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

BAS 2020: Wealthfront eyes faster money movement, integrations for Autopilot - bankinnovation.net - Tue Nov 17 22:14:25 UTC 2020
Top ETFs from the 5 Best Robo-Advisors - Should You Invest? - InvestorPlace - Tue Dec 01 17:05:35 UTC 2020
Longtime investor and operator Adam Nash says he just launched a new fintech startup - TechCrunch - Wed Dec 02 00:35:28 UTC 2020
M1 Finance Adds Feature to Link Client Accounts - ThinkAdvisor - Tue Dec 01 21:11:07 UTC 2020
11 Best Robo-Advisors for 2020 - Modest Money - Thu Nov 26 01:46:30 UTC 2020
Robinhood Cash Management review: hybrid checking/savings, low fees - Business Insider - Fri Nov 27 12:34:46 UTC 2020
Global Robo-Advice Market Expected to Reach Highest CAGR By 2026: Wealthfront, Betterment Holdings, Charles Schwab, Bambu, Hedgeable etc. - The Haitian-Caribbean News Network - Mon Nov 30 08:21:27 UTC 2020
Wealthfront Review 2020: Low Costs, Great Features - Forbes - Mon Oct 05 07:00:00 UTC 2020
One review: hybrid checking/savings account, high savings APY - Business Insider - Sat Nov 07 08:00:00 UTC 2020
Attention Robinhood power users: Most day traders lose money - CNBC - Fri Nov 20 08:00:00 UTC 2020
Robo-advisor Market Outlook 2020 Witnessing Enormous Growth with Recent Trends & Demand |Ellevest, TD Ameritrade, Ally, SigFig Wealth Management, WiseBanyan, Betterment, SoFi, and More… - The Courier - Tue Dec 01 16:33:00 UTC 2020
Wealthfront Launches First Self-Driving Money™ Service - PRNewswire - Wed Sep 02 07:00:00 UTC 2020
Robos Slightly Outperformed Human Advisors in Client Satisfaction During Crisis: Report - ThinkAdvisor - Tue Dec 01 03:29:02 UTC 2020
Wealthfront: A Digital Solution In The Battle For Millennial Deposits - The Financial Brand - Wed Sep 09 07:00:00 UTC 2020
Wealthfront Cash Account review: competitive APY, early direct deposit - Business Insider - Tue Oct 13 07:00:00 UTC 2020
Global Robo-Advice Market 2020 Share, Application, Revenue and Regional Analysis by 2025: Wealthfront, Betterment Holdings, Charles Schwab, Bambu, Hedgeable, WiseBanyan Etc. - The Market Feed - Fri Nov 27 02:36:30 UTC 2020
Wealthfront Review (2020 Update): Is It a Top Robo Advisor? | The Ascent by Motley Fool - Motley Fool - Wed Mar 11 02:37:06 UTC 2020
Wealthfront takes another step to becoming a digital bank - InvestmentNews - Fri Mar 20 07:00:00 UTC 2020
Wealthfront vs. Betterment: What's the difference? - CNET - Thu Apr 16 07:00:00 UTC 2020
Wealthfront Goes Beyond Robo As It Expands Banking Capabilities - Financial Advisor Magazine - Tue Jun 30 07:00:00 UTC 2020
Money Manager Betterment Partners Dosh to Provide Cashback Offers for Checking Account Customers - Crowdfund Insider - Fri Nov 20 08:00:00 UTC 2020
Tax-Loss Harvesting: What It Is and How to Use It for Your Portfolio - KAKE - Wed Nov 25 21:58:42 UTC 2020
Wealthfront Cash Account adds checking features - Business Insider - Mon Jun 29 07:00:00 UTC 2020
Global Robo-advisor Market Expected To Reach Highest CAGR By 2026: Betterment, FutureAdvisor, Personal Capital, Vanguard Personal Advisor, Wealthfront etc. - Khabar South Asia - Wed Nov 25 04:03:18 UTC 2020
Podcast 260: Andy Rachleff of Wealthfront - Lend Academy - Fri Aug 14 07:00:00 UTC 2020
Wealthfront Named One Of NerdWallet's 2020 "Best-Of" Award Winners - PRNewswire - Wed Jan 15 08:00:00 UTC 2020
Wealthfront launches automatic savings, investment feature - Banking Dive - Thu Sep 03 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
Is Wealthfront Safe and Are the Fees Worth It? - Market Realist - Fri Jul 31 07:00:00 UTC 2020
Wealthfront Drops: Drop 2 pays you $20 for receiving a direct deposit - Business Insider - Wed Aug 19 07:00:00 UTC 2020
Wealthfront Adds Debit Card And Checking Features To Its Cash Account - PRNewswire - Mon Jun 29 07:00:00 UTC 2020
What is a robo-advisor? How Wealthfront, Betterment and others manage your money - CNET - Wed Aug 05 07:00:00 UTC 2020
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 steps up - RIABiz - Fri Jul 03 07:00:00 UTC 2020
Wealthfront Drops: Drop 1 reimburses up to $100000 in bill payments - Business Insider - Tue Aug 04 07:00:00 UTC 2020
Robo-advisory software Market Size, Share, Industry Growth by Global Opportunities, Competitive Landscape and Key Regions 2024 | Major Companies Profiles Synechron, WiseBanyan, Betterment, Wealthfront, FutureAdvisor, Morgan Stanley - The Haitian-Caribbean News Network - Mon Nov 30 09:47:13 UTC 2020
Amid pandemic, Wealthfront's risk parity fund faces rough stretch, reviving questions about the wisdom of a 'millennial' robo using something as 'Wall Street' as leverage and active management - RIABiz - Thu Apr 30 07:00:00 UTC 2020
What is Wealthfront Financial? - groovyPost - Fri Jun 12 07:00:00 UTC 2020
Why This Blockchain Company is Being Considered the Wealthfront for Crypto - Influencive - Tue Oct 06 07:00:00 UTC 2020
Investopedia 2020 Best Robo-Advisors Awards - Investopedia - Mon Oct 05 07:00:00 UTC 2020
Wealthfront eyes mortgages in latest banking land grab - Financial Planning - Wed Dec 04 08:00:00 UTC 2019
Wealthfront Starts Adding Checking Account Features - Barron's - Thu Jun 04 07:00:00 UTC 2020
Covid-19 Impact on Global Robo-advisor Market (2020-2026) | Potential growth, attractive valuation make it is a long-term investment | Top Players: Betterment, FutureAdvisor, Personal Capital, Vanguard Personal Advisor, Wealthfront, etc. | InForGrowth - The Market Feed - Sat Nov 28 23:00:32 UTC 2020
Global Investment Apps Market Expected to Reach Highest CAGR By 2026: Stash, Vault, Personal Capital, Stockpile, Wealthfront etc. - The Haitian-Caribbean News Network - Tue Dec 01 11:08:14 UTC 2020
Wealthfront Review 2020 - Investopedia - Thu Oct 29 07:00:00 UTC 2020
California based Fintech Wealthfront, which offers Robo-Advisory Services, Introduces “Self-Driving” Money - Crowdfund Insider - Fri Sep 04 07:00:00 UTC 2020
California-based Fintech Wealthfront, a Robo-Advisor, is Reportedly Inching Closer to Becoming a Digital Bank - Crowdfund Insider - Sun Mar 22 07:00:00 UTC 2020
Robo-adviser Wealthfront now holds $20 billion in client assets - Business Insider - Business Insider - Mon Sep 09 07:00:00 UTC 2019
Wealthfront Review: Key Features and Service... - Coinspeaker - Tue Aug 18 07:00:00 UTC 2020
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Robo-advisor Market Statistics and Research Analysis Released in Latest Industry Report 2020 | Coronavirus-COVID19 Impact Analysis With Top Manufacturers Analysis: Betterment, FutureAdvisor, Personal Capital, Vanguard Personal Advisor, Wealthfront, etc. | InForGrowth - The Market Feed - Thu Nov 26 02:25:33 UTC 2020
Latest News 2020: Robo-advisor Market by Coronavirus-COVID19 Impact Analysis With Top Manufacturers Analysis | Top Players: Betterment, FutureAdvisor, Personal Capital, Vanguard Personal Advisor, Wealthfront, etc. | InForGrowth - Canaan Mountain Herald - Mon Nov 30 01:15:12 UTC 2020
Wealthfront CEO Andy Rachleff discusses banking - Financial Planning - Thu Dec 05 08:00:00 UTC 2019
The best robo-advisors of November 2020 - CNET - Tue Oct 27 07:00:00 UTC 2020
California based Fintech Wealthfront, a Robo-Advisor that was Focused on Becoming a Digital Bank, Introduces Checking Account Features for its Cash Accounts - Crowdfund Insider - Fri Jun 05 07:00:00 UTC 2020
Impact of Covid 19 On Fintech Investment Market 2020 Industry Challenges Business Overview And Forecast Research Study 2026 - Murphy's Hockey Law - Tue Dec 01 06:19:00 UTC 2020
Join Extra Crunch Live today for a fintech extravaganza with Wealthfront’s Andy Rachleff at 1 pm EDT/10 am PDT - TechCrunch - Tue Aug 11 07:00:00 UTC 2020
High-yield cash management accounts are cutting their interest rates—here are your best options - CNBC - Wed Mar 11 07:00:00 UTC 2020
Stash vs Wealthfront: Which Is Best for You? - Investopedia - Fri Nov 22 01:49:16 UTC 2019
Global Personal Finance App Market Top Players Analysis by 2026: Intuit, Personal Capital, Lampo Licensing, Wally Yachts, Acorns Grow, etc. - Murphy's Hockey Law - Tue Dec 01 07:29:46 UTC 2020
Wealthfront acquires financial planning fintech Grove - Financial Planning - Thu Aug 22 07:00:00 UTC 2019
Financial Technology Market In-Depth Analysis including key players Social Finance, Stripe, YapStone - Khabar South Asia - Fri Nov 27 11:18:08 UTC 2020
Wealthfront vs. Vanguard Personal Advisor Services: Which Is Best for You? - Investopedia - Wed Sep 18 22:38:46 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 - Fri Apr 26 07:00:00 UTC 2019
How I use Wealthfront to track my wealth and plan for the future - Business Insider - Business Insider - Tue Dec 03 08:00:00 UTC 2019
Wealthfront's Chris Hutchins on checking accounts and self-driving money - Tearsheet - Fri Jul 10 11:46:09 UTC 2020
Recent Development in Robo advisor Market: Growth Analysis and Upcoming Business Opportunities with Forecast 2026 - Murphy's Hockey Law - Tue Dec 01 12:28:10 UTC 2020
M1 Finance vs Wealthfront: Which Is Right for You? - Investopedia - Fri Nov 15 17:42:51 UTC 2019
Wealthfront adds banking services - Financial Planning - Mon Jun 03 07:00:00 UTC 2019
The Best Robo-Advisors for 2020, According to Barron’s Exclusive Ranking - Barron's - Fri Jul 31 07:00:00 UTC 2020
Robo-Advisors Pass Their 1st Big Test - PRNewswire - Tue Nov 24 15:34:00 UTC 2020
Wealthfront Robo Investing Performance Review 2019 - Business Insider - Tue Feb 12 08:00:00 UTC 2019
Wealthfront vs. Charles Schwab Intelligent Portfolios: Which Is Best for You? - Investopedia - Thu Sep 19 01:28:13 UTC 2019
Wealthfront Review 2020: Pros, Cons and How It Compares - NerdWallet - Tue Aug 13 19:00:59 UTC 2019
'If we can't automate it, we don't build it': Wealthfront's Andy Rachleff on 'self-driving m - bankinnovation.net - Fri Dec 27 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 - Sat Oct 19 07:00:00 UTC 2019
Wealthfront vs. E*TRADE Core Portfolios: Which Is Right for You? - Investopedia - Wed Sep 25 22:17:28 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
Global Personal Finance App Market 2020 Scope of the Report, Challenges and Trends, Key Regions and Key Players Analysis by 2025 - The Courier - Mon Nov 30 14:37:00 UTC 2020
Andy Rachleff explains why the robo-advisor is betting on millennial investors - The Block Crypto - Tue Dec 03 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
Financial Technology Market – Major Technology Giants in Buzz Again | Social Finance, Stripe, YapStone - The Market Feed - Thu Nov 26 06:07:09 UTC 2020
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 - Sun Sep 15 07:00:00 UTC 2019
Financial Technology Market To Witness Huge Growth By 2027 | Social Finance, Stripe, YapStone, PayPal, Adyen, Lending Club, Addepar, Commonbond, Robinhood, Wealthfront - The Haitian-Caribbean News Network - Wed Nov 25 07:45:33 UTC 2020
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
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Robo Advisers Keep Adding On Services - The Wall Street Journal - Sun Mar 08 08:00:00 UTC 2020
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Wealthfront raises $75 million to help millennials invest - TechCrunch - Thu Jan 04 08:00:00 UTC 2018
How Wealthfront's high-yield savings account works - Business Insider - Business Insider - Wed Nov 11 08:00:00 UTC 2020
Wealthfront now offering FDIC insured cash accounts - Financial Planning - Thu Feb 14 08:00:00 UTC 2019
Don't Be Fooled By Absolute Returns - Seeking Alpha - Tue Oct 13 07:00:00 UTC 2020
Research Report on Robo Advisory Market by Current Industry Status, Growth Opportunities, Top Key Players, and Forecast to 2025 - Murphy's Hockey Law - Tue Dec 01 13:47:32 UTC 2020
Wealthfront Cash Review: Online Cash Management Account - NerdWallet - Fri Sep 18 15:54:14 UTC 2020
Navigating the 'convergence' of product streams: Conclusions from the Tearsheet Challengers Conference - Tearsheet - Wed Oct 14 07:00:00 UTC 2020
Wealthfront vs. TD Ameritrade Essential Portfolios: Which Is Best for You? - Investopedia - Thu Sep 19 01:27:52 UTC 2019
Millennial investors in this state have the highest liquid net worth: survey - CNBC - Wed Dec 11 08:00:00 UTC 2019
Global Robo Advisory Market comprehensive analysis 2020- 2027: Outlook by Trends, Potential opportunities, gro - openPR - Wed Nov 25 20:02:00 UTC 2020
Wealthfront Review 2020 - How it Compares to Other Robo Advisors? - The Dough Roller - Mon Oct 26 07:00:00 UTC 2020
Wealthfront's high-yield cash account can help savings grow - Business Insider - Business Insider - Tue Aug 27 07:00:00 UTC 2019

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