024 - Redefining Wealth Management for the American Investor with David Kon, CEO, Wealth Fluent

Episode notes

How can technology give millions of everyday investors the clarity and confidence once reserved for the ultra-wealthy?In this episode of Pitch, Build, Scale, we sit down with David Kon, CEO of Wealth Fluent, to explore how his team is transforming wealth management for the mass affluent - those who’ve long been overlooked by traditional financial institutions.David shares how his family-built fintech is empowering individuals and small advisory firms with tools for personalized, holistic wealth planning - far beyond static spreadsheets or outdated risk questionnaires.We unpack:- The underserved opportunity among 30M+ mass affluent U.S.