WealthFluent
Strategic Investors Welcome
Free · Designed for iPad. Not verified for macOS.
Stop paying 1% to an advisor who runs the same playbook for everyone. WealthFluent gives you institutional-grade tools customers to you — for $30/month or less.
WealthFluent is an AI-powered wealth management platform built for people who want to be in control of their own financial future — without paying thousands a year to a traditional advisor. It empowers you with clarity, control, and confidence in managing your financial health, holistic lifetime planning, and portfolio optimization. By seamlessly integrating net worth tracking, dynamic wealth planning, and risk management, it crafts personalized strategies that adapt to your unique goals, life changes, and real-time market conditions—ensuring you’re prepared for whatever comes your way. We’re democratizing sophisticated wealth management, delivering institutional-grade insights directly to independent investors.
CONNECT ALL YOUR ACCOUNTS
Link your banks, brokerages, retirement accounts, and more in minutes. For the first time, see every asset and every liability — your home, mortgage, investments, and Social Security — in one place.
KNOW WHERE YOU REALLY STAND
Get your Financial Wellness Score, debt health analysis, and a complete, real-time picture of your net worth. No guessing. No spreadsheets. Just clarity.
BUILD YOUR LIFETIME PLAN
Map every major milestone — retirement, home purchases, college funding, major life events — and instantly see how each decision shapes your long-term financial trajectory. Your plan updates dynamically as markets and your life change.
OPTIMIZE YOUR PORTFOLIO
WealthFluent's Portfolio Optimization Engine analyzes your holdings across 56 risk dimensions using forward-looking market data — not just historical averages. Simulate trades before you make them. Rebalance with one click. Align your investments to your actual goals, not someone else's model portfolio.
MEET MAGPIE — YOUR AI FINANCIAL COMPANION
Magpie isn't a generic chatbot. It's an AI companion trained on WealthFluent's proprietary financial content and connected to your actual data. Ask Magpie anything — portfolio performance, how a job change would affect your plan, what a market shift means for your goals — and get instant, personalized answers.
Ratings & Reviews
More native experience.
Better google sign in exeprience.
Magpie AI
The developer, Ripsaw LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Financial Info
- Contact Info
- Identifiers
- Usage Data
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Ripsaw LLC
- Size
- 2.3 MB
- Category
- Finance
- Compatibility
Requires iOS 17.0 or later.
- iPhone
Requires iOS 17.0 or later. - iPad
Requires iPadOS 17.0 or later. - Mac
Requires macOS 14.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- Copyright © 2026 Ripsaw LLC. All rights reserved.