WealthFluent
Strategic Investors Welcome
About
An AI-powered platform for independent investors to manage their finances. It integrates all accounts, provides a financial wellness score, helps build lifetime plans, and optimizes portfolios with AI insights.
What's New in WealthFluent
4.2.3
June 24, 2026
• More native feel • New look for Magpie AI Chat • Smoother sign-in: your session now stays active longer without re-logging in • Stability and performance improvements
MoreSubscription plans
Essentials
Financial Health Monitor + Retirement & Goals + Plans
In-App Purchases
$999.99
Premium Lifetime
Lifetime access to all Premium features
Charts
Developer apps
FAQ
What is WealthFluent?
WealthFluent is an AI-powered platform designed to help independent investors manage their wealth. It offers features like account aggregation, net worth tracking, lifetime financial planning, and portfolio optimization.
How does WealthFluent help with financial planning?
WealthFluent allows you to map major financial milestones such as retirement, home purchases, and college funding. It dynamically updates your plan based on market changes and your life events, showing how decisions impact your long-term trajectory.
Can I connect all my financial accounts to WealthFluent?
Yes, WealthFluent allows you to link your banks, brokerages, retirement accounts, and more. This provides a consolidated view of all your assets and liabilities in one place.
What is the Financial Wellness Score in WealthFluent?
The Financial Wellness Score is a metric provided by WealthFluent that offers an analysis of your debt health and a complete, real-time picture of your net worth, aiming to give you clarity on your financial standing.
How does WealthFluent's portfolio optimization work?
WealthFluent's Portfolio Optimization Engine analyzes your holdings across 56 risk dimensions using forward-looking market data. It allows you to simulate trades, rebalance with one click, and align investments with your specific goals.
What is Magpie in WealthFluent?
Magpie is WealthFluent's AI financial companion, trained on proprietary financial content and connected to your data. It provides instant, personalized answers to questions about portfolio performance, financial plans, and market shifts.
Does WealthFluent have ads?
Yes, WealthFluent contains advertisements. As a free platform, it utilizes ads to support its services.
What devices is WealthFluent available on?
WealthFluent is available on iPhone and iPad devices, catering to users on the Apple ecosystem.
