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APPLE APP STORE
GOOGLE PLAY STORE
BEST ROBO-ADVISOR, 2020
BEST ROBO-ADVISOR, 2019
No manual trading required.
Invest your savings and grow your long-term wealth:
Get an automated, globally diversified portfolio tailored to your risk profile.
Use our recommended portfolio or customize your own
Our Tax-Loss Harvesting strategy can cover our annual fee more than 3x over for our recommended portfolios (See assumptions below)
We'll keep your portfolio balanced and handle all the trading for you
Get $5,000 managed for free, start investing in minutes.
That’s the good thing about software.
Our Tax-Loss Harvesting strategy can lower the taxes you pay as you invest. For our average client in a recommended portfolio, this typically covers our 0.25% advisory fee more than 3x over.
NO TRADING FEES, NO ACCOUNTS FEES
ONE LOW ANNUAL
TAX SAVINGS WORTH AT LEAST 3X OUR ANNUAL ADVISORY FEE
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Assumptions: The Tax-Loss Harvesting yield is the average after-tax benefit, net of fees, expressed as a multiple of our annual fee. This calculation is based on the last five full calendar years for clients with a risk score of 8 for clients using the Classic Recommended portfolios and assuming capital losses up to $3,000 with a tax rate of 25%.
Nerdwallet and Investopedia (the “Endorsers”) receive cash compensation for referring potential clients to Wealthfront Advisers, LLC (“Wealthfront Advisers”) via advertisements placed on their respective websites. The Endorsers and Wealthfront Advisers are not associated with one another and have no formal relationship outside of this arrangement. Nerdwallet’s opinions are their own. Their ratings are determined by their editorial team. The scoring formula for online brokers and robo-advisors takes into account over 15 factors, including account fees and minimums, investment choices, customer support and mobile app capabilities. Nerdwallet ranking as of June 2021. Wealthfront provides cash compensation in connection with obtaining this ranking. Investopedia designed a system that rates robo-advisors based on nine key categories and 49 variables. Each category covers the critical elements users need to thoroughly evaluate a robo-advisor. Learn more about their methodology and review process. Investopedia ranking as of June 2021. Wealthfront provided cash compensation in connection with obtaining this ranking.
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment or tax advice. Nothing in this communication should be construed as a solicitation, offer, or recommendation, to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront Advisers or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.
Investment advisory services are provided by Wealthfront Advisers, an SEC-registered investment adviser, and brokerage products and services are provided by Wealthfront Brokerage LLC, Member FINRA/SIPC. Wealthfront Software LLC (“Wealthfront”) offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please see our Full Disclosure for important details.
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Apple App Store and Google Play Store ratings based on user ratings from February 2014 (Apple) and December 2015 (Google) through June 2021. Ratings compiled by Apple, Inc., and Google, Inc., who receive compensation for hosting our app.
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