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Wealthnow

Connects brokerage, bank and wallet accounts into one view, then proposes trades that route to your broker only after you approve.

FreeActively maintained

FinanceAgentsVoiceFor consumers
wealthnow.io ↗
Open wealthnow.ioAlternativesSet it up for my teamIs Wealthnow yours? Claim the card →
At a glanceswept Oct 14, 2026

≈ 3visits/mo

Little sign of use · estimate, read Oct 14, 2026

For
Individual investors who want one view of brokerage, bank and wallet accounts, with trades approved before routing
Price
Freepricing page, read Oct 20, 2026
Activity
Actively maintainedsite updated 7 days ago
Company
Tengu LLC · since 2025privacy policy · per their site
Used for
  • Ask questions about holdings and get sourced answers
  • Spot concentration and allocation drift across connected accounts
  • Stage broker orders from chat and send them after approval
read off wealthnow.io on Oct 20, 2026
Worth knowingcomputed from what we read · each with its source
Pricingpricing page, read Oct 20, 2026

Free

pricing page

The companyeach fact with its source · read Oct 20, 2026
Your datawhat they publish, each line with its page · read Oct 20, 2026

These are Wealthnow's own statements, read from its pages. We did not audit them. A line that is missing was not found on the pages we read; it does not mean the practice is absent.

How a program reaches itfound, not claimed · read Oct 20, 2026
  • MCP serverio.wealthnow/mcpverified in the MCP registry
  • Stateanswers, requires sign-inchecked 2026-10-20
  • Address to connectmcp.wealthnow.io/mcp
  • API docswealthnow.io/apithe vendor's page ↗

MCP server details →

This card as JSON, for your agent →

Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.

Alternatives in Financeby use, among tools still maintained

Figure and bar: visits/mo, estimate · year: online since

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From people who use itnot part of the reading

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Questions this page answers
  • What is Wealthnow?

    Connects brokerage, bank and wallet accounts into one view, then proposes trades that route to your broker only after you approve. It is listed in the Atlas under Finance and made by Tengu LLC.

  • Who is Wealthnow for?

    Individual investors who want one view of brokerage, bank and wallet accounts, with trades approved before routing

  • How much does Wealthnow cost?

    Wealthnow is free, per its pricing page on 2026-10-20.

  • Is Wealthnow free?

    Yes: Wealthnow is free, per its pricing page on 2026-10-20.

  • Do people use Wealthnow?

    Little sign of use: ≈ 3 visits/mo · estimate, 2026-10.

  • Is Wealthnow still maintained?

    Actively maintained: site updated 7 days ago.

  • Who owns Wealthnow?

    Wealthnow is run by Tengu LLC, per its privacy policy (2026-10-20).

  • How do I cancel Wealthnow?

    In its own words (terms of service, 2026-10-20): “If you do not accept it, you may cancel your plan.”

  • What are alternatives to Wealthnow?

    In Finance, by use: TaxGPT (AI Tax Co-Pilot), EverydayBudd, My CFO Silvia, Sequence, Trade It, Veltrix AI.

How we read a tool

No votes, no reviews, no vendor claims. Every week a crawler reads each tool's own site and a few public registries, and the words on the card are bands over what it read.

  • Use: visits to the site (estimated), installs from npm and PyPI, presence in Chrome's usage report.
  • Activity: the newest release on GitHub, npm or PyPI; the newest dated page on the site; open roles on a public jobs board.
  • Price: the vendor's own pricing page, read with the date. A figure is printed only when it is on that page.
  • The line and the use cases are written by us from the homepage, one tool at a time, and refused when they repeat the vendor's marketing.

How AI assistants read each site — the reading vendors ask us about — is on each tool's own visibility page.

How we read every tool → · By INITE Atlas Desk