Comprehensive offerings: Wealthfront provides the kind of holistic financial advice and automated investment management that appeals to new and experienced investors alike: helpful planning tools, diversified - and hands-off - portfolios and advanced tax optimization strategies.

Wealthfront is responsive to customer needs and offers a wide range of services for investors seeking automated investment management, self-directed trading, high-yield cash management, automated bond investing, and borrowing.

Wealthfront offers standard brokerage accounts (individual and joint), traditional and Roth IRAs, SEP IRAs, Rollover IRAs, and trust accounts. Wealthfront is also one of the only robo-advisors that offers a 529 college savings plan through its platform.

Wealthfront is an automated Fintech investment platform providing investment, retirement, and cash management products to retail investors, mostly making money on the annual 0.25% advisory fee the company charges for assets under management. It also makes money via a line of credits and interests on the cash accounts.

automated investment service firm Wealthfront Inc. is an automated investment service firm based in Palo Alto, California, founded by Andy Rachleff and Dan Carroll in 2008.

Millennials have been the sole target customers of Wealthfront.

Our strategy Our software invests your money in an automated portfolio of low-cost index funds spread across global asset classes. Since no one can predict how the market will perform, we focus on factors we can influence: tax, cost, and risk.

Wealthfront core target persona includes tech-literate millennials and young professionals that value a tech-forward, low-friction investing experience.

Liquidity and Valuation Risk - High volatility and/or the lack of deep and active liquid markets for a security may prevent Wealthfront from selling your securities at all, or at an advantageous time or price because Wealthfront's executing broker-dealer may have difficulty finding a buyer and may be forced to sell at ...

Only US residents can become Wealthfront customers. Wealthfront does not allow Europeans to use their service, and they have no plans to launch in Belgium. One reason is that their offering is centred around the American tax and pension system.

Robo-advisors like Wealthfront offer beginners an entry into investing in a more passive, hands-off way. Wealthfront provides the following account types: Cash Account. Investment accounts: Individual, joint and trust accounts.

No, we currently require all Wealthfront clients to have a U.S. social security number, a permanent U.S. residential address, and currently reside in the U.S due to financial regulations. We cannot support clients residing outside of the U.S., including U.S. citizens residing abroad.

Does Wealthfront work outside the US? Unfortunately, Wealthfront is not available for clients living outside the US.