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

Wealthfront Speeds Up Money Movement from the Wealthfront Cash Account - PRNewswire - Tue Feb 16 08:00:00 UTC 2021
Wealthfront sets money management to self-driving mode - Business Insider - Mon Feb 08 08:00:00 UTC 2021
California based Fintech Firm Wealthfront Announces that Cash Account Investments May be Invested in Market within Minutes - Crowdfund Insider - Thu Feb 18 08:00:00 UTC 2021
Unlike Robinhood, the best investing apps don’t involve day trading - Vox.com - Wed Feb 17 08:00:00 UTC 2021
7 Best Robo-Advisors of March 2021 - Money - Mon Mar 01 17:07:57 UTC 2021
Robo-advisory software Market Drives Future Change | WiseBanyan, Wealthfront, Personal Capital, ,SigFig Wealth Management, Wealthsimple, Betterment – KSU | The Sentinel Newspaper - KSU | The Sentinel Newspaper - Wed Mar 03 07:55:00 UTC 2021
If you started day trading in 2020, you may be in for a surprise tax bill - CNBC - Thu Feb 25 08:00:00 UTC 2021
FinTech Investment Market by Top Players like Oscar, Qufenqi, Wealthfront, ZhongAn – The Bisouv Network - The Bisouv Network - Wed Mar 03 06:07:09 UTC 2021
Wealthfront Review 2020: Low Costs, Great Features - Forbes - Mon Oct 05 07:00:00 UTC 2020
Robo-advisory Market 2021 Global Outlook – Voya Financial, Wealthfront Corporation, Ally, Nutmeg Saving and Investment Limited, Ally – The Courier - The Courier - Mon Mar 01 07:52:18 UTC 2021
Goldman Sachs Launches Marcus Invest—Wealth Management for the Little Guy. - Barron's - Tue Feb 16 08:00:00 UTC 2021
Global FinTech Investment Market 2025: Oscar, Qufenqi, Wealthfront, ZhongAn, Atom Bank, Avant, Funding Circle, Klarna, Kreditech, OurCrowd, WeCash, H2 Ventures, KPMG - NeighborWebSJ - Thu Mar 04 01:58:27 UTC 2021
Fintech Investment Market 2029 | Kreditech, IFC, Klarna, CreditEase, Wealthfront, Atom Bank, H2 Ventures, Avant, Funding Circle - The Bisouv Network - Tue Mar 02 14:27:36 UTC 2021
Wealthfront's unlikely tapping of Sheila Bair and Tom Curry signals likely push to gain a bank charter, analysts say - RIABiz - Thu Dec 31 08:00:00 UTC 2020
Wealthfront Adds Additional Automation to Make Money Movement Effortless - PRNewswire - Thu Feb 04 08:00:00 UTC 2021
Robo-advisor Market Share, Forecast 2027 Statistics by Top Companies – SoFi, WiseBanyan, TD Ameritrade, Fidelity, Vanguard Personal Advisor, SigFig Wealth Management, Betterment, Wealthfront, Ellevest, Ally, Schwab Intelligent Portfolios, Charles Schwab, Wealthsimple - NeighborWebSJ - Fri Mar 05 02:55:04 UTC 2021
Global Financial Technology Market 2025: Social Finance, Stripe, YapStone, PayPal, Adyen, Lending Club, Addepar, Commonbond, Robinhood, Wealthfront – The Bisouv Network - The Bisouv Network - Wed Mar 03 02:31:35 UTC 2021
Robo-advisory software Market to Witness Exponential Growth by 2026 with Key Companies like WiseBanyan, Wealthfront, Personal Capital, SigFig Wealth Management, Wealthsimple – KSU | The Sentinel Newspaper - KSU | The Sentinel Newspaper - Thu Feb 18 08:00:00 UTC 2021
Robo-advisory Market: Current Status, In-depth Analysis and Forecast Outlook 2028 By FutureAdvisor, Personal Capital, Vanguard Personal Advisor, Wealthfront, WiseBanyan, SigFig Wealth Management - The Bisouv Network - Thu Mar 04 06:28:36 UTC 2021
Goldman Sachs' Marcus makes a splash in the robo-advisory pool - Business Insider - Thu Feb 18 08:00:00 UTC 2021
Latest innovative report on WealthTech Solutions Market by 2025 with top key players like WealthTechs Inc., Wealthfront Corporation, Aixigo AG., Valuefy, BlackRock - KSU | The Sentinel Newspaper - Thu Mar 04 15:20:38 UTC 2021
Wealthfront launches automatic savings, investment feature - Banking Dive - Thu Sep 03 07:00:00 UTC 2020
Wealthfront introduces automated savings service | Citywire - Citywire USA - Wed Sep 02 07:00:00 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
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 - Business Insider - Wed Feb 24 08:00:00 UTC 2021
Analysis | Why Fintech Battles Ahead Are About More Than Banks - Washington Post - Tue Mar 02 21:45:00 UTC 2021
Wealthfront calls out M1 Finance for alleged pretexting, but some experts see its damnation as faint praise for a growing competitor - RIABiz - Wed Jan 20 08:00:00 UTC 2021
Podcast 260: Andy Rachleff of Wealthfront - Lend Academy - Fri Aug 14 07:00:00 UTC 2020
Impact of COVID-19 on FinTech Investment Market by 2027 |Oscar, Qufenqi, Wealthfront, ZhongAn – NeighborWebSJ - NeighborWebSJ - Thu Mar 04 16:41:53 UTC 2021
Wealthfront names former banking regulators Sheila Bair and Thomas Curry to fintech's advisory group - CNBC - Tue Dec 08 08:00:00 UTC 2020
Wealthfront Goes Beyond Robo As It Expands Banking Capabilities - Financial Advisor Magazine - Tue Jun 30 07:00:00 UTC 2020
Wealthfront 2021 Review: Is It the Top Robo Advisor? | The Ascent by Motley Fool - Motley Fool - Wed Mar 11 02:37:06 UTC 2020
Robo-advisor Market Checkout the Unexpected Future 2025 | Key Players: Betterment, FutureAdvisor, Personal Capital, Vanguard Personal Advisor, Wealthfront, WiseBanyan - NeighborWebSJ - Tue Feb 23 06:37:50 UTC 2021
Why This Blockchain Company is Being Considered the Wealthfront for Crypto - Influencive - Tue Oct 06 07:00:00 UTC 2020
Former banking regulators Bair, Curry join Wealthfront's new advisory group - Banking Dive - Wed Dec 09 08:00:00 UTC 2020
Wealthfront Adds Debit Card And Checking Features To Its Cash Account - PRNewswire - Mon Jun 29 07:00:00 UTC 2020
Wealthfront Starts Adding Checking Account Features - Barron's - Thu Jun 04 07:00:00 UTC 2020
Titan nabs $12.5M for ‘next generation’ investment management - TechCrunch - Tue Feb 16 08:00:00 UTC 2021
Wealthfront Drops: Drop 1 reimburses up to $100,000 in bill payments - Business Insider - Tue Aug 04 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 Review (investopedia.com) - Investopedia - Fri Jan 29 08:00:00 UTC 2021
Wealthfront vs. Vanguard: Which Is Best for You? - Yahoo Finance - Tue Dec 29 08:00:00 UTC 2020
Jakub Jurek Joins Varo Bank as Chief Data Officer - StreetInsider.com - Wed Feb 10 12:44:07 UTC 2021
AI And Automation In Banking Market Analysis and Research | ComplyAdvantage, Feedzai, Finn AI, Kasisto, Kount, Lemonade, NetGuardians, Onfido, Personetics, Scalable Capital, UiPath, Upstart, Wealthfront, Zest AI – KSU | The Sentinel Newspaper - KSU | The Sentinel Newspaper - Fri Feb 26 08:00:00 UTC 2021
The New Investor's Survival Guide: How to Make Money (and Stay Sane!) in Today's Wild Markets - Money - Mon Feb 22 08:00:00 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
What is Wealthfront Financial? - groovyPost - Fri Jun 12 07:00:00 UTC 2020
Low Federal interest rates impacting robo advisors - Financial Planning - Wed Dec 23 08:00:00 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
Wealthfront Cash Account adds checking features - Business Insider - Business Insider - Mon Jun 29 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
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
Automated Investing Investopedia 2020 Best Robo-Advisors Awards - Investopedia - Mon Oct 05 07:00:00 UTC 2020
Fintech Technologies Market Growth Opportunities, Geographical Segmentation, By Top Companies – Morningstar, SoFi, YapStone, Avant, Adyen, Circle, Commonbond, Tala, BillGuard, Braintree, Stripe, Lending Club, Robinhood, Wealthfront, TransferWise, Kabbage, Enfusion, PitchBook, Addepar – The Bisouv Network - The Bisouv Network - Tue Mar 02 04:33:47 UTC 2021
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
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
What is a robo-advisor? How Wealthfront, Betterment and others manage your money - CNET - Wed Aug 05 07:00:00 UTC 2020
Wealthfront's Chris Hutchins on checking accounts and self-driving money – Tearsheet - Tearsheet - Fri Jul 10 11:46:09 UTC 2020
Robo-adviser Wealthfront now holds $20 billion in client assets - Business Insider - Mon Sep 09 07:00:00 UTC 2019
Wealthfront Named One Of NerdWallet's 2020 "Best-Of" Award Winners - PRNewswire - Wed Jan 15 08:00:00 UTC 2020
Goldman Sachs adds 'vanilla' robo as Marcus bank topping and -- behold -- a warning shot for taking on Robinhood for retail trades - RIABiz - Thu Feb 18 08:00:00 UTC 2021
Wealthfront Review 2021: Pros, Cons and How It Compares - NerdWallet - Thu Mar 04 08:00:00 UTC 2021
Automated Investing Stash vs Wealthfront: Which Is Best for You? - Investopedia - Fri Nov 22 01:49:16 UTC 2019
Wealthfront vs. E*TRADE Core Portfolios: Which Is Right for You? - Investopedia - Wed Sep 25 22:17:28 UTC 2019
Wealthfront vs. Vanguard Personal Advisor Services: Which Is Best for You? - Investopedia - Wed Sep 18 22:38:46 UTC 2019
The Grove Team Joins Wealthfront To Accelerate Self-Driving Money™ - PRNewswire - Thu Aug 22 07:00:00 UTC 2019
Robo Advisors 2020: There's Work To Be Done Pushing Investors Towards Balance - Investopedia - Tue Oct 13 07:00:00 UTC 2020
FinTech Market Drivers, Growing Demand by Key Developers – Avant, Qufenqi, Funding Circle, ZhongAn, CreditEase, IFC, Wealthfront, Oscar, Atom Bank, H2 Ventures, KPMG, WeCash, OurCrowd, Klarna, Kreditech - South Florida Theater Review - Mon Mar 01 03:45:15 UTC 2021
High-yield cash management accounts are cutting their interest rates—here are your best options - CNBC - Wed Mar 11 07:00:00 UTC 2020
Former Wealthfront CEO Adam Nash Is Reportedly Planning to Launch Consumer Fintech Startup - Crowdfund Insider - Wed Dec 02 08:00:00 UTC 2020
11 Best Robo-Advisors for 2021 - Modest Money - Thu Nov 26 01:46:30 UTC 2020
Knocking down a 'wall,' Betterment will make RIA custody its 'biggest business' as Schwab/TDA merger opens door and robo-advice glut deepens - RIABiz - Tue Feb 16 08:00:00 UTC 2021
Automated Investing M1 Finance vs Wealthfront: Which Is Right for You? - Investopedia - Fri Nov 15 17:42:51 UTC 2019
Wealthfront vs. Charles Schwab Intelligent Portfolios: Which Is Best for You? - Investopedia - Thu Sep 19 01:28:13 UTC 2019
Wealthfront Cash Review: Online Cash Management Account - NerdWallet - Fri Sep 18 15:54:14 UTC 2020
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
Automated Investing Betterment vs. Wealthfront: Which is Best for You? - Investopedia - Tue Feb 26 20:23:06 UTC 2019
Best robo-advisors for March 2021 - CNET - Tue Feb 23 08:00:00 UTC 2021
Wealthfront Robo Investing Performance Review 2019 - Business Insider - Tue Feb 12 08:00:00 UTC 2019
The Best Robo-Advisors for 2020, According to Barron’s Exclusive Ranking - Barron's - Fri Jul 31 07:00:00 UTC 2020
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Top ETFs from the 5 Best Robo-Advisors - Should You Invest? - InvestorPlace - Wed Dec 02 08:00:00 UTC 2020
Automated Investing Wealthfront vs. TD Ameritrade Essential Portfolios: Which Is Best for You? - Investopedia - Thu Sep 19 01:27:52 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
Wealthfront and Betterment are battling it out, and it's great news for savers - Business Insider - Wed Jan 15 08:00:00 UTC 2020
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
Betterment vs. Wealthfront: Which Is Better? - TheStreet.com - Tue Feb 11 08:00:00 UTC 2020
8 Best Robo-Advisors in 2021 - Clark.com - Clark Howard - Fri Jan 08 08:00:00 UTC 2021
How Much Should You Pay a Financial Advisor? - Money - Wed Mar 03 17:26:12 UTC 2021
Fintech Investment Market: 3 Bold Projections for 2021 | Kreditech, CreditEase, Oscar – NeighborWebSJ - NeighborWebSJ - Sat Mar 06 07:00:54 UTC 2021
Robo adviser lays out ambitious banking plan - American Banker - Thu Dec 05 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
Wealthfront Review 2021 - How it Compares to Other Robo Advisors? - The Dough Roller - Sun Sep 03 16:42:17 UTC 2017
Wealthfront tempts traditional bank customers with 2.24% interest on cash accounts - MarketWatch - Thu Feb 14 08:00:00 UTC 2019
Wealthfront adds banking services - Financial Planning - Mon Jun 03 07:00:00 UTC 2019
Robo Advisors Industry Expected to Reach Nearly $1 Trillion Valuation this Year: Report - Crowdfund Insider - Wed Jun 10 07:00:00 UTC 2020
Wealthfront raises $75 million to help millennials invest - TechCrunch - Thu Jan 04 08:00:00 UTC 2018
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
Personal Finance Professional Explains how 401(k) Plans, Robo-Advisors, Investment Apps can Help Grow Our Wealth - Crowdfund Insider - Mon Feb 01 08:00:00 UTC 2021

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