and draft trades you approve
Every draft waits for your approval

One picture. Your yes on every move.

One AI, all your accounts
Connects the brokers and banks you already use into one picture: all of them on Pro and Max, one on Free
Research on demand
Prices, filings, and your portfolio, pulled together the moment you ask
You approve every move
Wealthnow finds and proposes; nothing executes without your yes
Your money stays at your broker
Wealthnow never holds funds. Your money stays with the broker you already use.