One agent connected to your brokerages, banks and wallets that finds the moves single-app views miss, and acts only when you say yes.
UNITED STATES, September 22, 2026. Wealthnow today introduced the AI for investing: a single agent connected to a person's accounts, from brokerages to banks to wallets.
The short version
- Wealthnow is the AI for investing: one agent connected to your brokerages, banks and wallets.
- It connects 12,000+ brokerages, banks and financial institutions into one picture of your money.
- Alfred, the Wealthnow assistant, answers questions about your holdings with sources you can check.
- Wealthnow finds and proposes; you approve every move. Nothing is placed without your yes.
- Wealthnow is non-custodial. Your money and securities stay at your own institutions.
What is Wealthnow?
Wealthnow is the AI for investing at wealthnow.io. It is software that connects to the accounts you already have, reads your real positions, and helps you decide what to do next. It is not a new brokerage, and you do not move money into it.
Most investing apps see one account at a time. Wealthnow reads the whole financial picture across brokerages, banks and wallets, and finds the moves that single-app views miss. It then explains each one in plain English and proposes the specific trade. You decide.
Agentic investing, with you as the gate
An investing agent works in four verbs. It finds opportunities across every account you connect. It explains each one so you understand the why. It proposes the specific move. Then, at supported brokers, it routes that move through your own account the moment you approve. Wealthnow is built around that loop, with your approval as the gate on the last step.
Not to be confused with similar names
Wealthnow at wealthnow.io is not affiliated with similarly named apps, content series or companies, and it has no cryptocurrency token. Any token that uses the name is unrelated.
How Wealthnow works
Getting started takes a few steps, and every step leaves you in control.
- Create a free account at wealthnow.io. No card is required.
- Connect your accounts. Wealthnow supports 12,000+ brokerages, banks and financial institutions through Plaid and direct integrations, including Robinhood, Schwab, Fidelity, Interactive Brokers, Webull, Tastytrade, Coinbase, Kraken, Gemini and Alpaca.
- See one picture. Your holdings and balances land in a single net-worth dashboard and holdings view.
- Ask Alfred. Ask about your money in plain English and get answers grounded in your real positions, with sources you can check.
- Review proposals. When Wealthnow finds a move worth making, it proposes the trade and explains why.
- Approve or decline. At supported brokers, an approved order is routed through your own brokerage account. Other brokers connect read-only.
Alfred, the Wealthnow AI assistant
Alfred answers questions about a user's holdings with sources they can check, and proposes trades in plain English. Because Alfred reads your connected accounts, an answer is about your portfolio, not a generic one. Research cites real filings and prices so a figure can be traced back to where it came from.
What Wealthnow does not do
Clear limits are part of the product.
- It does not take custody. Wealthnow never holds user money or securities; they stay at the brokerage you connect, which remains the custodian.
- It does not trade without you. Wealthnow finds and proposes; you approve every move.
- It does not move money over a read-only connection. Read-only access can see data but cannot place trades.
- It does not ask you to switch brokers. Your broker is still your broker.
Who Wealthnow is for
Wealthnow is for people who invest across more than one account and want one place to see it all, ask questions about it and act on it, without handing their money to a new custodian. It is free to start, so anyone can try it on the accounts they already have.
Security and control
Wealthnow is designed so that reach never outruns consent.
Read-only connections, signed in at your institution
Account connections go through established aggregation providers and direct OAuth integrations. You sign in on your institution's own page and approve what Wealthnow may see, so Wealthnow does not store your bank password. A read-only connection shows balances, holdings and transactions. It cannot move money or place trades.
Encryption and revocable permission
Brokerage credentials are encrypted with AES-256. Wealthnow holds only the permission you grant: read access, and trading where the broker supports it. You can revoke that permission at any time, in the app and in your institution's security settings.
Checks on every order
Before an approved order reaches a broker, a mechanical order gate checks it. It refuses a sell of shares you do not hold, never sends the same order twice, and stops every order when an operator halt switch is on.
For developers: the Wealthnow API and MCP server
The same market data and analytics are available to builders. The Wealthnow developer API offers more than 300 REST endpoints across 21 data products behind one key, and a Model Context Protocol (MCP) server at mcp.wealthnow.io/mcp lets Claude, ChatGPT, Cursor, VS Code and other MCP clients call Wealthnow tools. The public API provides market data and analytics only; it does not place orders. The free tier needs no card.
Availability and pricing
Wealthnow is available at wealthnow.io and is free to start, with no card required. Plans are listed on the pricing page. The developer API is priced separately, with a free tier.
Regulatory status
Wealthnow is software. Tengu LLC is not currently registered as an investment adviser with the SEC or any state and is not a broker-dealer or custodian. Its disclosures are published at wealthnow.io/disclosures.
Frequently asked questions
What is Wealthnow?
Wealthnow is the AI for investing at wealthnow.io: one agent connected to your brokerages, banks and wallets that proposes moves in plain English, with your approval on every trade.
Does Wealthnow hold customer assets?
No. Wealthnow is non-custodial. Your money and securities stay at your own financial institutions, which remain the custodian.
Can Wealthnow trade without my approval?
No. Wealthnow finds and proposes; you approve every move. At supported brokers, only the orders you approve are routed through your own account.
Which accounts can I connect to Wealthnow?
Wealthnow connects 12,000+ brokerages, banks and financial institutions through Plaid and direct integrations, including Robinhood, Schwab, Fidelity, Interactive Brokers, Webull, Tastytrade, Coinbase, Kraken, Gemini and Alpaca.
Are account connections read-only?
Brokers where trading is not supported connect read-only. A read-only connection can see balances, holdings and transactions but cannot move money or place trades.
Who is Alfred?
Alfred is the Wealthnow AI assistant. It answers questions about your holdings with sources you can check and proposes trades in plain English.
How much does Wealthnow cost?
Wealthnow is free to start, with no card required. Plans are listed at wealthnow.io/pricing, and the developer API is priced separately.
Does Wealthnow have a crypto token?
No. Wealthnow has no cryptocurrency token. Any token that uses the name is unrelated.
Who operates Wealthnow?
Wealthnow is operated by Tengu LLC, a Delaware company formed on May 7, 2026. Wealthnow has operated since 2025 and is based in the United States.
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.
Media contact
Wealthnow press team
hello@wealthnow.io
