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Wealthfront

Rating:

4.7 / 5.0

Tags

Fintech, Robo-Advising, Investing, Asset Management, Personal Finance, AI in Finance

Categories:
FinanceFintech
Creator Wealthfront
Date 2008-01-01
Platforms Web, iOS, Android
Status Active
Website wealthfront.com
Price Model Subscription
Sections:
Asset ManagementRobo-Advising

Pricing Details

Subscription-based, based on a percentage of assets under management (AUM). Typically charges an annual fee of 0.25% of AUM. Additional fees may apply for certain services (e.g., Direct Indexing).

Features

Automated investing, diversified ETF portfolios, automatic rebalancing, dividend reinvesting, tax-loss harvesting, Direct Indexing, financial planning tools, high-yield cash account.

Integrations

Integration with bank accounts for funding and withdrawals. Integration with financial planning tools.

Preview

Wealthfront is a popular robo-advisor that provides automated investment services and financial planning tools. The platform creates and manages diversified portfolios of ETFs based on the user's goals, risk tolerance, and time horizon. Wealthfront offers automatic rebalancing, dividend reinvesting, and advanced tax optimization strategies (e.g., Direct Indexing for larger accounts). In addition to investing, the service includes tools for planning financial goals (buying a home, education, retirement) and cash management (high-yield cash accounts). It is available via a web interface and mobile apps.