Markets
Congress Trades, Explained: What the STOCK Act Requires
Members of Congress must disclose their stock trades, but on a delay and in dollar ranges. Here is how to read those filings without over-reading them.
Newsroom
Announcements and company facts from Wealthnow. For interviews and media questions, write to hello@wealthnow.io.
Product
Latest release
Every Wealthnow feature is free for everyone during beta
Wealthnow opens every feature of its app to everyone at no cost during beta, with no card required.
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Wealthnow opens its market data to developers and AI agents with REST and MCP
Developers and AI agents can now bring Wealthnow market data and analytics into their own products through REST and an MCP server.
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Introducing Wealthnow, the AI for investing
Wealthnow brings brokerages, banks and wallets into one agent that proposes moves in plain English, with your approval on every trade.
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From the Wealthnow blog
Research
13F Filings Explained: What Big Funds Must Disclose
Every quarter, large investment managers publish their US equity holdings. The filings are a window into institutional positioning, with important blind spots.
Guides
Asset Location: Which Account Should Hold What?
Asset allocation decides what you own. Asset location decides where you hold it, and it can change what you keep after tax without changing your risk.
About Wealthnow
Wealthnow is the AI for investing: one agent connected to your accounts, from brokerages to banks to wallets. It reads your whole financial picture, finds the moves single-app views miss, and proposes them in plain English. Wealthnow finds and proposes; you approve every move. Wealthnow is non-custodial: your assets stay at your own financial institutions. Wealthnow is operated by Tengu LLC, a Delaware company, and is based in the United States. Learn more at wealthnow.io.
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