Grow your wealth
Invest in your life
Wealthfront provides you with a suite of services that traditionally only a multimillionaire could afford. Uncover strategies used by private wealth managers without having to pay high fees or meet steep minimums.
Did you know that taxes can drain your investment returns even more than fees? Our unique services, Daily Tax-Loss Harvesting and Direct Indexing, lower your investment-related taxes, keeping more of your money invested in the markets.
Do you need cash but don't want to sell your investments? Portfolio Line of Credit allows you to access cash quickly at a low rate without compromising long-term investment goals. Learn more about the benefits and risks here.
Do you receive company shares
as part of your compensation? Wealthfront’s Selling Plan
helps all employees sell their shares tax-efficiently and commission free, at a level of service previously only available to executives.
It’s tough to know what the future may hold for you and your family. Wealthfront makes it easy to imagine what’s possible and helps you save and invest for what’s to come.
Path is Wealthfront’s unique approach to financial planning. It links directly to your accounts to build an accurate picture of your financial life. Path tells you how you're tracking towards your goals and updates as your spending behavior changes.
- See if you're on track
- Explore new scenarios
- Get actionable advice
Wealthfront helps you and your family work towards your financial goals. Open the accounts that suit your needs and trust an investment strategy that prioritizes low fees, tax-efficiency, and diversification.
Wealthfront constantly optimizes your portfolio through rebalancing, intelligent dividend reinvesting, and tax-loss harvesting.
Review your account and take action anytime, anywhere. No need to schedule phone calls or advisor appointments.
By linking directly to your outside accounts, Wealthfront analyzes your true financial activities to provide insights and advice.
An automated service removes emotion from investing and keeps you focused on the long-run.
Wealthfront is available across desktop and mobile devices. Always have a financial advisor at your fingertips, no matter where you are.
Don’t let investment fees eat into your returns. Wealthfront’s advisory fee is a fraction
of what traditional advisors and wealth managers charge.