83
Growth Score
pts
Heat Score
39 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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267454
WealthFluent provides an AI-enabled personal finance platform for net worth tracking, lifetime planning, and portfolio optimization.
About the Company
WealthFluent provides an AI-enabled personal finance and wealth management platform for individuals, families, investors, advisors, and educational institutions. The software consolidates assets and liabilities into a unified financial health dashboard with bank-level, read-only connections. Users build dynamic lifetime wealth plans, generate
personalized investable benchmarks, and run portfolio optimization and tax-aware allocation analyses. The Magpie AI companion delivers data-driven insights, education, and scenario testing for decisions across spending, saving, and investing. WealthFluent also offers collaborative workspaces for households and classroom use, along with subscription-based pricing tiers from free to premium plans.
