Automated Wealth Building

Wealthfront is a pioneer in the robo-advisor space, designed to make sophisticated investing accessible to everyone. By using algorithms based on Modern Portfolio Theory, Wealthfront automatically manages diversified portfolios of low-cost ETFs for its clients. It is built for long-term investors who want a 'hands-off' approach to growing their wealth with minimal fees.

Advanced Features

Wealthfront offers industry-leading features like 'Tax-Loss Harvesting,' which automatically sells underperforming securities to offset capital gains taxes, potentially increasing annual returns. They also provide 'Path,' a comprehensive financial planning tool that analyzes your spending and saving habits to predict your future net worth and retirement readiness. Beyond investing, Wealthfront offers a high-yield Cash Account with check-writing features and high FDIC insurance coverage.

Self-Driving Money

The ultimate goal of Wealthfront is to provide 'Self-Driving Money'—a vision where your paycheck is automatically routed to pay bills, top up an emergency fund, and invest the rest according to your personalized plan. This level of automation helps users avoid emotional decision-making and stay consistent with their financial goals through market fluctuations.