Wealthfront is the world's largest & fastest-growing automated investment service with over $2.2 billion in client assets. We manage a diversified, continually rebalanced portfolio of index funds on your behalf at a very low cost and in an extremely tax-efficient manner. Our unique service is made possible by combining a team of world-class financial experts, led by Dr. Burton Malkiel, renowned economist and author of A Random Walk Down Wall Street, with some of Silicon Valley’s best technology talent.

Truly Automated: Wealthfront takes the guesswork out of sound, long-term investing through effortless automation. Wealthfront manages a personalized online investment account for you that is fully diversified and periodically rebalanced – accessible anytime and anywhere from your desktop, tablet or phone. We support the following types of accounts:

Individual, joint, trust, & LLC taxable accounts
Traditional, Roth, & SEP retirement accounts (IRAs)
401(k) rollover accounts
501(c) accounts for non-profit institutions

The Best Index Funds: Our service is premised on the consistent and overwhelming research that proves index funds significantly outperform an actively managed portfolio. We employ ETFs that track indexes for the 11 major asset classes used in our portfolios. Each ETF is chosen by our investment research team based on its relative cost, tracking error, market liquidity and securities lending policies. We always tell you why we chose each ETF over its alternatives.

Extremely Low Cost: We believe everyone deserves sophisticated financial advice. That’s why our minimum account size is only $5,000. We manage your first $10,000 for free and the rest for only 0.25% per year. There are no additional fees for our service. No trading commissions. Everything is included in our simple low advisory fee.

The Most Tax-Efficient: No other automated investment service offers all five levels of tax minimization that are available with Wealthfront:

Index Funds. Unlike actively managed mutual funds, index funds have very little turnover, which means you incur much lower capital gains taxes.
Intelligent Dividend Reinvesting. Using dividends to rebalance your portfolio throughout the year minimizes sales, leading to lower realized capital gains.
Tax location. All clients receive different asset classes and asset allocations for taxable and retirement accounts to optimize their after-tax performance.
Daily Tax-Loss Harvesting. Clients with $100,000 or more invested in a taxable account can take advantage of our Daily Tax-Loss Harvesting service at no additional cost.
Tax-Optimized Direct Indexing. Clients with $100,000 or more invested in a taxable account can take advantage of Tax-Optimized Direct Indexing, our portfolio that provides enhanced Tax-Loss Harvesting by harvesting losses among the individual stocks in the S&P 500®.
Daily Tax-Loss Harvesting and Tax-Optimized Direct Indexing could add more than 1.6% to your portfolio's annual after-tax return. Learn more.

Incredible Software Engineers: Our software team includes some of the most talented software experts from companies like Google, Facebook, LinkedIn, Twitter & Apple. Wealthfront has earned a reputation for state-of-the-art software development. For more on our approach to building modern software, please visit our engineering blog.

Redwood City, US
153 (est)-1%
Wealthfront was founded in 2011 and is headquartered in Redwood City, US

Key People at Wealthfront

David Fortunato

David Fortunato

Andy Rachleff

Andy Rachleff

Executive Chairman
Avery Moon

Avery Moon

VP, Engineering
Maya Grinberg

Maya Grinberg

Marketing Director
Brian Dennen

Brian Dennen

Chief Compliance Officer
Dan Carroll

Dan Carroll

Founder & Chief Strategy Officer & Board Director
Alison Rosenthal

Alison Rosenthal

VP Strategic Partnerships
Burt Malkiel

Burt Malkiel

Chief Investment Officer
Elliot Shmukler

Elliot Shmukler

VP, Product & Growth

Wealthfront Locations

Redwood City, US

Wealthfront Metrics

Wealthfront Summary

Founding Date


Total Funding

$130 M

Latest funding size

$64 M

Time since last funding

about 2 years


We estimate that Wealthfront's latest funding round in October 2014 was $64 M. In total, Wealthfront has raised $130 M

Wealthfront Operating Metrics


Assets under management

$1.7 B$2.1 B$5.4 B$2.5 B$2.8 B$2.8 B
Source: SEC

Wealthfront Online Presence

Wealthfront News

Wealthfront Company Life

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