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.

Mobile App

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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

UBS steps up U.S. push with $1.4 bln Wealthfront purchase - Reuters - Wed Jan 26 21:41:00 UTC 2022
UBS to buy Wealthfront for $1.4bn | Citywire - Citywire USA - Wed Jan 26 17:39:19 UTC 2022
Wealthfront vs. Robinhood: Which Broker Is Right for You? | The Ascent by The Motley Fool - Motley Fool - Mon Jan 24 23:41:15 UTC 2022
UBS to buy Wealthfront for $1.4bn - Citywire - Citywire Americas - Wed Jan 26 17:37:17 UTC 2022
UPDATE 1-UBS buys Wealthfront in $1.4 bln deal to widen U.S. reach - Reuters.com - Wed Jan 26 17:38:00 UTC 2022
UBS to buy WealthfrontUBS to buy Wealthfront - Wealth Adviser - Thu Jan 27 09:04:34 UTC 2022
UBS to acquire robo advisor Wealthfront for $1.4 billion - Finextra - Thu Jan 27 10:55:40 UTC 2022
UBS Targets Affluent Young Investors in $1.4B Wealthfront Deal - Financial Advisor IQ - Thu Jan 27 14:16:20 UTC 2022
UBS steps into 'Gen Z' push with $1.4 bln Wealthfront buy - Regina Leader-Post - Thu Jan 27 10:50:42 UTC 2022
UBS steps into 'Gen Z' push with $1.4 billion Wealthfront buy - SaltWire Network - Thu Jan 27 13:29:59 UTC 2022
Wealthfront Advisers LLC Buys iShares Core MSCI Emerging Markets ETF, SPDR Nuveen Bloomberg ... - Yahoo Finance - Fri Jan 21 14:38:34 UTC 2022
UBS to acquire VC-backed Wealthfront - PitchBook News & Analysis - Thu Jan 27 09:13:17 UTC 2022
TechCrunch+ roundup: 2021 edtech report, UBS-Wealthfront deal, falling startup revenue - Yahoo! Voices - Fri Jan 28 21:30:03 UTC 2022
UBS Agrees to Buy Robo-Adviser Wealthfront for $1.4 Billion - swissinfo.ch - Wed Jan 26 19:00:23 UTC 2022
Wealthfront Exploring Sale at $1.5 Billion Value - Bloomberg - Tue Nov 16 08:00:00 UTC 2021
Robo-advisors are growing in popularity. Can they really replace a human financial advisor? - CNBC - Sun Jan 16 08:00:00 UTC 2022
Tax-loss harvesting can help lower your tax bill: Here's what to know - CNBC - Wed Jan 26 19:25:49 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
Hacking Financial Investment: Key Tools For Entrepreneurs - Forbes - Thu Dec 30 08:00:00 UTC 2021
Wells Fargo Intuitive Investor Review – Forbes Advisor - Forbes - Fri Jan 28 15:27:10 UTC 2022
Invest for your future and your kid's college with this robo-advisor - CNBC - Tue Nov 02 07:00:00 UTC 2021
UBS Waits for Ralph Hamers to Take a Big Step - finews.com - Fri Jan 28 05:26:44 UTC 2022
UBS Acquires U.S. Digital Wealth Platform for Affluent Segment - Retail News Asia - Thu Jan 27 04:55:06 UTC 2022
UBS Steps Up U.S. Push with $1.4 Bln Wealthfront Purchase - Latest Tweet by Reuters - LatestLY - Thu Jan 27 00:16:42 UTC 2022
Wealthfront Review 2022 - Bankrate.com - Thu Mar 25 02:19:41 UTC 2021
Moneyfarm would lose customer focus if swallowed by finance giant, says CEO - AltFi - Fri Jan 28 05:40:21 UTC 2022
Wealthfront Cash Management Account Review – Forbes Advisor - Forbes - Tue Nov 16 08:00:00 UTC 2021
EUROPEAN MIDDAY BRIEFING - Stocks Mixed as Fed -2- - Morningstar.com - Thu Jan 27 11:54:00 UTC 2022
Robo-advisory Market 2022 Growth Trends, Analysis By Future Demand – Voya Financial, Wealthfront Corporation, Ally, Nutmeg Saving and Investment Limited, Ally, TD Ameritrade, etc – Construction News Portal - Construction News Portal - Fri Jan 28 12:22:14 UTC 2022
The best apps and services to keep your New Year’s goals on track in 2022 - 9to5Mac - Sat Jan 01 08:00:00 UTC 2022
Wealthfront Review: How It Works, Pros & Cons - Clark.com - Clark Howard - Thu Mar 25 07:00:00 UTC 2021
Axos Invest Managed Portfolios Review 2022 – Forbes Advisor - Forbes - Fri Jan 07 08:00:00 UTC 2022
Wealthfront Adds Crypto With Addition of Bitcoin, Ethereum Trusts - Wealth Management - Fri Jul 30 07:00:00 UTC 2021
Wealthfront Opens Its Investment Platform To Enable More Investment Choices For Clients - PRNewswire - Wed Apr 28 07:00:00 UTC 2021
Wealthfront Gives Investors More Choice in Funds, Hints at Crypto - Wealth Management - Wed Apr 28 07:00:00 UTC 2021
EMEA Morning Briefing: Fed Rate Path Fears to Hit -2- - Morningstar.com - Thu Jan 27 05:45:00 UTC 2022
Wealthfront cedes to four years of investors clamoring for crypto by taking on expensive third-party vendor that Betterment rules out - RIABiz - Sat Aug 14 07:00:00 UTC 2021
Wealthfront Review: How It Works, Pros & Cons - Atlanta Journal Constitution - Thu Mar 25 07:00:00 UTC 2021
Wealthfront Review 2022 – Forbes Advisor - Forbes - Tue Jan 04 08:00:00 UTC 2022
Taking on Schwab, Robinhood and Wealthfront, VCs keep throwing cash -- now $153 million -- at M1 Finance that it doesn't need to burn - RIABiz - Sat Mar 13 08:00:00 UTC 2021
Wealthfront introduces cryptocurrency in its portfolio - IBS Intelligence - Mon Aug 02 07:00:00 UTC 2021
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
Betterment Vs. Wealthfront: Which Is Best For You? - Bankrate.com - Thu Apr 08 07:00:00 UTC 2021
How much money 45-year-olds should invest each month to become a millionaire by age 65 - CNBC - Mon Jan 10 08:00:00 UTC 2022
Ameriprise total assets hit record $1.4 trillion in Q4 - InvestmentNews - Thu Jan 27 18:11:12 UTC 2022
Wealthfront Speeds Up Money Movement from the Wealthfront Cash Account - PRNewswire - Tue Feb 16 08:00:00 UTC 2021
Wealthfront vs. Robinhood: Which Is Best? - Yahoo Finance - Fri Apr 09 07:00:00 UTC 2021
Betterment vs. Wealthfront: Which Robo-Advisor Is Best for You? - Atlanta Journal Constitution - Thu Apr 01 07:00:00 UTC 2021
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
Wealthfront Adds Additional Automation to Make Money Movement Effortless - PRNewswire - Thu Feb 04 08:00:00 UTC 2021
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
Wealthfront Adds Marketing Powerhouse Jaleh Bisharat to Board of Directors - PRNewswire - Wed May 12 07:00:00 UTC 2021
A robo-advisor can invest on your behalf — here's how they work - CNBC - Wed Sep 01 07:00:00 UTC 2021
Five tech trends in wealth management for 2022 - Raconteur - Mon Jan 03 08:00:00 UTC 2022
Wealthfront Review 2022: Pros, Cons and How It Compares - NerdWallet - Tue Aug 13 19:00:59 UTC 2019
Wealthfront Automates Savings For Users - Forbes - Wed Sep 02 07:00:00 UTC 2020
UK InsurTech Laka Nets $12M for eMobility Solution - pymnts.com - Wed Jan 26 21:11:52 UTC 2022
Wealthfront Launches First Self-Driving Money™ Service - PRNewswire - Wed Sep 02 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 ste - RIABiz - Fri Jul 03 07:00:00 UTC 2020
SEC clobbers Wealthfront on multiple alleged offenses; settles case with 'cease and desist' order, $250000 fine - RIABiz - Fri Dec 21 08:00:00 UTC 2018
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: Save and Invest by Wealthfront - AppAdvice - Fri Jun 21 07:00:00 UTC 2019
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 Co-Founder Dismisses Digital-Plus-Human Advice - Wealth Management - Wed Nov 18 08:00:00 UTC 2020
The investment manager of the future - TechCrunch - Tue Dec 21 08:00:00 UTC 2021
Wealthfront Cash Review: Online Cash Management Account - NerdWallet - Fri Sep 18 15:54:14 UTC 2020
Top Robo-Advisors: 10 Robos With The Most Assets Under Management - Forbes - Mon Sep 27 07:00:00 UTC 2021
2021's top robo-advisor portfolio has lagged in the long run - Citywire USA - Thu Nov 18 08:00:00 UTC 2021
Wealthfront bets on 'self-driving money,' following Netflix's playbook — not Wall Street's - CNBC - Sat Mar 30 07:00:00 UTC 2019
Wealthfront vs. Charles Schwab Intelligent Portfolios: Which Is Best for You? - Investopedia - Thu Sep 19 01:28:13 UTC 2019
Robo-adviser Wealthfront now holds $20 billion in client assets - Business Insider - Mon Sep 09 07:00:00 UTC 2019
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: A Digital Solution In The Battle For Millennial Deposits - The Financial Brand - Wed Sep 09 07:00:00 UTC 2020
Why You Should Be Wary of Financial Robo-Advisors - WIRED - Tue Mar 20 07:00:00 UTC 2018
Wealthfront vs. TD Ameritrade Essential Portfolios: Which Is Best for You? - Investopedia - Thu Sep 19 01:27:52 UTC 2019
Wealthfront Robo Investing Performance Review 2021 - Business Insider - Tue Aug 24 07:00:00 UTC 2021
Betterment vs. Wealthfront: Which Is Right for You? - NerdWallet - Tue Oct 26 07:00:00 UTC 2021
Wealthfront vs. Vanguard: Which Is Right for You? - NerdWallet - Thu Dec 09 08:00:00 UTC 2021
Wealthfront's high-yield cash account can help savings grow - Business Insider - Tue Aug 27 07:00:00 UTC 2019
Wealthfront vs. E*TRADE Core Portfolios: Which Is Right for You? - Investopedia - Wed Sep 25 22:17:28 UTC 2019
Albert Cash and Savings Review: Cash-Back Rewards, Early Direct Deposit - Business Insider - Sat Sep 18 07:00:00 UTC 2021
Wealthfront to offer free financial planning to all via app - Citywire USA - Tue Dec 04 08:00:00 UTC 2018
Wealthfront Wants to Be Known as 'Nextgen Banking Service' - Wealth Management - Wed Sep 02 07:00:00 UTC 2020
Why My Support for Robo-Advisors Is Waning - Barron's - Thu Jun 10 07:00:00 UTC 2021
Wealthfront Cash Account Adds Checking Features - Business Insider - Mon Jun 29 07:00:00 UTC 2020
12 Investing Apps to Help You Start Making Major Money Moves - POPSUGAR - Mon Jan 10 08:00:00 UTC 2022
The Best Robo-Advisors and How to Find the Right One for You: Barron’s 2021 Ranking - Barron's - Fri Aug 06 07:00:00 UTC 2021
Robo Adviser Wealthfront Makes Automated Financial Planning Free - Wall Street Journal - Tue Dec 04 08:00:00 UTC 2018
Betterment vs Wealthfront: Which robo-advisor is right for you? - Business Insider - Mon Aug 23 07:00:00 UTC 2021
Douugh, a fintech budgeting app, launches a new robo-advisor feature - CNBC - Mon Aug 30 07:00:00 UTC 2021
How I use Wealthfront to track my wealth and plan for the future - Business Insider - Tue Dec 03 08:00:00 UTC 2019
Wealthfront Drops: Drop 2 Pays You $20 for Receiving a Direct Deposit - Business Insider - Wed Aug 19 07:00:00 UTC 2020
Wealthfront raises $75 million to help millennials invest - TechCrunch - Thu Jan 04 08:00:00 UTC 2018
Wealthfront's New Autopilot Service More Competitive With Banks Than Advisors - ThinkAdvisor - Wed Sep 02 07:00:00 UTC 2020
Here's how much money 25-year-olds need to invest every month to become a millionaire - CNBC - Mon Nov 22 08:00:00 UTC 2021
Robo Advisors An Evolving Field - ETF.com - Fri Oct 01 07:00:00 UTC 2021
What is Wealthfront Financial? - groovyPost - Sun Mar 07 08:00:00 UTC 2021
From Betterment to Wealthfront, why use robo-advisors? - Business Insider - Wed Mar 13 07:00:00 UTC 2019
Wealthfront Gamifies Bills to Draw Cash Account Users - WealthManagement.com - Mon Aug 03 07:00:00 UTC 2020
Wealthfront boosts cash account APY to 2.57%, a top nationwide rate - Bankrate.com - Wed Jun 26 07:00:00 UTC 2019

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