ISVWorld Vendor Profile - WealthFluent

Overview

🌐 Website:

💲 Revenue:

📍 Address:

👥 Employees:

🗓️ Established: 2023

📅 Published: December 21, 2025

✏️ Last updated: August 12, 2026

AskAI Summary of WealthFluent

Generated using ISVWorld's AskAI proprietary software industry model.

📝 AskAI Recap: A financial decision-making software company offering a personalized wealth planning and portfolio management platform for investors, families, advisors, and universities.

💬 Inclusion Rationale: WealthFluent is an active proprietary software product offered to external users, with features like account aggregation, financial health scoring, lifetime planning, portfolio optimization, market analysis, pricing, and free trial access. The site explicitly says it is a software company and the maker of WealthFluent, which makes this an ISV.

🏷️ AskAI Classifications:

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Scores

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