Frequently Asked Questions — Wealtheon AI

What is Wealtheon AI?

Wealtheon AI is an AI-driven portfolio management platform that gives individual investors and registered advisors access to institutional-grade investment tools, including portfolio optimization, AI coaching, and automated rebalancing.

Which brokerages does Wealtheon AI support?

Wealtheon AI currently integrates with Charles Schwab via OAuth. Additional brokerage integrations are planned.

Is my financial data secure?

Yes. Wealtheon AI uses enterprise-grade encryption, WebAuthn passkey authentication, and mandatory two-factor authentication to protect your account and data. Read our Security page for details.

How does portfolio optimization work?

Wealtheon AI uses PyPortfolioOpt to run mean-variance optimization, Black-Litterman models, and Monte Carlo simulations. The platform weights expected returns, covariance, and your risk profile to recommend an efficient portfolio.

Can advisors manage multiple clients?

Yes. Advisor accounts include a full book-of-business dashboard, client relationship management, and multi-portfolio tools. Learn more about advisor features.

How do I get started?

Create a free account and connect your brokerage to begin. The onboarding questionnaire takes about five minutes.