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 Best for You? - Yahoo Finance - Tue Dec 31 08:00:00 UTC 2019
Wealthfront Named One Of NerdWallet's 2020 "Best-Of" Award Winners - Yahoo Finance - Wed Jan 15 14:00:00 UTC 2020
Jan 21, 2020 - Wealthfront Advisers LLC Buys Energy Select Sector SPDR Fund, Truist Financial Corp, Bristol-Myers Squibb Company, Sells Celgene Corp, SunTrust Banks Inc, Clorox Co - GuruFocus.com - Tue Jan 21 14:41:54 UTC 2020
'If we can't automate it, we don't build it': Wealthfront's Andy Rachleff on 'self-driving money' - bankinnovation.net - Fri Dec 27 08:00:00 UTC 2019
Why robo-advisors need more AUM to justify valuations - Business Insider - Mon Jan 06 08:00:00 UTC 2020
Why fintech cash accounts are drawing regulators like FDIC - Financial Planning - Wed Jan 15 17:32:00 UTC 2020
Which Robo Adviser Is Right for You? - Kiplinger's Personal Finance - Mon Dec 23 08:00:00 UTC 2019
Want to invest in 2020 but don't know where to start? Robo-advisers make it cheap and easy - Business Insider - Wed Jan 01 08:00:00 UTC 2020
Robo-adviser Wealthfront now holds $20 billion in client assets - INSIDER - Mon Sep 09 07:00:00 UTC 2019
7 "Best" Robo Advisors in 2020 - Reviews & Comparisons - The Tokenist - Mon Jan 13 08:00:00 UTC 2020
Seriously, Can Fintechs Really Beat Banks In 2020? - Yahoo Finance - Wed Jan 01 08:00:00 UTC 2020
Wealthfront acquires financial planning fintech Grove - Financial Planning - Thu Aug 22 07:00:00 UTC 2019
Wealthfront eyes mortgages in latest banking land grab - Financial Planning - Wed Dec 04 08:00:00 UTC 2019
I've been through financial hell and back, but my Wealthfront app keeps me calm — and building wealth - Business Insider - Tue Dec 03 08:00:00 UTC 2019
Here's what to know before signing up for a high-yield savings account at a robo-advisor - CNBC - Fri Jul 26 07:00:00 UTC 2019
Wealthfront CEO Andy Rachleff discusses banking - Financial Planning - Thu Dec 05 08:00:00 UTC 2019
Wealthfront and Betterment are battling it out, and it's great news for savers - Business Insider - Wed Jan 15 05:19:00 UTC 2020
Wealthfront Cash Review: Online Cash Management Account - NerdWallet - Wed Aug 21 07:00:00 UTC 2019
Wealthfront founder Andy Rachleff explains why the robo-advisor is betting on millennial investors, but not offering clients exposure to bitcoin - The Block Crypto - Tue Dec 03 08:00:00 UTC 2019
Wealthfront is again forced to disclose a bad mistake --testing how far the move-fast, break-things -then-apologize culture can go - RIABiz - Fri Oct 18 07:00:00 UTC 2019
It took less than 10 minutes to open a high-yield cash account with Wealthfront and earn more on my savings. Here's exactly what it's like to sign up. - Business Insider - Fri Sep 20 07:00:00 UTC 2019
Vanguard digital-only tool could pinch Wealthfront, Betterment - InvestmentNews - Thu Sep 19 07:00:00 UTC 2019
Wealthfront busts through $20 billion mark with its 'break things but make it happen' approach, but it's bedeviled by details when it comes to customers - RIABiz - Sat Sep 14 07:00:00 UTC 2019
Wealthfront adds staggering $1 billion to its robo-bank in 'less than a month', but critics say it's treading the line, again, on possible conflicts of interest - RIABiz - Thu Apr 25 07:00:00 UTC 2019
How Wealthfront's new high-yield savings account works - Business Insider - Wed Jan 15 05:43:00 UTC 2020
Wealthfront adds banking services - Financial Planning - Mon Jun 03 07:00:00 UTC 2019
Wealthfront's high-yield cash account can help savings grow - Business Insider - Tue Aug 27 07:00:00 UTC 2019
Global Robo-Advice Market, Top key players are Wealthfront Inc., Betterment Holdings Inc., Charles Schwab & Co., Bambu, Hedgeable, Inc., WiseBanyan, Inc., Ally Financial Inc., AssetBuilder Inc., SigFig Wealth Management, and blooom, Inc - Expert Recorder - Thu Jan 09 10:18:14 UTC 2020
Wealthfront tempts traditional bank customers with 2.24% interest on cash accounts - MarketWatch - Thu Feb 14 08:00:00 UTC 2019
Millennial investors in this state have the highest liquid net worth: survey - CNBC - Wed Dec 11 08:00:00 UTC 2019
Wealthfront bets on 'self-driving money,' following Netflix's playbook — not Wall Street's - CNBC - Sat Mar 30 07:00:00 UTC 2019
How Millennials can invest with elite money managers -- without breaking the bank - NBC2 News - Mon Jan 06 08:00:00 UTC 2020
Wealthfront boosts cash account APY to 2.57%, a top nationwide rate - Bankrate.com - Wed Jun 26 07:00:00 UTC 2019
Latin America Robo advisory Market 2018-2023 |Betterment LLC, - openPR - Fri Jan 17 14:12:00 UTC 2020
Wealthfront bumps interest rate to highest in the industry in ongoing battle for deposits - CNBC - Tue May 28 07:00:00 UTC 2019
Wealthfront's cash account still has industry-leading APY at 2.32% - Business Insider - Mon Aug 26 07:00:00 UTC 2019
Wealthfront reaches $20B in assets under management with robo advising - Business Insider - Wed Sep 11 07:00:00 UTC 2019
I've only had my high-yield cash account for 4 months, but I've already earned over $111 in interest - Business Insider - Sun Nov 03 07:00:00 UTC 2019
Betterment robo advisor adds checking, savings accounts - Financial Planning - Tue Jul 23 07:00:00 UTC 2019
Betterment vs. Wealthfront: Which Is Better in 2019? - TheStreet.com - Fri Mar 22 07:00:00 UTC 2019
Wealthfront Just Wants to Be Your (Financial) Everything - Barron's - Tue Jun 04 07:00:00 UTC 2019
Wealthfront's new high-yield accounts bring in $1 billion in just a few months - CNBC - Tue Apr 23 07:00:00 UTC 2019
You could earn 25 times as much interest on your money with this new savings account - CNBC - Fri May 31 07:00:00 UTC 2019
After Andy Rachleff explains Wealthfront's corrective to banking, Jon Stein told how Betterment is investing heavily in banking but mindful of 'frothiness' - RIABiz - Fri Dec 06 08:00:00 UTC 2019
Who To Work For: The Wealthfront List Of 178 Private Companies To Join - Crunchbase News - Thu Dec 12 08:00:00 UTC 2019
Wealth tech sees sharp decline in new entrants - Business Insider - Business Insider UK - Tue Jan 21 15:09:51 UTC 2020
Financial Planning Startup Grove Joins Robo Advisor Wealthfront’s Platform - Crowdfund Insider - Fri Aug 23 07:00:00 UTC 2019
New Wealthfront Cash Accounts Bring In $1B Since Feb - pymnts.com - Wed Apr 24 07:00:00 UTC 2019
Wealthfront buys hybrid robo Grove - Citywire USA - Fri Aug 23 07:00:00 UTC 2019
Wealthfront purchases startup Grove, but deals clients to Facet and drops subscription pricing; instead it's gobbling up talent and tech - RIABiz - Wed Sep 04 07:00:00 UTC 2019
Wealthfront Created a Hedge Fund-Style Product. It's Down About 5% - Bloomberg - Fri May 24 07:00:00 UTC 2019
From Betterment to Wealthfront, why use robo-advisors? - INSIDER - Wed Mar 13 07:00:00 UTC 2019
Wealthfront Acquires Grove - FinSMEs - Sun Aug 25 07:00:00 UTC 2019
Baystate Wealth Management LLC Decreases Stock Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) - Riverton Roll - Tue Jan 21 17:06:42 UTC 2020
Why Wealthfront's Latest Deal Won't Impact Advisors - ThinkAdvisor - Fri Aug 23 07:00:00 UTC 2019
Millennial investors in California are fleeing to these 3 tax havens: survey - CNBC - Wed Dec 18 08:00:00 UTC 2019
Cash Accounts Help Wealthfront Hit $20 Billion - Barron's - Tue Sep 10 07:00:00 UTC 2019
Wealthfront vs. Vanguard: Which Is Right for You? - NerdWallet - Tue Feb 19 08:00:00 UTC 2019
High-yield savings accounts: Ally vs. Marcus vs. Wealthfront - Business Insider - Wed Jan 15 21:19:00 UTC 2020
Wealthfront vs. Vanguard - Where Will You Invest Your Money? - The Dough Roller - Tue Jun 04 07:00:00 UTC 2019
Wealthfront Has Courted Controversy With Dalio-Look-Alike Fund - AdvisorHub - Tue May 28 07:00:00 UTC 2019
The Future of Money: AI Investors, Crowdlending, and the Death of Cash - Singularity Hub - Thu Jan 16 07:00:00 UTC 2020
Wealthfront CFO is eyeing path to public market for the robo-adviser - Business Insider - Fri Sep 13 07:00:00 UTC 2019
Fintech Technologies Market Sky-High Projection On Giants M&A Activity | Stripe, YapStone, Braintree, Adyen, Lending Club - Fusion Science Academy - Tue Jan 21 12:48:47 UTC 2020
Andy Rachleff lambasted competition for timid cash account offerings, but eats his own words with a pull-back to a middling 2.32% rate after Fed cut - RIABiz - Mon Aug 26 07:00:00 UTC 2019
Comparing the Cost of Robo-Advisors From JPMorgan, Betterment, Wealthfront, and Others - Barron's - Thu Jul 11 07:00:00 UTC 2019
Wealthfront Cash Account Review - An Impressive APY - The Dough Roller - Thu Nov 28 08:00:00 UTC 2019
Surprise, Your Money Is Already Being Managed by Artificial Intelligence - Marker - Fri Jan 10 08:00:00 UTC 2020
5 things to know about Wealthfront’s cash account - Clark.com - Clark Howard - Mon Sep 30 07:00:00 UTC 2019
Wealthfront rolls out high-yield savings accounts to new customers - Bankrate.com - Tue Mar 19 07:00:00 UTC 2019
Rental properties are a ‘terrible investment,’ says fintech company with $22 billion in assets under management - MarketWatch - Sat Dec 21 08:00:00 UTC 2019
Commerzbank Aktiengesellschaft FI Trims Stake in Republic Services, Inc. (NYSE:RSG) - Slater Sentinel - Mon Jan 20 13:27:47 UTC 2020
The pros and cons of robo-advisers, according to a financial planner - Business Insider Nordic - Sat Dec 28 08:00:00 UTC 2019
A 'false narrative'? Banks strike back against claims of fintech advantage - American Banker - Fri Dec 06 08:00:00 UTC 2019
CHICAGO TRUST Co NA Has $806,000 Stock Position in Schlumberger Limited. (NYSE:SLB) - Riverton Roll - Mon Jan 20 21:33:50 UTC 2020
Robo-Advisors 2019: Still Waiting for the Revolution - Investopedia - Tue Sep 24 07:00:00 UTC 2019
Wealthfront's Assets Have Almost Doubled This Year - ThinkAdvisor - Wed Sep 11 07:00:00 UTC 2019
Wealthfront robo advisor offers free financial planning - Financial Planning - Wed Dec 05 08:00:00 UTC 2018
Clear Street Markets LLC Invests $314,000 in Truist Financial Corporation (NYSE:TFC) - Riverton Roll - Mon Jan 20 17:08:05 UTC 2020
Wealthfront Reaches $20 Billion in Assets Under Management - Cheddar - Wed Sep 11 07:00:00 UTC 2019
Wealthfront Robo Investing Performance Review 2019 - Business Insider - Tue Feb 12 08:00:00 UTC 2019
Wealthfront Review 2020: Pros, Cons and How It Compares - NerdWallet - Tue Aug 13 19:00:59 UTC 2019
Best Robo Advisors Based on Portfolio Performance - Barron's - Fri Jul 26 07:00:00 UTC 2019
Should You Open a Cash Management Account Where You Invest? - NerdWallet - Tue Jan 07 08:00:00 UTC 2020
Savings and wealth management are converging. Is the fear of advice commoditization dead? - Financial Planning - Wed Jun 19 07:00:00 UTC 2019
Wealthfront ups the ante on simple savings accounts - ConsumerAffairs - Thu Jun 06 07:00:00 UTC 2019
Robo-Advisors: All You Need to Know - Motley Fool - Tue Aug 13 07:00:00 UTC 2019
Wealthfront Robo Advisor Review 2020: Pros, Cons & More - Benzinga - Wed Nov 14 08:00:00 UTC 2018
This Is How Much Wealthfront Wants Your Deposits - Barron's - Wed May 29 07:00:00 UTC 2019
Make 20X More On Your Savings Accounts. Worth The Risk? - Forbes - Tue May 14 07:00:00 UTC 2019
Fintech Investment: Market 2020 Will Generate New Growth Opportunities in The Upcoming Year to Expand its Size in Overseas Market 2024 – Dagoretti News - Dagoretti News - Mon Jan 20 09:50:57 UTC 2020
Be Careful With Savings Products from Credit Karma, Wealthfront, Betterment and SoFi - November 20, 2019 - BestCashCow - Wed Nov 20 08:00:00 UTC 2019
Robo advisors are paying bloggers with affiliate marketing - Financial Planning - Wed Aug 14 07:00:00 UTC 2019
Gradient Investments LLC Makes New Investment in Vanguard Extended Market ETF (NYSEARCA:VXF) - Slater Sentinel - Sun Jan 19 11:46:16 UTC 2020
Robo Adviser Wealthfront Makes Automated Financial Planning Free - Wall Street Journal - Tue Dec 04 08:00:00 UTC 2018
Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) Position Boosted by Lake Street Financial LLC - Riverton Roll - Mon Jan 20 14:29:10 UTC 2020
Wealthfront raises $75 million to help millennials invest - TechCrunch - Thu Jan 04 08:00:00 UTC 2018
The banking tech trends that will dominate 2020 - American Banker - Tue Jan 07 08:00:00 UTC 2020
Wealthfront to Provide Free Financial Planning - Barron's - Thu Oct 25 07:00:00 UTC 2018
Wealthfront Review 2020 - How it Compares to Other Robo Advisors? - The Dough Roller - Sun Sep 03 16:42:17 UTC 2017

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