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

Get Started

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: A Digital Solution In The Battle For Millennial Deposits - The Financial Brand - Wed Sep 09 07:00:00 UTC 2020
Wealthfront’s New Autopilot Service More Competitive With Banks Than Advisors - ThinkAdvisor - Wed Sep 02 07:00:00 UTC 2020
Wealthfront launches automatic savings, investment feature - Banking Dive - Thu Sep 03 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
The best robo-advisors of September 2020 - CNET - Mon Sep 21 15:16:00 UTC 2020
What is a robo-advisor? Definition, examples, and how to choose - Business Insider - Business Insider - Wed Sep 16 00:19:18 UTC 2020
Eight percent of US households invest in robo-advisors - Business Insider - Thu Sep 10 09:26:27 UTC 2020
Review: Wealthfront | The Ascent - Motley Fool - Wed Mar 11 02:37:06 UTC 2020
Wealthfront Cash Account adds checking features - Business Insider - Mon Jun 29 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
Wealthtech Weekly For 08/25/2020 - Financial Advisor Magazine - Mon Aug 24 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
The Wealthfront Cash Account is a hybrid savings and checking account that lets you get your paycheck up to 2 days early - Business Insider - Mon Jun 29 07:00:00 UTC 2020
Fintech Investment Market MAY SEE A BIG MOVE | ZhongAn (China), Oscar, Wealth front, Quefangi, Funding Circle, Kreditech - Reported Times - Fri Sep 11 08:48:00 UTC 2020
How to Invest in the S&P 500 - Martinsville Bulletin - Mon Sep 21 20:25:00 UTC 2020
Wealthfront Drops: Drop 1 reimburses up to $100000 in bill payments - Business Insider - Tue Aug 04 07:00:00 UTC 2020
FinTech Investment Market to Witness Huge Growth by 2026 | Oscar, Qufenqi, Wealthfront, etc. - thedailychronicle.in - Fri Sep 11 14:46:26 UTC 2020
Is Wealthfront Safe and Are the Fees Worth It? - Market Realist - Fri Jul 31 07:00:00 UTC 2020
DeFi yield farming aggregator APY.Finance raises $3.6 million - Yahoo Eurosport UK - Mon Sep 21 14:01:00 UTC 2020
Podcast 260: Andy Rachleff of Wealthfront - Lend Academy - Fri Aug 14 07:00:00 UTC 2020
Wealthfront vs. Betterment: What's the difference? - CNET - Thu Apr 16 07:00:00 UTC 2020
Wealthfront takes final step toward automated advice — direct deposits - InvestmentNews - Thu Jun 04 07:00:00 UTC 2020
7 reasons robo-advisers are the best way to save for retirement - Business Insider - Tue Aug 25 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
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 Drops: Drop 2 pays you $20 for receiving a direct deposit - Business Insider - Wed Aug 19 07:00:00 UTC 2020
Financial Data Aggregator Market Revenue Analysis Report with Future Business Scope and New Investment Plans for the Next Five Years| Quovo, Plaid, Envestnet / Yodlee, CashEdge, Finicity, MX, Betterment, Wealthfront, SoFi - Kewaskum Statesman News Journal - Tue Sep 15 11:39:16 UTC 2020
Robo-advisory software Market Forthcoming Trends, Forecast Research 2015-2027, Leading Players - SoFi Wealth, Personal Capital, FutureAdvisor, Wealthfront, Schwab Intelligent Portfolios, Vanguard Personal Advisor, Betterment, SigFig Wealth Management, Ellevest, Wealthsimple, WiseBanyan - The Market Records - Tue Sep 22 04:59:06 UTC 2020
Wealthfront Adds Debit Card And Checking Features To Its Cash Account - PRNewswire - Mon Jun 29 07:00:00 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
Wealthfront CEO Andy Rachleff discusses banking - Financial Planning - Thu Dec 05 08:00:00 UTC 2019
Wealthfront eyes mortgages in latest banking land grab - Financial Planning - Wed Dec 04 08:00:00 UTC 2019
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
What is Wealthfront Financial? - groovyPost - Fri Jun 12 07:00:00 UTC 2020
Wealthfront FinTech Rolls Out Debit Account Capability - pymnts.com - Mon Jun 29 07:00:00 UTC 2020
Fintech Market 2020 – Size and Share by Growth Opportunities, Segmentation, Regional Insights, Key Trends, Demand and Outlook by 2024 - Verdant News - Tue Sep 22 11:31:33 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
Fintech Investment Market Huge Demand & Future Scope by 2027| Keyplayers- Oscar, Qufenqi, Wealthfront, ZhongAn - The Daily Chronicle - Thu Sep 17 18:11:00 UTC 2020
Personal Finance App Market forecast to 2026| Post Impact of Worldwide COVID-19 Spread Analysis - The Daily Chronicle - Tue Sep 22 08:46:51 UTC 2020
The best online financial advisers - Business Insider - Business Insider - Wed Sep 02 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
Covid-19 Impact on Fintech Investment Market Global Trends Analysis, Top Manufacturers, Shares, Growth Opportunities, Statistics & Forecast to 2026 - The Daily Chronicle - Sun Sep 20 10:07:30 UTC 2020
Wealthfront vs. Vanguard Personal Advisor Services: Which Is Best for You? - Investopedia - Wed Sep 18 22:38:46 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
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
Robo-adviser Wealthfront now holds $20 billion in client assets - Business Insider - Business Insider - Mon Sep 09 07:00:00 UTC 2019
Wealthfront's Chris Hutchins on checking accounts and self-driving money - Tearsheet - Fri Jul 10 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
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
Indoor Optical Cable Market Growing at a CAGR %: Analysis of Prevailing Industry Opportunities and Winning Manufacturers - The Daily Chronicle - Tue Sep 22 02:51:32 UTC 2020
Betterment vs. Wealthfront: Which Is Best for You? - Yahoo Finance - Tue Dec 31 08:00:00 UTC 2019
'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
Global Personal Finance App Market 2025 Cumulative Impact of COVID-19 On Top Manufacturers: Intuit, Personal Capital, Lampo Licensing, Wally Yachts, Acorns Grow, Robinhood Financial - The Daily Chronicle - Mon Sep 21 09:21:15 UTC 2020
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 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
Wealthfront acquires financial planning fintech Grove - Financial Planning - Thu Aug 22 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 - Fri Apr 26 07:00:00 UTC 2019
Massive Expansion Of Fintech Investment Market By 2025 | Competitive Outlook By ZhongAn (China), Oscar, Wealth front, Quefangi - thedailychronicle.in - Wed Sep 09 19:41:49 UTC 2020
Wealthfront adds banking services - Financial Planning - Mon Jun 03 07:00:00 UTC 2019
Chiding [but not naming] Vanguard Group, Larry Fink answers whether BlackRock will compete directly with RIAs: 'We are not a threat' - RIABiz - Sat Sep 19 06:58:28 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
The Best Robo-Advisors for 2020, According to Barron’s Exclusive Ranking - Barron's - Fri Jul 31 07:00:00 UTC 2020
This is the best robo-advisor for new investors - CNBC - Thu Feb 13 08:00:00 UTC 2020
FinTech Market 2020 Forecast by 2026 Top Companies – Avant, Qufenqi, Funding Circle, ZhongAn, CreditEase, IFC, Wealthfront, Oscar, Atom Bank, H2 Ventures, KPMG, WeCash, OurCrowd, Klarna, Kreditech - thedailychronicle.in - Wed Sep 16 02:30:00 UTC 2020
Wealthfront now offering FDIC insured cash accounts - Financial Planning - Thu Feb 14 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
Neobank Unifimoney partners with DriveWealth to offer investing services - Banking Dive - Wed Sep 16 15:45:55 UTC 2020
Robo-advisor Market Analysis 2020: Size, Share, Sales, Growth, Key Players, Type, Application & Forecast To 2026 - Verdant News - Mon Sep 21 12:50:33 UTC 2020
Robo advisors gain new, younger clients amid market turmoil - Financial Planning - Tue Mar 31 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
Robo Advisers Keep Adding On Services - The Wall Street Journal - Sun Mar 08 08:00:00 UTC 2020
Wealthfront Review 2020: Pros, Cons and How It Compares - NerdWallet - Tue Aug 13 19:00:59 UTC 2019
Wealthfront Cash Review: Online Cash Management Account - NerdWallet - Wed Jun 10 07:00:00 UTC 2020
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
I've earned over $111 in 4 months with my Wealthfront account - Business Insider - Business Insider - Sun Nov 03 07:00:00 UTC 2019
Fintech Investment Market Rising Trends and New Technologies Research to 2024 with ZhongAn (China), Oscar, Wealth front, Quefangi, Funding Circle, Kreditech, Avant., Atom Bank - The Daily Chronicle - Wed Aug 26 10:55:28 UTC 2020
Wealthfront robo advisor offers free financial planning - Financial Planning - Wed Dec 05 08:00:00 UTC 2018
Wealthfront Robo Investing Performance Review 2019 - Business Insider - Tue Feb 12 08:00:00 UTC 2019
Investing is one of the best ways to grow your money, and you don't need $1,000 to start - Business Insider - Business Insider - Wed Mar 13 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
Wealthfront and Betterment are battling it out, and it's great news for savers - Business Insider - Business Insider - Wed Jan 15 08:00:00 UTC 2020
Wealthfront raises $75 million to help millennials invest - TechCrunch - Thu Jan 04 08:00:00 UTC 2018
Shift to Add Three Senior Executives at Leading Companies to Its Board of Directors - AiThority - Fri Sep 11 07:00:00 UTC 2020
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
Should You Shift to a Cash Management Account? - NerdWallet - Thu Feb 27 08:00:00 UTC 2020
What "Yield Farming" Needs to Take DeFi Mainstream - hackernoon.com - Sat Sep 19 05:27:24 UTC 2020
Wealthfront Robo Advisor Review 2020: Pros, Cons & More - Benzinga - Wed Nov 14 08:00:00 UTC 2018
Wealthfront bumps interest rate to highest in the industry in ongoing battle for deposits - CNBC - Tue May 28 07:00:00 UTC 2019
Betterment robo advisor adds checking, savings accounts - Financial Planning - Tue Jul 23 07:00:00 UTC 2019
Robo-Advisor Account Sign-Ups Surge Amid Pandemic - Barron's - Wed Apr 01 07:00:00 UTC 2020
Wealthfront buys hybrid robo Grove | Citywire - Citywire USA - Fri Aug 23 07:00:00 UTC 2019
Day trading for fun is a 'losing proposition,' famed economist warns - Business Insider - Business Insider - Wed Jun 24 07:00:00 UTC 2020
How to open a Wealthfront Cash Account to earn more money on savings - Business Insider - Business Insider - Mon Jun 29 07:00:00 UTC 2020
Why Wealthfront's Latest Deal Won't Impact Advisors - ThinkAdvisor - Fri Aug 23 07:00:00 UTC 2019
Wealthfront has courted controversy with risk-parity fund - InvestmentNews - Tue May 28 07:00:00 UTC 2019
Wealthfront Review 2020 - How it Compares to Other Robo Advisors? - The Dough Roller - Sun Sep 03 16:42:17 UTC 2017
Wealthfront Is Acquiring Grove: Details About The Deal - Pulse 2.0 - Mon Sep 02 07:00:00 UTC 2019
Wealthfront vs. Vanguard - Where Will You Invest Your Money? - The Dough Roller - Sun Aug 30 07:00:00 UTC 2020

Reviews & Ratings

User Impressions
User Ratings: (2 rated)
My Rating

Expert Ratings: None

Get Started