Expand your investing with a diversified portfolio, customized with all the things you care about. We’ll automate it to help maximize your returns and minimize your taxes.
Best Robo-advisor, Portfolio Options, 2022 1Best Robo-advisor, IRA, 2022 1
Best Robo-advisor, 2020 1Best Robo-advisor, 2022 1
480K+
Trusted clients
$25B+
In assets managed
4.8
Apple App Store 2
4.6
Google Play Store 2
Best Robo-advisor, Portfolio Options, 2022 1Best Robo-advisor, IRA, 2022 1
Best Robo-advisor, 2020 1Best Robo-advisor, 2022 1
480K+
Trusted clients
$25B+
In assets managed
4.8
Apple App Store 2
4.6
Google Play Store 2
Classic
Our globally diversified portfolio of low-cost index funds designed to grow your wealth.
Socially Responsible
Our diversified portfolio designed around sustainability, diversity, equity and more.
Direct Indexing
For accounts over $100k: Our globally diversified portfolio designed to strategically invest in individual US stocks to enhance tax savings.
Classic
Our globally diversified portfolio of low-cost index funds designed to grow your wealth.
Socially Responsible
Our diversified portfolio designed around sustainability, diversity, equity and more.
Direct Indexing
For accounts over $100k: Our globally diversified portfolio designed to strategically invest in individual US stocks to enhance tax savings.
Classic
Our globally diversified portfolio of low-cost index funds designed to grow your wealth.
Socially Responsible
Our diversified portfolio designed around sustainability, diversity, equity and more.
Direct Indexing
For accounts over $100k: Our globally diversified portfolio designed to strategically invest in individual US stocks to enhance tax savings.
Curated portfolios that put you in control.
Single stocks aren’t the only way to invest. To build long-term wealth, you need a diversified portfolio. Start with one designed by our experts, then explore, add, and adjust your investments to match your interests.
Securities shown are for illustrative purposes only, and are not a recommendation to buy or hold.
Allow our automation to make you look like an investing genius.
Our automated software helps optimize your investments by doing the work for you, from rebalancing your portfolio to minimizing your taxes. For a low 0.25% annual fee, all you have to do is make the plan, and we’ll do the rest.
By adding Wealthfront to the investments you’re already making, you can balance the risk of single stocks with the opportunity to realize gains across a variety of funds simultaneously. There’s no better strategy to building long-term wealth.
Testimonials were given by clients of both Wealthfront Advisers and Wealthfront Brokerage. There is no guarantee that clients will have similar experiences or success.
about the methodology behind Socially Responsible Investing.
Apple App Store and Google Play Store ratings based on user ratings from February 2014 (Apple) and December 2015 (Google) through June 2021. Ratings compiled by Apple, Inc., and Google, Inc., who receive compensation for hosting our app.
By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Wealthfront Advisers relies on information from various sources believed to be reliable, including clients and third parties, but cannot guarantee the accuracy and completeness of that information. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Wealthfront Advisers or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.
The effectiveness of the Tax-Loss Harvesting strategy to reduce the tax liability of the client will depend on the
client’s entire tax and investment profile, including purchases and dispositions in a client’s (or client’s spouse’s)
accounts outside of Wealthfront Advisers and type of investments (e.g., taxable or nontaxable) or holding period
(e.g., short- term or long-term).Tax loss harvesting may generate a higher number of trades due to attempts to capture
losses. There is a chance that trading attributed to tax loss harvesting may create capital gains and wash sales and
could be subject to higher transaction costs and market impacts. In addition, tax loss harvesting strategies may
produce losses, which may not be offset by sufficient gains in the account and may be limited to a $3,000 deduction
against income. The utilization of losses harvested through the strategy will depend upon the recognition of capital
gains in the same or a future tax period, and in addition may be subject to limitations under applicable tax laws,
e.g., if there are insufficient realized gains in the tax period, the use of harvested losses may be limited to a
$3,000 deduction against income and distributions. Losses harvested through the strategy that are not utilized in the
tax period when recognized (e.g., because of insufficient capital gains and/or significant capital loss
carryforwards), generally may be carried forward to offset future capital gains, if any.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee
future performance. Historical returns, expected returns, and probability projections are provided for informational
and illustrative purposes, and may not reflect actual future performance. Please see our Full Disclosure for important
details.
Investment management and advisory services--which are not FDIC insured--are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser, and financial planning tools are provided by Wealthfront Software LLC (“Wealthfront”). Brokerage products and services are offered by Wealthfront Brokerage LLC, member FINRA / SIPC.
Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
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