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.
Brokerages and banks you can connect
All customer profiles
The four profiles, in detail.
Multi-broker investor
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 and lets you trade at supported brokers.
Busy professional
Ask Wealthnow 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.
Algorithmic trader
Build a strategy, backtest it against history (results are hypothetical), and paper trade it with live market data. When you are ready, Wealthnow drafts each order and routes it to your broker, at supported brokers, only after you approve that trade. Every order passes the same safety gate first.
Builder
The Wealthnow data API has a free tier and monthly credit plans from $99. Give your model 300+ finance endpoints across 21 data products over REST, or connect it to the MCP server: filings, options flow, insider activity, fundamentals, macro. The same data that powers wealthnow.io. Market data and analytics only.
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
Wealthnow 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 decide. 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.
Bring your broker. Bring your questions.
Wealthnow Chat is free to try. No card. No commitment.