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and small advisory firms with tools for personalized, holistic wealth planning - far beyond static spreadsheets or outdated risk questionnaires.We unpack:- The underserved opportunity among 30M+ mass affluent U.S. households- The challenge of balancing privacy, compliance, and innovation in fintech- Why big finance’s business model creates resistance to disruptive tools- How AI, APIs, and lean infrastructure are reshaping investment advice- And David’s vision for building a community that makes financial literacy accessible and actionableTune in for a masterclass on innovating in one of the world’s most traditional industries - and learn how to rethink your own approach to wealth.Resources:Wealth Fluent: https://www.wealthfluent.comBig North Marketing: https://www.bignorthmarketing.comChapters00:00 Introduction to Wealth Fluent and David Kon03:38 David Kon's Journey in Tech and Finance06:50 The Birth of Wealth Fluent09:44 Target Audience and Market Positioning12:56 Technology and Innovation in Wealth Management15:38 Balancing Privacy and Technology18:26 Future Trends in FinTech and AI21:36 Community and Financial Literacy Goals24:38 Challenges and Opportunities for Growth27:48 Vision for the Future of Wealth Fluent
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