Wealthfront

Wealthfront is the world's largest & fastest-growing automated investment service with over $1 billion in client assets. It manages a diversified, continually rebalanced portfolio of index funds on your behalf at a very low cost and in an extremely tax-efficient manner. Its unique service is made possible by combining a team of world-class financial experts, led by Dr. Burton Malkiel, renowned economist and author of A Random Walk Down Wall Street, with some of Silicon Valley’s best technology talent.

The company has received funding from Benchmark Capital, DAG Ventures, Index Ventures, The Social + Capital Partnership and individuals, including Marc Andreessen, Ben Horowitz and Jeff Jordan. As of December 2014, Wealthfront had more than $1.7 billion of assets under management.

Truly Automated

Wealthfront takes the guesswork out of sound, long-term investing through effortless automation. Wealthfront manages a personalized online investment account for you that is fully diversified and periodically rebalanced – accessible anytime and anywhere from your desktop, tablet or phone. It supports the following types of accounts:

Individual, joint, trust, & LLC taxable accounts
Traditional, Roth, & SEP retirement accounts (IRAs)
401(k) rollover accounts
501(c) accounts for non-profit institutions

Wealthfront investment recommendation for a taxable account

Exhibit 4: Wealthfront investment recommendation for a taxable account

Wealthfront investment recommendation for a retirement account

The Best Index Funds

The service is premised on the consistent and overwhelming research that proves index funds significantly outperform an actively managed portfolio. It employs ETFs that track indexes for the 11 major asset classes used in our portfolios. Each ETF is chosen by our investment research team based on its relative cost, tracking error, market liquidity and securities lending policies. It always tells you why we chose each ETF over its alternatives.

Extremely Low Cost

Wealthfront believes everyone deserves sophisticated financial advice. That’s why the minimum account size is only $5,000. It manages your first $10,000 for free and the rest for only 0.25% per year. There areno additional fees for our service. No trading commissions. Everything is included in our simple low advisory fee.

The Most Tax-Efficient

No other automated investment service offers all five levels of tax minimization that are available with Wealthfront:

Index Funds. Unlike actively managed mutual funds, index funds have very little turnover, which means you incur much lower capital gains taxes.
Intelligent Dividend Reinvesting. Using dividends to rebalance your portfolio throughout the year minimizes sales, leading to lower realized capital gains.
Tax location. All clients receive different asset classes and asset allocations for taxable and retirement accounts to optimize their after-tax performance.
Daily Tax-Loss Harvesting. Clients with $100,000 or more invested in a taxable account can take advantage of our Daily Tax-Loss Harvesting service at no additional cost.
Tax-Optimized Direct Indexing. Clients with $500,000 or more invested in a taxable account can take advantage of Tax-Optimized Direct Indexing, our portfolio that provides enhanced Tax-Loss Harvesting by harvesting losses among the individual stocks in the S&P 500®.

Daily Tax-Loss Harvesting and Tax-Optimized Direct Indexing could add more than 1.6% to your portfolio's annual after-tax return.

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Facts

Management Type: Fully Automated Platform
Total Assets: $1.55B
Portfolio Composition: ETFs & Stocks

Optimizations

Automatic Rebalancing
Automatic Tax Loss Harvesting
Tax Optimized Portfolio Design

Free Trial

Free Under Balance

$10000

Minimum Balance

$5000

Mobile Support

Related News

Betterment vs. Wealthfront: Which Is Better? - GOBankingRates - Tue Jun 07 07:00:00 UTC 2022
Wealthfront Vs. Vanguard: Which Platform Should You Choose? - Business Insider - Thu Jun 16 07:00:00 UTC 2022
Robo-Advisor Market Size, Scope and Forecast | WiseBanyan, Inc., Wealthfront Inc., Betterment Holdings Inc., Bambu, SigFig Wealth Management, Hedgeable, Inc., FMR LLC, Ally Financial Inc. – Designer Women - Designer Women - Wed Jun 29 11:47:49 UTC 2022
Global FinTech Investment Market 2022 Scenario of Top Manufactures: Oscar, Qufenqi, Wealthfront, ZhongAn – Designer Women - Designer Women - Thu Jun 30 07:33:44 UTC 2022
Schwab Pays Record $187 Million Fine in Robo-Adviser Case (1) – Bloomberg Law - Bloomberg Law - Mon Jun 13 07:00:00 UTC 2022
Ellevest Inc. Has $97000 Holdings in SVB Financial Group (NASDAQ:SIVB) - Defense World - Sun Jul 03 10:13:09 UTC 2022
Robo Advisory Global Market Report 2022 - Yahoo Finance - Mon Jun 06 07:00:00 UTC 2022
What Wealthfront's $1.4bn sale to UBS means for advisors - Citywire USA - Thu Jan 27 08:00:00 UTC 2022
Invest for your future and your kid's college with this robo-advisor - CNBC - Tue Nov 02 07:00:00 UTC 2021
Wealthfront calls time on the value factor - Citywire USA - Tue Feb 08 08:00:00 UTC 2022
Why Wealthfront Sold Out to UBS - ThinkAdvisor - Fri Mar 04 08:00:00 UTC 2022
Wealthfront Cash Management Account Review – Forbes Advisor - Forbes - Tue Nov 16 08:00:00 UTC 2021
$27.7bn robo-advisor Wealthfront pursuing potential sale - Citywire USA - Wed Nov 17 08:00:00 UTC 2021
UBS courts US investment heavyweights to boost valuation - Financial Times - Mon Jun 27 04:02:16 UTC 2022
Vanguard Short-Term Inflation-Protected Securities Index Fund (NASDAQ:VTIP) Announces Dividend Increase - $0.69 Per Share - MarketBeat - Fri Jul 01 11:43:33 UTC 2022
Roth IRA Fund Options from Wealthfront - Investopedia - Fri Apr 01 07:00:00 UTC 2022
Experts Debunk 7 Myths About Investing - GOBankingRates - Wed Jun 15 07:00:00 UTC 2022
UBS to Buy Wealthfront in $1.4 Billion Deal - Barron's - Wed Jan 26 08:00:00 UTC 2022
The Sherwin-Williams Company (NYSE:SHW) Stock Position Cut by AE Wealth Management LLC - Defense World - Sat Jul 02 09:43:55 UTC 2022
Wealthfront vs. Robinhood: Which Broker Is Right for You? | The Ascent by The Motley Fool - The Motley Fool - Thu Feb 17 08:00:00 UTC 2022
Even With Slowdown in M&A, Private Credit and Crypto Will Remain Hot - Institutional Investor - Thu Jun 23 11:18:25 UTC 2022
Financial Technology Market Impressive Gains – Designer Women - Designer Women - Wed Jun 29 13:09:18 UTC 2022
Digital Transformation in the Oil and Gas Market to Witness Huge Growth by 2030 | Betterment LLC, Wealthfront Corporation, The Vanguard Group – Indian Defence News - Indian Defence News - Wed Jun 29 06:34:47 UTC 2022
UBS to Acquire Wealthfront for $1.4 Billion - Sullcrom.com - Fri Feb 11 08:00:00 UTC 2022
UBS to buy Wealthfront for $1.4bn - Citywire - Citywire Americas - Wed Jan 26 08:00:00 UTC 2022
Great Valley Advisor Group Inc. Decreases Position in Fidelity Nasdaq Composite Index ETF (NASDAQ:ONEQ) - Defense World - Sat Jul 02 10:31:23 UTC 2022
Wedbush Securities Inc. Acquires 4598 Shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) - Defense World - Sat Jul 02 10:17:32 UTC 2022
The TJX Companies, Inc. (NYSE:TJX) Holdings Lifted by AdvisorNet Financial Inc - Defense World - Sat Jul 02 08:29:48 UTC 2022
Cube, which wants to help finance teams plan better and faster, lands $30M after seeing 400% ARR growth - TechCrunch - Wed Jun 15 07:00:00 UTC 2022
Wealthfront, in its sixth pivot as a firm, reduces its robo-advisor's role and puts 'decision-making power where it belongs,' with retail investors - RIABiz - Wed Jun 16 07:00:00 UTC 2021
NorthCrest Asset Manangement LLC Decreases Stake in S&P Global Inc. (NYSE:SPGI) - Defense World - Thu Jun 30 09:51:03 UTC 2022
Wall Street and the problem of "way too many publicly traded fintechs" - CNBC - Thu Jun 02 07:00:00 UTC 2022
Wealthfront Gives Investors More Choice in Funds, Hints at Crypto - Wealth Management - Wed Apr 28 07:00:00 UTC 2021
Wealthfront Review 2022 - Bankrate.com - Thu Mar 25 02:19:41 UTC 2021
Wealthfront Adds Crypto With Addition of Bitcoin, Ethereum Trusts - Wealth Management - Fri Jul 30 07:00:00 UTC 2021
DaVita Inc. (NYSE:DVA) Given Consensus Recommendation of "Hold" by Brokerages - MarketBeat - Sun Jul 03 08:29:33 UTC 2022
Spire Wealth Management Sells 1179 Shares of Cheniere Energy, Inc. (NYSEAMERICAN:LNG) - Defense World - Sun Jul 03 10:13:09 UTC 2022
Wealthfront Review: How It Works, Pros & Cons - The Atlanta Journal Constitution - Thu Mar 25 07:00:00 UTC 2021
Equifax Inc. (NYSE:EFX) Given Average Rating of "Moderate Buy" by Brokerages - MarketBeat - Sun Jul 03 06:11:15 UTC 2022
S&P Global Inc. (NYSE:SPGI) Shares Bought by AdvisorNet Financial Inc - Defense World - Mon Jun 27 09:30:28 UTC 2022
IBM Retirement Fund Cuts Position in Northern Trust Co. (NASDAQ:NTRS) - Defense World - Tue Jun 28 09:23:52 UTC 2022
Wealthfront Opens Its Investment Platform To Enable More Investment Choices For Clients - PR Newswire - Wed Apr 28 07:00:00 UTC 2021
Wealthfront cedes to four years of investors clamoring for crypto by taking on expensive third-party vendor that Betterment rules out - RIABiz - Fri Aug 13 07:00:00 UTC 2021
Robo Advisors Changed Investing. But Can They Survive Independently? - Barron's - Fri Feb 18 08:00:00 UTC 2022
YorkBridge Wealth Partners LLC Sells 45 Shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) - Defense World - Mon Jun 27 09:56:42 UTC 2022
Wealthfront Review 2022: Pros, Cons and How It Compares - NerdWallet - Wed Mar 23 07:00:00 UTC 2022
Wealthfront Speeds Up Money Movement from the Wealthfront Cash Account - PR Newswire - Tue Feb 16 08:00:00 UTC 2021
Goldman Sachs, JPMorgan and UBS Create New Brands to Lure Average Investors - Bloomberg - Sun Apr 24 07:00:00 UTC 2022
Investing App Wealthfront to Offer Grayscale’s Bitcoin, Ethereum Products - Decrypt - Fri Jul 30 07:00:00 UTC 2021
Betterment Vs. Wealthfront: Which Is Best For You? - Bankrate.com - Mon Mar 28 07:00:00 UTC 2022
State of Alaska Department of Revenue Sells 13000 Shares of The Kraft Heinz Company (NASDAQ:KHC) - Defense World - Mon Jun 27 10:57:09 UTC 2022
Globe Life Inc. (NYSE:GL) Declares $0.21 Quarterly Dividend - MarketBeat - Thu Jun 30 11:22:48 UTC 2022
Wealthfront Co-Founder Dismisses Digital-Plus-Human Advice - Wealth Management - Wed Nov 18 08:00:00 UTC 2020
M1 Finance now says Wealthfront's allegation is a 'lie' and Wealthfront counters: Let's go to the video replay - RIABiz - Thu Jan 28 08:00:00 UTC 2021
Robo advisor Wealthfront adds support for Grayscale's bitcoin and ether funds - The Block Crypto - Fri Jul 30 07:00:00 UTC 2021
Wealthfront Launches First Self-Driving Money™ Service - PR Newswire - Wed Sep 02 07:00:00 UTC 2020
6 M&A stories that have got the wealth management industry watching - Financial Planning - Fri Apr 29 07:00:00 UTC 2022
Investopedia 2022 Best Robo-Advisors Awards - Investopedia - Mon Feb 28 08:00:00 UTC 2022
Why Wealthfront Will Be Different From Failed Robo-Advisor - Business Insider - Wed Feb 02 08:00:00 UTC 2022
Should you take out a line of credit from your investment portfolio? Here are the pros and cons - CNBC - Wed May 11 07:00:00 UTC 2022
Wealthfront bets on 'self-driving money,' following Netflix's playbook — not Wall Street's - CNBC - Sat Mar 30 07:00:00 UTC 2019
What is Wealthfront Financial? - groovyPost - Sun Mar 07 08:00:00 UTC 2021
Wealthfront Robo Investing Performance Review 2021 - Business Insider - Tue Aug 24 07:00:00 UTC 2021
Wealthfront Gamifies Bills to Draw Cash Account Users - Wealth Management - Mon Aug 03 07:00:00 UTC 2020
Wealthfront vs. Vanguard: Which Is Right for You? - NerdWallet - Thu Dec 09 08:00:00 UTC 2021
Here's how much money 35-year-olds should invest each month to become a millionaire - CNBC - Mon Nov 22 08:00:00 UTC 2021
Wealthfront Cash Account Review: Competitive APY, Early Direct Deposit - Business Insider - Tue Jun 21 07:00:00 UTC 2022
M1 Finance vs Wealthfront: Which Is Right for You? - Investopedia - Tue Apr 05 07:00:00 UTC 2022
Top-10 Robo-Advisors By Assets (AUM) - Forbes - Sun May 01 07:00:00 UTC 2022
Betterment vs Wealthfront - Modest Money - Sat Feb 27 02:47:00 UTC 2021
Here are two of the biggest financial regrets women say they have — and what you can do to avoid them - CNBC - Fri Apr 29 07:00:00 UTC 2022
Wealthfront Cash Account Adds Checking Features - Business Insider - Mon Jun 29 07:00:00 UTC 2020
Is it safe to retire when the stock market is so volatile? - CNBC - Thu May 19 07:00:00 UTC 2022
Here’s the Robo-Advisor That These Personal Finance Experts Swear By - NextAdvisor - Thu Mar 31 07:00:00 UTC 2022
Robo-advisors are growing in popularity. Can they really replace a human financial advisor? - CNBC - Sun Jan 16 08:00:00 UTC 2022
Betterment vs. Wealthfront: Which Is Right for You? - NerdWallet - Tue Oct 26 07:00:00 UTC 2021
Wealthfront Rolls Out Free Financial Planning in App - Wealth Management - Wed Dec 05 08:00:00 UTC 2018
Wealthfront vs. Charles Schwab Intelligent Portfolios: Which Is Best for You? - Investopedia - Thu Sep 19 01:28:13 UTC 2019
Wealthfront Review: Low Cost Robo Investing and Financial Planning - The Dough Roller - Thu Jul 01 07:00:00 UTC 2021
Wealthfront's high-yield cash account can help savings grow - Business Insider - Tue Aug 27 07:00:00 UTC 2019
Wealthfront Bags $1 Billion in Cash - Wealth Management - Tue Apr 23 07:00:00 UTC 2019
Your Guide to Getting Started With Robo-Investing - Morningstar - Wed Jun 01 07:00:00 UTC 2022
Wealthfront Now Offers Portfolio Lines Of Credit - Wealth Management - Thu Apr 20 07:00:00 UTC 2017
Short Interest in iShares Global Timber & Forestry ETF (NASDAQ:WOOD) Drops By 48.8% - Defense World - Sat Jul 02 05:49:40 UTC 2022
Wealthfront Adds Debit Card And Checking Features To Its Cash Account - PR Newswire - Mon Jun 29 07:00:00 UTC 2020
Extra Crunch Live: Join Wealthfront CEO Andy Rachleff August 11 at 1pm EDT/10am PDT about the future of investing and fintech - TechCrunch - Wed Aug 05 07:00:00 UTC 2020
Wealthfront Cash Review: Online Cash Management Account - NerdWallet - Fri Sep 18 15:54:14 UTC 2020
Personal Finance App Market Competition Outlook & Key Statistics by Intuit, Personal Capital, Lampo Licensing, Wally Yachts, Acorns Grow, Robinhood Financial, and more – Indian Defence News - Indian Defence News - Wed Jun 29 00:03:28 UTC 2022
Americans believe it takes $2.2 million to 'be wealthy'—here's how much you need to invest to get there - CNBC - Tue Jun 21 07:00:00 UTC 2022
Wealthfront vs. Vanguard Personal Advisor Services: Which Is Best for You? - Investopedia - Wed Sep 18 22:38:46 UTC 2019
Betterment vs. Wealthfront 2022 Comparison: Which Is Best? - Investor Junkie - Mon Jun 14 07:00:00 UTC 2021
Wealthfront raises $75 million to help millennials invest - TechCrunch - Thu Jan 04 08:00:00 UTC 2018
UBS Adjusts Wealth Advice Center Payout Threshold - Financial Advisor IQ - Mon May 02 07:00:00 UTC 2022
Wealthfront vs. E*TRADE Core Portfolios: Which Should You Choose? - Investopedia - Wed Sep 25 22:17:28 UTC 2019
Roth IRA Fees: What Do Companies Charge? - Investopedia - Fri Apr 01 07:00:00 UTC 2022
Wealthfront nixes Apex Clearing and explains it as step in ridding 'semi-manual processes and disjointed systems' - RIABiz - Fri May 12 07:00:00 UTC 2017
Wealthfront entices millennials with online financial planning - San Francisco Business Times - The Business Journals - Thu Jun 07 07:00:00 UTC 2018
Is it a good idea to combine investment accounts when you get married? - CNBC - Fri Feb 18 08:00:00 UTC 2022
Self-Directed Investors: Implications for Wealth Managers: Market 2022 Growing Popularity and Emerging Trends by Top Key Players | Barclays, UBS, Wealth front, TD Ameritrade – Designer Women - Designer Women - Thu Jun 30 15:57:10 UTC 2022
Oisín's Bits: Wealthfront drops old mission statement, declares war on institutions and emphasizes banking future • Seeking Utah charter, Edward Jones may become largest bank in US by branch count • After Advent chief leaves, Black Diamond head ste - RIABiz - Fri Jul 03 07:00:00 UTC 2020

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