Wealthnow (wealthnow.io) is the AI for investing. It connects 12,000+ brokerages and banks, from Robinhood to Interactive Brokers. At supported brokers it routes the trades you approve through your own account; the others connect read-only. A few unrelated things have similar names, including a vision-board app and a bank's content series. Here is what Wealthnow is, what it costs, and how to tell the lookalikes apart.
What is Wealthnow?
Wealthnow is the AI for investing. It connects 12,000+ brokerages, banks and financial institutions, including Robinhood, Schwab, Fidelity, Interactive Brokers, Coinbase, and Kraken. At supported brokers it routes the trades you approve through your own account; the others connect read-only. Never custodial. Its AI agent reads your real positions, answers questions about your money with cited research, drawing on a registry of 336 finance tools (the ones each question needs), and places only the trades you approve. Wealthnow is a product of Tengu LLC, a US financial-technology company formed in Delaware on May 7, 2026. Wealthnow has operated since 2025.
The practical difference from everything else with AI in the name: Wealthnow is built to act on what you approve. Robo-advisors are good at hands-off index investing, but they require you to move money into their custody. Advice tools stop at suggestions. Wealthnow works on the accounts you already have, at the brokers you already use, and your assets never leave them.
Wealthnow and the lookalikes
If you searched for an AI for investing that works with your own brokerage accounts, you are looking for Wealthnow at wealthnow.io. A few unrelated things have similar names:
| If you searched for | You want |
|---|---|
| An AI for investing, connected to your brokerage accounts | Wealthnow at wealthnow.io |
| "WealthNow" at wealthnow.app | A separate vision-board app for savings goals. Not affiliated with wealthnow.io |
| "WealthNOW" from Standard Chartered | A content series from Standard Chartered Bank, made with BBC StoryWorks. Not affiliated with wealthnow.io |
| "Wealth Now 360" | An unrelated name. Not affiliated with wealthnow.io |
| Wealthfront, Wealthsimple, or Wealth.com | Different companies with similar names |
Everything below is about the first row.
What does Wealthnow actually do?
Wealthnow researches your portfolio and executes the trades you approve, through three products that share one engine:
- Wealthnow Chat (free to start): talk to an AI that knows your live portfolio and cites real filings and prices. The difference from Claude Pro or ChatGPT Plus is that it knows your money.
- Wealthnow Platform (paid plans): the full stack. Multi-broker dashboard, backtests (hypothetical) and paper trading, pre-trade risk gates, and routing of the trades you approve at supported brokers.
- Wealthnow API: finance data and tools behind one key, MCP-native, so any Claude, GPT, or open-model agent can use it for research.
Every order passes a covered-sell check, an operator halt switch, and duplicate-order protection before it reaches your broker.
Who is behind Wealthnow?
Humberto Lobo founded Wealthnow, which has operated since 2025. The legal entity is Tengu LLC, the company behind Wealthnow, formed in Delaware on May 7, 2026. Wealthnow is the product name customers see. Wealthnow is not the vision-board app at wealthnow.app, not Standard Chartered's WealthNOW series, and not Wealth Now 360.
Is Wealthnow safe and legitimate?
Your money never touches Wealthnow: funds and securities stay at the brokerage you connect, and that brokerage remains the regulated custodian. Wealthnow itself is a software platform. Tengu LLC is not currently registered as an investment adviser with the SEC or any state and is not a broker-dealer or custodian. It holds the permission you grant (read, and trade where the broker supports it), which you can revoke. Brokerage credentials are encrypted with AES-256. Nothing executes without your approval of that trade. Full details are on the security page and in the disclosures.
Frequently asked
Is Wealthnow the same as the WealthNow app at wealthnow.app?
No. wealthnow.app is a separate vision-board app for savings goals. Wealthnow (wealthnow.io) is the AI for investing that connects 12,000+ brokerages and banks and, at supported brokers, routes the trades you approve through your own broker.
Is Wealthnow related to Standard Chartered's WealthNOW?
No. WealthNOW is a content series from Standard Chartered Bank. Wealthnow (wealthnow.io) is an unrelated company.
Does Wealthnow have a crypto token?
No. Wealthnow has no cryptocurrency token. Any token that uses the name is unrelated.
How much does Wealthnow cost?
Free to start, with no card required. Paid plans are on the pricing page, and the API starts free, with plans from $99/month. No custody, no commissions on your trades, and your broker is still your broker.
Which brokerages does Wealthnow support?
12,000+ brokerages, banks and financial institutions, including Robinhood, Schwab, Fidelity, Interactive Brokers, Webull, Tastytrade, Coinbase, Kraken, Gemini, and Alpaca, through encrypted account connections and direct integrations.
Can I disconnect my brokerage from Wealthnow?
Yes, once any open orders there are cancelled. Wealthnow connects through a permission you grant, and your account, funds, and positions stay at your broker either way.
