WealthFluent
We build powerful, accessible financial tools for the strategic investor.
Private For Profit
About WealthFluent
WealthFluent is designed to remove the pain of managing lifetime planning and major financial decisions, enabling individual investors to consistently make the right decisions for their financial future based on their life goals, complete portfolio makeup, unique financial situations, and current market conditions.
Project Archive (1)
| Title | Organization | Program | Format Title | Managers | End Date |
|---|---|---|---|---|---|
| Disrupting Wealth Management: Empowering Young Professionals to Own their Financial Future with WealthFluent | WealthFluent | Spring 2025: IACBE Live Case Competition | Live Case | David Kon | 04/2025 |
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