# Wealthnow (wealthnow.io)

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

- Atlas card: https://inite.ai/en/atlas/wealthnow.io
- Site: https://wealthnow.io
- For: Individual investors who want one view of brokerage, bank and wallet accounts, with trades approved before routing
- Categories: finance
- Use 0/100 · alive 100/100

## 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

## Price

- free (read 2026-10-20 on https://wealthnow.io/pricing)

## For developers

- API docs: https://wealthnow.io/api
- MCP server: io.wealthnow/mcp (namespace; auth on 2026-10-20)
- Read 2026-10-20

## MCP server, measured daily

Server: https://mcp.wealthnow.io/mcp, checked every day since 2026-10-20 (2 checks).

- Answered: measuring, 2 daily checks so far
- Median first answer: 251 ms
- Sign-in: OAuth (the client signs the user in)
- Method: https://inite.ai/en/atlas/mcp/report

## Your data

- Certifications stated: none
- Read 2026-10-20

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Source: INITE Atlas, https://inite.ai/en/atlas/wealthnow.io. JSON: https://inite.ai/api/atlas/wealthnow.io. MCP: https://inite.ai/api/mcp (atlas_lookup).