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 |
Similar Organizations
The Doe Fund
Non Profit, 345 E 102nd St #305, New York, NY 10029
Athenica Environmental Services Inc.
Private For Profit, 31-33 31st Street, Astoria, New York 11106
Meadows Mental Health Policy Institute
Non Profit, 1303 San Antonio Street, Suite 810, Austin, TX 78701
Strong Hold Psych
For Profit, 1534 Alverado Avenue, Pittsburgh, PA 15205
Sid Mourning Tree Services
Private For Profit, 3810 Medical Pkwy #243, Austin, TX 78756