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AI that already has your accounts, goals, and plan. Not ChatGPT. Not 1%. Premium $144/year. 14-day trial.
Mentions in press and media 6
| Date | Title | Description |
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| Jun 18, 2026 | WealthFluent Announces A New Tool to Track A Users Worth | David J. Kon, WealthFluent Co-Founder and CEO Conventional Wealth Tools Ignore A Big Asset: Future Earnings – WealthFluent's New Human Capital Feature Changes That Your career is your largest initial asset – your wealth plan should reflect ... |
| May 20, 2026 | WealthFluent Announces Partnership with OnePoint Capital Management | David J. Kon, WealthFluent CEO and Co-Founder The Partnership will Empower Clients and Allow for More Self-Service We are thrilled about our partnership with OnePoint Capital. They share our philosophy and mission- focusing on the asset hol... |
| Apr 14, 2026 | WealthFluent Launches the New AI Portfolio Optimizer | David J. Kon, WealthFluent Co-Founder and CEO The Upgrade Allows Users to Execute Their Wealth Plan The AI Portfolio Optimizer fundamentally changes what's possible for self-directed investors.” — David J. Kon, WealthFluent CEO and Co-Found... |
| Mar 23, 2026 | WealthFluent Announces the Launch of New Products and Services | David J. Kon, WealthFluent Co-Founder and CEO The Updated Features will Enhance Function and Performance We just shipped the biggest product update in WealthFluent's history, which is the one where we focused on additional useful tools and ... |
| Feb 10, 2026 | WealthFluent Announces that Co-Founder Stanley J. Kon, PhD, is team teaching an innovative course | Stanley J. Kon, PhD The Course is Called: Lifetime Holistic Financial Planning and Wealth Management, at University at Buffalo School of Management Efficiency is gained with the focus being on disciplined planning and investment decisions.”... |
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FAQ about WealthFluent
What has the press written about WealthFluent?
Parsers VC has collected 6 articles mentioning WealthFluent, among them “WealthFluent Announces A New Tool to Track A Users Worth” (Jun 18, 2026) and “WealthFluent Announces Partnership with OnePoint Capital Management” (May 20, 2026).
Is WealthFluent still active?
Yes, WealthFluent is active; its latest activity on Parsers VC dates from Aug 11, 2026.