Wealthfront

Meet your financial copilot

We’ll build a free financial plan for the life you want and automate your investments at a low cost.

Our all-in-one solution gives you the financial expertise you need, right in your pocket. No spreadsheets, no annoying sales calls, no judgment.

Financial planning made easy

Explore what’s possible with a free dynamic plan

Whether it’s traditional milestones or unconventional choices, we make it easy to plan for the life you want.

After linking to your accounts, we’ll apply our financial expertise and the relevant external data to help optimize your finances. All without ever requiring you to talk to anyone.

Put your savings to work

Passive investing on autopilot.

We believe technology can handle some things better than people. Our software executes time-tested investment strategies, automatically looking for opportunities to improve your portfolio’s performance.

Start with a solid foundation

We’ll build you a diversified portfolio of low-cost index funds that aims to maximize your returns while keeping you in your risk comfort zone. And our software maintains the appropriate investment mix over time.

Reduce the taxes you pay

By implementing strategies like Tax-Loss Harvesting, our software helps lower the taxes you pay, so you’ll have more money to invest.

Invest for a low fee: 0.25%

We don’t let higher fees eat away at your returns. Pay only a 0.25% annual advisory fee on what you invest. No trading commissions. No sales calls. No, really.

Put your savings to work

Passive investing on autopilot.

We believe technology can handle some things better than people. Our software executes time-tested investment strategies, automatically looking for opportunities to improve your portfolio’s performance.

Start with a solid foundation

We’ll build you a diversified portfolio of low-cost index funds that aims to maximize your returns while keeping you in your risk comfort zone. And our software maintains the appropriate investment mix over time.

Reduce the taxes you pay

We built tax intelligence into our software to help lower the taxes you pay, so you’ll have more money to invest.

Invest for a low fee: 0.25%

We don’t let higher fees eat away at your returns. Pay only a 0.25% annual advisory fee on what you invest.

No trading commissions. No sales calls. No, really.

Research is in our DNA

Our financial engine is built
on brainpower.
Our financial engine is
built on brainpower.

Our deeply experienced team of PhDs apply their best thinking and detailed calculations to each service we offer.

Not only have they automated time-proven investment strategies backed by decades of academic research, they’ve also developed a data-driven planning experience that answers thousands of financial questions in seconds.

A technology-driven solution

Finances made delightfully easy.
Sounds crazy, we know.

Abandon your spreadsheets and skip the online calculators. Our mobile app gives you a comprehensive overview of your finances any time, anywhere.

Our setup process takes just minutes and requires no paperwork or phone calls.

See financial planning at work.

Real clients share how they plan ahead for their futures.

Our clients trust us to manage more than

$11 Billion

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