Wealthfront

Wealthfront is an automated investing platform (often called a robo-advisor) aimed at individuals who want long-term, hands-off investing. It focuses on building and managing portfolios using software rather than manual stock picking, positioning itself as a way to get “effortless investing” at a relatively low advisory fee.

You open an Automated Investing Account to have Wealthfront manage a portfolio that’s built by financial experts and personalized to your risk profile. Their software then takes over the day-to-day work: investing deposits, making trades, rebalancing, and looking for tax-loss harvesting opportunities. For people who want more control, there’s also a Stock Investing Account where you can buy individual stocks and pre-built collections, with fractional shares and no advisory or management fees. Everything is run through an app and web experience where you can track progress, see your net worth, and link other accounts.

According to their pricing page, the Automated Investing Account charges a simple 0.25% annual advisory fee, and Wealthfront’s pitch is that its tax-loss harvesting software can often offset that fee, sometimes many times over for certain portfolios. The platform appears genuinely agentic: it automatically invests deposits, makes trades, rebalances as markets move, and continuously scans for tax-loss harvesting opportunities without you needing to intervene. The user experience is framed around low effort—set up your portfolio once, then let the software run.

However, the site content doesn’t explain the underlying models or algorithms in technical detail, nor does it describe specific AI technologies; it’s best understood as sophisticated automated investing software rather than a conversational AI assistant. Privacy, data handling, and regulatory details aren’t covered in the provided content, so you’ll need to review Wealthfront’s own disclosures and legal documents before committing significant assets. There’s also no information here about advanced trading features, so if you’re looking for active day trading tools or complex order types, this likely isn’t the right fit. Beyond the published advisory fee and the note that stock investing has no management fees, broader pricing and product structure aren’t fully detailed in the crawled content.