Home / Crowdfunding & Investing / Wealthfront
Wealthfront logo

Wealthfront

Robo-advisor platform with real estate investment options.
Crowdfunding & Investing
Visit Website → Compare
Starting Price
Contact for pricing
Best For
CRE Professionals
Company Size
All sizes
Deployment
Mobile
Property Types
Commercial

About Wealthfront

Wealthfront is a leading automated investment platform (robo-advisor) managing over $90 billion in client funds for 1.3+ million clients. While not CRE-specific, Wealthfront provides exposure to real estate through diversified portfolios that include REITs and real estate ETFs. The platform offers automated investing with portfolios built to each client's risk profile, a high-yield Cash Account with up to $8M in FDIC insurance, and both managed and self-directed investment options. Named the 'best overall robo-advisor' by Investopedia in 2025, Wealthfront has been simplifying personal finance since 2011 with low-cost, tax-optimized portfolio management.

✓ Pros

✓Best overall robo-advisor rated by Investopedia 2025
✓$90B+ in assets under management with 1.3M+ clients
✓Industry-leading tax-loss harvesting saves clients money
✓High-yield cash account with $8M FDIC insurance
✓Low 0.25% annual advisory fee

✗ Cons

✗Not purpose-built for real estate investing
✗Limited direct real estate investment options (REITs/ETFs only)
✗No human financial advisor access on basic plan

Wealthfront Features

✦ Managed Portfolios Professionally built and managed portfolios tailored to your risk tolerance.
✦ Self-Directed Investing Build your own portfolio with individual stocks, ETFs, and crypto.
✦ Tax-Loss Harvesting Automated daily tax-loss harvesting to minimize tax burden.
✦ Smart Beta Factor-based investing strategy to potentially enhance returns.
✦ Cash Account High-yield cash account with 3.30% base APY and up to $8M FDIC insurance.
✦ Free Instant Withdrawals 24/7 instant withdrawals with no fees.
✦ Direct Deposit Set up direct deposit and get paid up to 2 days early.
✦ Financial Planning Free financial planning tools for retirement, home buying, and education.
✦ Portfolio Review Analysis of external accounts to optimize your overall financial picture.
✦ Automatic Rebalancing Continuous portfolio rebalancing to maintain target asset allocation.

Wealthfront Pricing

Last verified 2026-02

Fee-based
Automated Investing
0.25% annual advisory fee
Cash Account
Free (no account fees)

Company Info

Company
Wealthfront Inc.
Founded
2011
Headquarters
Palo Alto, CA
Employees
500-1000
Funding
$200M+
Visit Wealthfront →

Wealthfront FAQ

How much does Wealthfront cost?

Wealthfront does not publish pricing; it is fee-based. Contact the vendor for a quote.

What are alternatives to Wealthfront?

Popular crowdfunding & investing alternatives include Fifth Wall, Fundrise, MetaProp.

Visit Wealthfront → Submit a correction or claim this listing

Similar Products

Fifth Wall

Real estate technology venture capital firm.

Fundrise

Real estate investment platform.

MetaProp

Real estate technology accelerator.

Zigg Capital

Real estate venture capital.
Work at Wealthfront? Get your "Listed on" badge

Add this badge to your website. It links straight to your listing here.

Listed on CRE Software Directory

<a href="https://cresoftware.tech/products/wealthfront/"><img src="https://cresoftware.tech/img/badge.svg" alt="Listed on CRE Software Directory" height="36"></a>

Want more visibility? See Featured placement →