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Description

Live the life you want. We’ve got your back.
Financial planning and investing with Wealthfront couldn’t be easier: we do it for you, without the high fees. That’s because we use technology to deliver the most comprehensive automated planning solution, powered by sophisticated, time-tested investment strategies developed by our world-class research team.

Meet Path
We think you deserve a better way to experience financial planning. So we developed Path, the most comprehensive automated financial planning and investing solution, to serve as your personal roadmap to financial freedom. You can set up Path in minutes and start building towards your future, understanding instantly how much you should save now for the lifestyle you want down the road. And if you have kids, Path helps you start planning for college today so you can begin saving for those high costs right away.

Get an edge with PassivePlus®
We believe in passive investing, which means maintaining a diversified portfolio of index funds and having the patience to stay the course. But we also believe everyone deserves access to sophisticated financial features. So we developed PassivePlus, which is our signature suite of investment features designed to give you more returns without more risk, with no additional fees. That’s right - the net benefit goes right back to you.

PassivePlus is powered by three unique, time-tested features:

1. Tax Loss Harvesting: Takes advantage of movements in the market to capture investment losses, which can then be used to lower your tax bill.
2. Direct Indexing: An enhanced form of Tax-Loss Harvesting that looks for movements in individual stocks to harvest more tax losses and lower your tax bill even more.
3. Advanced Indexing: Improving on what’s commonly called Smart Beta, this strategy increases your returns by weighting securities in your portfolio more intelligently using a range of factors.

The sooner you start, the closer you’ll be to reaching your goals. So download the app today -- we can’t wait to get to know you!

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.

PassivePlus® is a registered trademark and property of CSSC Investment Advisory Services, Inc. (“CSSC”) and is used under license. CSSC and Wealthfront are not affiliated companies.

What's New

Version 2018.06.15

Bug fix

Ratings and Reviews

4.9 out of 5

5.1K Ratings

5.1K Ratings

Simplicity for any level investor

Kidwell99

I work with a CFP, I manage a stock and ETF account with scottrade, and have been using wealthfront for 18 months now. This is by far the easiest and now most lucrative of the 3, and I have yet to crest over $500 in fees. And once I do, they have about $5k in harvested losses that my cfp nor myself would have done because well, we have day jobs. So whatever fees end up going to wealthfront, which are minuscule, will easily be covered by their automated loss harvesting. The app is dirt easy, you can link other accounts and real estate holdings, etc. I can't recommend this enough to anyone, regardless of understanding of investing or retirement planning. These guys hit all the bases and their fees finance themselves with the tax loss harvesting. I.E. this is cheaper than free!

Best Investing Software Bare None

Laird_evan

I started using Wealthfront because of Tim Ferriss. It has been the best financial decision I have made for my future so far. I'm a college student so my funds are rather small and was previously investing on Acorns. I got up to a couple of grand on there and realized my returns were terrible! Only around 4% per year!!! I knew I need to change and that's when Wealthfront came in. No fees under like 10-15k has and an easy simple set up process. Needless to say I sent my money over immediately. Just over the last 9 months (not even a full year) I've had a 12.5% return! No joke a whole 8% better return in less time. Wealthfront is the best set it and forget it investing service out there.

The Beauty and Positive Impact of Technology

Zurum

I barely do Reviews, in fact this might be my first or second .
That's how great of a resource and an app Wealthfront is, as a student I've always heard how it's advised that people get into investing and WealthFront makes that a reality with its very insightful and straightforward interface , along with it great investing strategies according to your risk. I'm a huge fan of the dividend reinvestment a and tax loss harvesting, along with the path feature that shows you how far along you are to fulfilling a financial goal of yours.
I'm also a fan of the articles they lost frequently, which pose an unbiased Jew at various financial situation and how they affect you.
Looking forward to the great features that are yet to come.

Information

Seller
Wealthfront, Inc.
Size
78.6 MB
Category
Finance
Compatibility
Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English
Age Rating
Rated 4+
Copyright
© Wealthfront 2017
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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