Wealthfront
Wealthfront: Automates investing and rebalancing, with customization and tax-loss harvesting for eligible accounts. Ranked #1 of 24 in Robo-Advisor Apps by our editors (9.4/10); pricing: Paid; best for investors seeking customization and tax management.
At a glance
- Editor score9.4 / 10
- PricingPaid
- Best forInvestors seeking customization and tax management
- Free planNo
- Minimum investment500 $
- Founded2008 · Palo Alto, California
- Facts checked29 Sep 2026
Where it wins
- Automatically invests deposits and rebalances portfolios
- Offers tax-loss harvesting for eligible taxable accounts
- Supports portfolio customization, IRAs, and socially responsible investing
Where it doesn't
- Requires a $500 minimum investment
- Charges a 0.25% annual advisory fee on invested assets
- Does not offer access to financial advisors
Our verdict on Wealthfront
Wealthfront is an online investment platform that builds and manages diversified portfolios based on an investor’s risk profile. Its Automated Investing Account is designed for people who want software to handle investing and rebalancing while retaining control over portfolio allocations and holdings. It supports taxable and retirement investing, including IRAs, and offers a socially responsible portfolio option. The account has a $500 minimum investment, so it is less suited to someone who wants to begin with less or expects to discuss portfolio choices with a human advisor.
Portfolio customization and tax management are central strengths. Wealthfront recommends a portfolio from questionnaire responses and risk profile, then automatically invests deposits and rebalances. Eligible taxable investment accounts can use tax-loss harvesting, while investors can adjust risk and customize holdings. An automated savings plan with account targets adds goal-based planning. These features make it a fit for investors who value ongoing portfolio management but want more choice than a fixed portfolio; the tax-loss harvesting feature applies to eligible taxable accounts, not every account type.
According to the published plan details, the Automated Investing Account charges an annual advisory fee of 0.25% of invested assets, rather than a fixed dollar amount, and requires a $500 minimum. There is no free plan. The service is available on web, iOS, and Android, with email, phone, and documentation support; two-factor authentication is listed as a security measure. Choose Wealthfront if automated management, customization, and eligible-account tax-loss harvesting align with your needs. Look elsewhere if you require access to a financial advisor or a lower starting minimum.
Wealthfront pricing
All 1 Wealthfront plans and prices →
Wealthfront fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Minimum investment | 500 $ |
| Tax-loss harvesting | Yes |
| Human advisor access | None |
| Goal-based portfolios | Yes |
| Retirement accounts | Yes |
| Socially responsible option | Yes |
| Portfolio customization | High |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | 2FA |
| Support | Email, Phone, Docs |
| Built for | Solo, Small business (editorial estimate) |
| Pricing | Paid (source) |
| Website | wealthfront.com |
| Facts checked | 29 Sep 2026 |
Alternatives to Wealthfront
- E*TRADE Core PortfoliosA managed ETF portfolio with daily monitoring, rebalancing, and optional tax-loss harvesting.8.8
- Questwealth PortfoliosManaged, actively overseen ETF portfolios with a $250 starting minimum.8.1
- Ally Invest Robo PortfoliosAutomated ETF management with a no-advisory-fee option that keeps 30% in cash.7.6
See all Wealthfront alternatives →
Wealthfront vs the competition
- Wealthfront vs E*TRADE Core Portfolios
- Wealthfront vs Questwealth Portfolios
- Wealthfront vs Ally Invest Robo Portfolios
- Wealthfront vs Wealthsimple Managed Investing
- Wealthfront vs Betterment
- Wealthfront vs Wells Fargo Intuitive Investor
Compare Wealthfront with any tool side by side →
Used Wealthfront? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Wealthfront for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Wealthfront is listed in our Robo-Advisor Apps directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/wealthfront/"><img src="https://www.itechguides.com/best/badge/wealthfront.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.
Last updated · How we research and update
