Wealth First Inc. · Funding Portal

Capital, on the record.
Funding, by design.

AI-powered funding analysis. Credit-building automation. Lender-matching agents. Built for founders who want to move from intention to capital with discipline.

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How It Works

From form to funding, in three quiet steps.

01

Fill Out the Form

Submit your details in our secure online intake form. Personal credentials, business profile, funding goals.

02

Run Funding Bots & AI Agents

Our AI analyzes your profile against thousands of lenders, matching funding qualifications, NAICS codes, and certifications.

03

Download Your Report

Receive your personalized funding plan of action — credit strategy, lender list, and step-by-step compliance roadmap.

Transparent Pricing

Three quiet paths to capital.

One-time analysis, ongoing membership, or full automation. Cancel or downgrade anytime.

Start with clarity.

AI Funding Report

One-time comprehensive funding analysis.

$139one-time
  • Initial AI funding report
  • Full personal credit analysis
  • Business credit assessment
  • Funding Readiness Paydex Score
  • Personalized action plan
  • Lender recommendations
  • PDF download — business credit-worthiness analysis
Get My Report

Stay the course.

WealthFirst PRO

Ongoing funding strategy & membership support.

$45per month

or $365 per year · save ~32%

  • Everything in AI Report
  • Monthly AI-powered updated reports
  • Progress tracking dashboard
  • Continuously updated lender matching
  • Priority email support
  • Training videos & guides
  • Newsletters: wealth building, preservation, stewardship
  • Cancel recurring membership anytime
  • Downgrade from AutoPilot anytime
Start PRO
Most Popular · Best Value

Rocket-success velocity.

WealthFirst AutoPilot

Full credit-building automation. Most popular, best value.

$91per month

✦ 7-day free trial

  • Everything in WealthFirst PRO
  • 7-day free trial
  • Revocable Business Trust setup & fiduciary guidance
  • Trust document templates
  • Automatic qualified-vendor reminders
  • Credit bureau monitoring
  • Score-change alerts
  • Funding opportunity alerts
  • NAICS risk scanning
  • DUNS / SBFE / CDFI compliance checks
  • Downgrade to WealthFirst PRO anytime
Start 7-Day Free Trial
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AI-Powered Throughout

Funding bots and credit agents work continuously — not just at signup.

Fiduciary Discipline

Revocable trust setup, NAICS scanning, and compliance baked into AutoPilot.

Built to Scale

From single-LLC founders to multi-entity family offices.