# Wealthfront

> Wealthfront is a US consumer financial technology company that automates diversified investing, tax-loss harvesting, cash management and financial planning. It also offers direct indexing, bond ladders and home lending. Its platform held $100.466 billion for 1.54 million funded clients at September 30, 2026.

- **Founded:** 2008
- **Headquarters:** Palo Alto, United States
- **Founders:** Andy Rachleff (Co-founder and chairman; former CEO), Dan Carroll (Co-founder)
- **Products:** The Wealthfront Portfolio / Automated Investing, Path, Cash Account, S&P 500 Direct, Nasdaq-100 Direct
- **Notable:** Exceeded $100 billion in total platform assets in August 2026., Reported 1.54 million funded clients at September 30, 2026., Listed on Nasdaq under WLTH in December 2025.

## Products & services

- **The Wealthfront Portfolio / Automated Investing** — Risk-based, diversified portfolios with automated rebalancing and tax-loss harvesting for eligible taxable accounts; $500 minimum and 0.25% annual advisory fee, plus underlying fund expenses.
- **Path** — Software-based financial planning that aggregates accounts and models retirement and other savings goals.
- **Cash Account** — Cash management with checking features and interest earned through a network of program banks; $1 opening minimum and no account fees. Wealthfront itself is not a bank.
- **S&P 500 Direct** — Standalone direct indexing with tax-loss harvesting; 0.09% annual advisory fee and a $5,000 minimum, lowered from $20,000 in June 2025.
- **Nasdaq-100 Direct** — Standalone direct indexing seeking Nasdaq-100 exposure with tax-loss harvesting; 0.12% annual fee and $5,000 minimum.
- **Automated Bond Ladder** — A ladder of US Treasuries, with automated reinvestment options and a 0.15% annual advisory fee.
- **Brokerage Account** — Self-directed stock and ETF investing alongside the managed portfolio offering.
- **Home Lending** — Digital mortgage applications and refinancing, launched in November 2025; available in California, Colorado and Texas on the reviewed product page.
- **Custodial Account** — Investing accounts for children added to the family wealth product suite in June 2026.
- **Retirement and education accounts** — Traditional, Roth and SEP IRAs, plus 529 education savings accounts.

## Achievements

- Exceeded $100 billion in total platform assets in August 2026.
- Reported 1.54 million funded clients at September 30, 2026.
- Listed on Nasdaq under WLTH in December 2025.
- Reported $364.993 million revenue for fiscal 2026.

## Latest updates

- **2026-10** — Released September metrics on October 6: $100.466 billion in total platform assets, 1.54 million funded clients and $532 million of monthly net deposits.
- **2026-09** — Reported fiscal Q2 2027 revenue of $91.874 million for the quarter ended July 31, 2026.
- **2026-08** — Announced Home Lending expansion to California, joining Colorado and Texas.
- **2026-06** — Launched a custodial investing account for children.

## Links

- Website: https://www.wealthfront.com/
- LinkedIn: https://www.linkedin.com/company/wealthfront
- Twitter/X: https://twitter.com/wealthfront
- GitHub: https://github.com/wealthfront
- YouTube: https://www.youtube.com/@wealthfrontvideos
- Instagram: https://www.instagram.com/wealthfront/
- Facebook: https://www.facebook.com/Wealthfront/

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Profile page: https://yespress.io/wealthfront
Published by YesPress — https://yespress.io
Last updated: 2026-10-27