Wealthfront - Long-Term Investment Management
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Plan your future. Grow your wealth. Invest like a multimillionaire.
Wealthfront provides proven investment strategies, tailored financial advice, and premium financial services - all powered by technology. Get access to a suite of services that traditionally only a multimillionaire could afford. Benefit from 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.
Find your Path
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.
Invest in What Matters
Wealthfront helps you and your family work towards your financial goals, whether it’s building long-term wealth, saving for college, or investing for retirement. Open the accounts that suit your needs and trust an investment strategy that prioritizes low fees, tax-efficiency, and diversification.
Wealthfront powers your financial life with technology
We work for you 24/7 by constantly optimizing your portfolio through rebalancing, intelligent dividend reinvesting, and tax-loss harvesting. Review your account and take action anytime, anywhere. You’ll never need to schedule advisor phone calls or appointments again.
Start growing your wealth and install the app today.
Wealthfront Inc. is an SEC registered investment adviser. For more information please visit www.wealthfront.com. This description was prepared to support the promotion of Wealthfront's investment services and products, and should not be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security. Financial advisory services are only provided to investors who become Wealthfront clients.
What's New in Version 2017.02.17
Ned Stark was a lord, with a chiseled physique,
But as for his finances, they were quite weak.
He left his poor children, fresh out of luck,
No father, no castle, and nary a buck.
His children were scattered, Littlefinger a threat,
With Westeros crumbling, ‘neath Lannister debt.
Wealthfront could've helped him, Ned could've used Path,
To plan for retirement, and save up Stark cash.
Good so far
Account is just a few days old, but it's going well so far. The app is nice, but I wish it had more reporting functionality.
Wealthfront app delivers the right amount of content and features to the app. I really enjoy the automatic balanced investing. The new RSU stock sell plan is just what I needed to diversify my employee stock.
Decent, but lacking
The poem is old - please tell us the changes/fixes in the new update.
There is a lack of account detail available versus what is available on the website. An example is not being able to open a new account or change the risk profile of an existing account.
In all, the app is more for monitoring and/or contributing to one or more accounts. Anything major (like adding or removing a bank account) requires visiting the site.
It is nice, however, to be able to see current allocations and near real-time balance and (push) notifications of account activity is nice.