Company

WealthFluent

Financial Services Edwards Co, United States 10 employees OFF

Employees: 10
Contacts: 3
Emails: 3
Phones: 2

wealthfluent.com LinkedIn

WealthFluent Overview

Headquarters: Edwards Co, United States
Website: wealthfluent.com
Industry: Financial Services
Employees: 10
Founded: 2020
Stock Symbol: OFF
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Wealth Management Software Personal Finance Software DIY Wealth Management Portfolio Management Software Portfolio Revision Tools Wealth Management Tools Portfolio Optimizer Fintech Platform Financial Decisions Financial Advisor Software Personal Finance

About WealthFluent

Navigating changing life circumstances, countless variables, and the fear of the unknown makes financial decisions feel overwhelming. Unlock your personalized financial decision-making engine and stop struggling with high-stakes financial decisions. Make clear, confident decisions tailored to your unique financial situation, lifetime goals, and current market conditions.

WealthFluent Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

WealthFluent Org Chart

Sample employees and titles

Name	Title	Location	Contact
Jules Kramer	Focused on Market-led Problem Solving from Day Zero.	Denver, Colorado, United States	View
David Kon	Chief Executive Officer @ Wealthfluent - Founder - Entrepreneur - Data & Technology Leader	Denver Metropolitan Area, United States	Email Phone
Stanley Kon	Chairman, Wealthfluent (Ripsaw Llc), Editor of the Journal of Fixed Income, Author of Do-it-yourself Wealth Management, Former Professor	Denver Metropolitan Area, United States	Email
Phil Lockett	Director of Sales for Wealthfluent	Monsey, New York, United States	Email Phone