Who Wealthnow is built for.
Four kinds of people get the most out of Wealthnow. If you recognize yourself, we would love to talk.
You hold money at three different brokers.
Robinhood for your tech basket, Schwab for retirement, Coinbase for crypto. You are tired of three tabs and three apps. Wealthnow puts every position in one view, lets you trade across all of them, and sends the order to whichever broker holds the asset.
You do not have time to read every 10-K.
Ask Tengu why $NVDA is moving today and it returns a cited answer in seconds. Ask for a peer comparison and you get a structured table. Ask it to draft a rebalance and it returns orders you can approve with one tap.
You want strategies that auto-deploy to your broker.
Browse the Marketplace, pick a strategy with the Sharpe ratio and the price you want, and Wealthnow mirrors it inside your existing brokerage. Hard risk gates run before every fill. Pause from the dashboard at any time.
You are shipping an AI app that needs finance tools.
The Wealthnow API is Anthropic-compatible and prepaid in USDC. Plug in 229 finance-specific tools your model can call: filings, options flow, insider activity, fundamentals, macro, execution. Same brain that powers tengu.co.
And who Wealthnow is not for.
Being honest about the wrong fit saves your time and ours. If any of these describe you, Wealthnow probably is not the right tool today.
Day traders looking for signals
Tengu does not call entries or exits for you. It helps you research positions and execute trades you decide on. If you want a signal service, this is not it.
Anyone wanting to skip the broker step
Wealthnow requires you to bring a brokerage account. We do not hold funds, open accounts, or move money between accounts. If you have no broker yet, open one first.
Self-custody crypto traders
Wealthnow connects to managed exchanges (Coinbase, Kraken). We do not touch private keys or on-chain wallets. If you trade primarily from a self-custody wallet, Wealthnow adds little.
Anyone seeking guaranteed returns
Wealthnow helps you research and automate. It does not promise returns and we will not pretend it does. Past performance of any strategy or AI Model does not predict future results.
We are adding new accounts carefully.
Wealthnow is in private beta. Most subscribers want their portfolios off the public internet, so we do not publish quotes or holdings. If you are a serious retail investor, a small family office, or a developer building on the API and you want to be early, write to us. We read every email.
Bring your broker. Bring your questions.
Tengu Chat is free to try for ten conversations. No card. No commitment.