iPhone Screenshots

Description

Build a free financial plan 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.

Free financial planning made easy
Built by our team of PhDs, our all-in-one planning experience helps you explore future goals like homeownership, early retirement, time off for travel, and covering college costs. We’ll show you the tradeoffs of your decisions and provide actionable advice.

Invest while keeping fees and taxes low
Through our software-only approach, we invest your money in a globally diversified portfolio of low-cost index funds, and our tax-loss harvesting strategies help lower the taxes you pay.

Borrow with ease
Secured by your investments, Portfolio Line of Credit helps you access cash without selling your investments. It takes one tap to request cash, and you can access the money you need in as quickly as 1 business day.

Disclosures
Wealthfront Software LLC (“Wealthfront”) offers a software-based financial advice engine that delivers financial planning tools to help users achieve better outcomes. All information provided by Wealthfront’s financial planning tool is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided by the financial tool. Investment advisory services are offered by Wealthfront Advisors LLC (“Wealthfront Advisers”, the successor investment adviser to Wealthfront Inc.), an SEC-registered investment advisor, and brokerage products and services, including the Portfolio Line of Credit, are offered by Wealthfront Brokerage LLC (formerly known as Wealthfront Brokerage Corporation), member FINRA / SIPC. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any security. For more information please visit www.wealthfront.com. Wealthfront, Wealthfront Advisers and Wealthfront Brokerage LLC are wholly owned subsidiaries of Wealthfront Corporation.

What’s New

Version 2019.04.12

We update the app every week to make sure it's in tip-top shape for you. That can mean improving performance, squashing bugs, iterating on your favorite Wealthfront services, or launching brand new products and services (though when that happens these notes are a lot more exciting).

Ratings and Reviews

4.9 out of 5
6.4K Ratings
6.4K Ratings
RamenIsGood ,

Very Functional and Easy to Use

This app is very functional and easy to use. It gives users a quick way to assess their complete financial situation through the ability to link to all your external accounts with other financial institutions. It will also show a projection of your financial situation throughout your lifetime, if you desire. The app makes it very easy to add money to your Wealthfront accounts or transfer money out of Wealthfront to another institution.

There are two distinct reasons I did not give the Wealthfront app five stars. First, the app does not give users the ability to change their risk tolerance score. Users must log on to Wealthfront’s actual website to do that, which is tremendously inconvenient. Second, although I like the financial future modeling the app provides, there is no available explanation of the modeling used to make such a long term forecast. Specifically, I would like to know the assumed annual rate of return in the model as well as whether it accounts for an assumed annual pay increase or an assumed increase in the value of your home. This would all be possible by adding a simple link that explains the specifics of the assumptions and methodology behind the model used to calculate important values like your predicted net worth at retirement age. I am sure this seems like a niche request, but some more financially and data savvy users would appreciate it.

Developer Response ,

Hi and thank you for the feedback. Please note, all of this information is available on the full website. The methodology for our model is available on the app (click on your specific goal and scroll down to Methodology). Please send an email to support@wealthfront.com for any account-specific questions. We will also share your feedback with the team. Thank you.

JJJJALFKA ,

Intuitive and accessible for hands-off investors

Will it make more profit out of your investment than another retirement account or finance institution? Probably yes... Maybe not...

But that’s not the point. If you’re not a multi-millionaire but you work hard for your money and don’t have the time maximize your earnings by doing extensive market research, this is an incredible product. You can pay someone to try to beat the market for you and I’ll put that money towards tax-loss harvesting, a diverse and constantly evolving portfolio of assets, auto-deposits, credit/debt tracking, an effortless interface, and a clear vision of my finances and risk tolerance for separate accounts. All in seconds at my fingertips.

This app & investment tool is all you need to optimize your income. Do not let your money sit in a bank account. Do not give it away by letting someone less competent manage it for you. Using Wealthfront to open a Roth IRA & savings account as a 25 year old was probably the single best financial decision I have made. I’ve made huge gains in my portfolio since I started and I love being able to analyze my investment as it develops.

I can’t wait to see what tools they come out with in the future. 5 stars for Wealthfront.

Kidwell99 ,

Simplicity for any level investor

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!

Information

Seller
Wealthfront, Inc.
Size
46.9 MB
Category
Finance
Compatibility

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
Rated 4+
Copyright
© Wealthfront Corporation 2019
Price
Free

Supports

  • Family Sharing

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

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