Who We Are
Wealthfront is the largest and fastest-growing SEC-registered, software-based financial advisor. Our mission is to provide access to the same high quality financial advice offered by major financial institutions and private wealth managers, like tax-loss harvesting, without the high account minimums or costs.
Our service manages a personalized online investment account for you that is fully diversified and periodically rebalanced – all with a low minimum balance of $5,000. We support the following types of accounts:
- Individual, joint, and trust taxable accounts
- Traditional, Roth, SEP retirement accounts (IRAs)
- 401(k) rollover accounts
Your first $10,000 is managed for free.
Everyone deserves sophisticated investment advice. We manage $10,000 for free and the rest for only 0.25% per year. You won’t pay commissions on trades or any other fees.
Automated, continuous tax-loss harvesting.
Our sophisticated investment advice grows with you. Clients with $100,000 or more invested in a taxable account can take advantage of our tax-loss harvesting service at no additional cost. According to our research, continuous tax-loss harvesting could increase your after-tax returns by more than 1% per year. Over the next 20 years that could add more than $54,000 to a $100,000 portfolio. Learn more.
We’ve assembled a team of world-class financial experts and Silicon Valley’s best to deliver sophisticated investment management online. Our investment team is led by Dr. Burton Malkiel, renowned economist and author of A Random Walk Down Wall Street. Burt is complemented by a forward-thinking engineering team that has earned a reputation for state-of-the-art software development. For more on our engineering approach, please visit our engineering blog.