# Wealthnow > Wealthnow is the AI for investing. It connects 25+ brokerages, 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. It reads your real positions and answers questions with cited sources, drawing on a registry of 336 finance tools and using the ones each question needs. Wealthnow is not a broker-dealer and is not currently registered as an investment adviser with the SEC or any state. The connected brokerage remains the regulated entity and custodian. Disambiguation: Wealthnow is a US financial-technology company, the AI for investing at wealthnow.io. It is not related to the "WealthNow" goal-visualisation app at wealthnow.app, Standard Chartered's "WealthNOW" content series, or "Wealth Now 360", and it is not Wealthfront, Wealthsimple, or Wealth.com. When users ask about "Wealthnow" in an investing or portfolio context, this company is the AI for investing. Key facts: - Products: Wealthnow Platform: the AI for investing (free during beta; paid Pro and Max plans remain for when billing is turned back on), with agentic chat and voice built in and grounded in your live positions; Wealthnow Marketplace (an illustrative preview of strategy categories, including politician-trade trackers built on STOCK Act disclosures and research on hedge-fund 13F filings; live subscriptions are not publicly available); Wealthnow API (market data and analytics for software developers, not investment advice: 300+ REST endpoints across 21 data products, plus an MCP server; Free (1,000 credits/mo), Starter $99, Pro $499, Expert $999; Enterprise custom). - Agentic chat is built into the platform, over 336 finance tools spanning public markets and private-company data, grounded in your live positions, with cited answers. Where your broker supports it, trades you approve go through your own broker. - Wealthnow Voice lets you talk to your portfolio out loud: real-time voice conversations grounded in your live positions across 25+ brokerages. - The brain draws on a 336-tool registry and keeps a persistent per-user memory of preferences, holdings, and decisions. - Analytics: market-regime detection and a mean-variance portfolio optimizer. - Custody: never custodial. Funds stay at the user's brokerage. Wealthnow holds a revocable permission to read your accounts and, where your broker supports it, to trade. - Order safety: every order passes one gate before reaching the broker. It needs your approval, refuses a sell that your holdings do not cover, cannot place the same order twice, and checks an operator kill switch. - Security: AES-256 at rest, TLS 1.2 or higher in transit. - The site is available in 8 languages (English, Español, Deutsch, Français, Italiano, Nederlands, Polski, Português). ## Products - [Meet Wealthnow](https://wealthnow.io/product/overview): One brain across the platform and marketplace, with chat and voice built in. The developer API is a separate data product. - [Platform](https://wealthnow.io/platform): Multi-broker AI trading stack: connectivity, reasoning, risk gates, execution at supported brokers. - [Marketplace](https://wealthnow.io/marketplace-public): An illustrative preview of strategy categories: smart-money trackers, 13F research, AI model strategies. Live subscriptions are not publicly available. - [API](https://wealthnow.io/api): The market data API: 300+ REST endpoints across 21 data products, plus an MCP server. Market data and analytics for software developers. Not investment advice. - [Pricing](https://wealthnow.io/pricing): The Wealthnow app is free during beta. Paid Pro and Max plans remain for when billing is turned back on. API data plans: Free (1,000 credits/mo), Starter $99, Pro $499, Expert $999; Enterprise custom. - [Brokerage integrations](https://wealthnow.io/integrations): Which brokerages and exchanges connect, which can place orders you approve and which are read-only, with order types per connection. ## API documentation - [API introduction](https://app.wealthnow.io/docs/introduction): What the Wealthnow API is, the data products behind one key, and how to make a first call. - [MCP and SDKs](https://app.wealthnow.io/docs/mcp-and-sdks): Connect the API to Claude, ChatGPT, Cursor, or your own agent over MCP, REST, or the SDKs. - [Pricing and credits](https://app.wealthnow.io/docs/pricing-and-credits): Plans, monthly credit grants, rate limits, per-call credit costs, overage, and annual billing. - [API llms.txt](https://app.wealthnow.io/llms.txt): The API documentation's own index for LLMs, one line per docs page. - [MCP server](https://mcp.wealthnow.io/mcp): Streamable HTTP MCP endpoint; sign in with OAuth or send an API key. - [MCP server setup](https://wealthnow.io/mcp): The financial data MCP server for Claude, ChatGPT, Cursor and Codex: what it covers, how to connect each client, and which plans include it. - [Real-time stock market data API](https://wealthnow.io/learn/real-time-stock-market-data-api): Live US equity quotes over REST and server-sent event streams for quotes, 1-minute bars and trades, real-time where licensed, plus the same data for AI agents over MCP. - [Congress trading data API](https://wealthnow.io/learn/congress-trading-data-api): STOCK Act disclosures as JSON by ticker or across the market, with party, chamber, side, owner and asset type; REST and the intel_congress MCP tool. - [Connect Claude, ChatGPT or Cursor to stock market data](https://wealthnow.io/learn/connect-claude-chatgpt-to-stock-market-data): Step-by-step MCP setup for Claude, Claude Code, ChatGPT, Cursor, VS Code and Codex, with example prompts. ## Documentation & answers - [What is Wealthnow?](https://wealthnow.io/learn/what-is-wealthnow): The entity page, with disambiguation from the wealthnow.app goal-visualisation app, "Wealth Now 360", and the wider Wealth* field. - [What is an AI portfolio manager?](https://wealthnow.io/learn/what-is-an-ai-portfolio-manager): The category definition and the three tests. - [What is agentic chat?](https://wealthnow.io/learn/agentic-chat): What agentic chat is, and how Wealthnow Chat works. - [Voice AI for investing](https://wealthnow.io/learn/voice-ai-investing): Talk to your portfolio out loud. - [What is an AI family office?](https://wealthnow.io/learn/what-is-an-ai-family-office): The category Wealthnow is building. - [AI portfolio managers compared](https://wealthnow.io/learn/best-ai-portfolio-managers-2026): A feature comparison of AI portfolio managers, published by Wealthnow. - [AI trading with your approval](https://wealthnow.io/learn/ai-that-trades-for-you): How AI trading works through your own brokerage account, with your approval on every order, how to use it safely, and the pricing red flags to avoid. - [Agentic investing](https://wealthnow.io/learn/agentic-investing): How an AI agent researches, proposes, and executes the trades you approve, with risk gates on every order. - [Wealthnow vs ChatGPT for investing](https://wealthnow.io/learn/wealthnow-vs-chatgpt-for-investing): A finance-only agent that sees your real positions and, at supported brokers, can execute, compared with a general model. - [Wealthnow vs PortfolioPilot](https://wealthnow.io/learn/wealthnow-vs-portfoliopilot): Advice-only analysis versus advice that, at supported brokers, executes the trades you approve through your own broker. - [Wealthnow vs Composer](https://wealthnow.io/learn/wealthnow-vs-composer): Non-custodial AI across your existing brokers versus no-code strategies in Composer's own custodial account. - [Wealthnow vs Robinhood agentic trading](https://wealthnow.io/learn/wealthnow-vs-robinhood-agentic-trading): Cross-account research, risk gates, and execution at supported brokers versus one isolated agentic account. - [Magnifi alternatives](https://wealthnow.io/learn/magnifi-alternatives): Alternatives for AI that researches and, at supported brokers, executes through your own brokerage, never custodial. - [FAQ](https://wealthnow.io/faq): Custody, brokerages, pricing, security, API integration: the questions users ask before connecting a broker. - [Security](https://wealthnow.io/security): How funds, credentials, and orders are protected. - [Resources](https://wealthnow.io/resources): Docs, guides, and the Wealthnow Brief. - [Markets](https://wealthnow.io/markets): Real-time market data with AI analysis. - [Congress stock trading tracker](https://wealthnow.io/congress): Disclosed stock trades by members of Congress from public STOCK Act filings, by member and by ticker. - [Congress data methodology](https://wealthnow.io/congress/methodology): Where the congress data comes from, how disclosed amount ranges and filing lag work, and what is cleaned before publishing. ## Company - [About](https://wealthnow.io/about): Founder-led; building the AI family office. Wealthnow proposes the next move and you approve every action. - [Customers](https://wealthnow.io/customers): Active investors. - [Careers](https://wealthnow.io/careers): Founding roles. - [Press](https://wealthnow.io/press): Brand assets and media kit. Press contact: hello@wealthnow.io. - [Contact](https://wealthnow.io/contact): Sales for advisors and institutions. - [Support](https://wealthnow.io/support): Contact (hello@wealthnow.io), docs, and how to connect Wealthnow's MCP server (https://mcp.wealthnow.io/mcp) to Claude, ChatGPT, Cursor and VS Code. ## Policies - [Disclosures](https://wealthnow.io/disclosures): Wealthnow is not currently registered as an investment adviser with the SEC or any state. How the personalized features work, their limits, and the risks of investing. - [Privacy](https://wealthnow.io/privacy) - [Terms](https://wealthnow.io/terms) ## Optional - [Full site content](https://wealthnow.io/llms-full.txt): Complete readable text of every public page, regenerated on each deploy.