WealthFluent Announces Partnership with OnePoint Capital Management
Summary
WealthFluent announced a partnership with OnePoint Capital Management to integrate WealthFluent's personalized financial decision-making platform and Magpie AI with OnePoint's advisory services. The collaboration aims to empower clients with more self-service capabilities while preserving advisor collaboration when needed. WealthFluent emphasizes independence, transparency, and an advice-only fee model to help investors navigate accounts, mortgages, loans, retirement funds, and crypto. OnePoint says the platform lets the firm add measurable value for clients by pairing fintech tools with experienced advisors.
Classifications
industries
Fintech & Banking
applications
Accounting and Taxes
AskAI Classifications
Labels
Financial Planning Software
Wealth Management Software
SaaS
Linked Companies
WealthFluent
up to $1M