Frequently asked. Chat, Platform, and API.

Conversational analysis grounded in your live portfolio. Ask anything, and Wealthnow draws on a registry of 336 finance tools, using the ones each question needs, plus real-time market data and your actual holdings.

Wealthnow connects to 12,000+ brokerages, banks and financial institutions, including Robinhood, Schwab, Fidelity, Coinbase, Webull, Alpaca, and IBKR. Chat connections are read-only.

No. Your funds and securities remain at the brokerage you connect. Wealthnow reads positions and routes the trades you authorise at supported brokers, but the brokerage holds the assets and executes the orders.

Yes. Voice mode is hands-free: ask about your portfolio, the market, or a single name.

Everything in Chat, plus the rest of the desk: multi-broker order routing with risk gates, the strategy marketplace, backtesting (hypothetical results), and paper trading. Live subscriptions to marketplace strategies are not publicly available, and every order waits for your approval.

The strategy marketplace is an illustrative preview: it shows example strategy categories, with no verified performance or subscription pricing. You can backtest a strategy (hypothetical results) and paper trade it; live subscriptions are not publicly available, and every live order waits for your approval.

Yes. Backtest any strategy against history (results are hypothetical), then run it in paper trading to watch it behave with live market data before a single real order is placed.

Broker credentials are encrypted, data is AES-256 at rest, and every connection to Wealthnow uses TLS. Your broker remains the custodian throughout.

No. Wealthnow is not currently registered as an investment adviser with the SEC or any state and is not a broker-dealer or custodian. Wealthnow is not a member of FINRA or SIPC. The connected brokerage is the regulated entity.

Yes. Every feature of the Wealthnow app is free right now, so there is no plan to buy. If you already subscribe, your subscription continues until you cancel it, which you can do anytime from inside the product.

Software that needs market data: research tools, dashboards, data pipelines, and AI agents that look up prices, filings, fundamentals, and news.

Yes. The same key resolves private companies: their funding rounds and valuations, the investors and funds behind them, the limited partners behind those funds, and the people who run them, all cross-linked through a 60-edge relationship graph. Public equities and private markets answer to the same calls and return the same response shape, behind one schema.

Yes. The API returns data, not answers, so you bring the model you already use. Register Wealthnow as an MCP server and pull its data tools into any Claude, GPT, or open-model agent, or call the REST endpoints directly.

They sell you a model. We sell market data and analytics your model can call: prices, filings, fundamentals, news, and more, behind one key.

No. The API returns market data and analytics only and places no orders.