Wealthfront
Robo-advisor platform with real estate investment options.
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
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+
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