Robo-advisor to offer both investment management and financial planning.
Our mission is pretty simple: we believe that everyone deserves access to sophisticated financial advice. Over the past five years, Wealthfront has built a technology company focused on re-architecting the finance industry, and along the way we’ve created a new category known as automated investment services (aka ‘robo-advisors’, but truth be told we’re fairly light on robots). What that actually means is we build software that enables us to democratize access to services typically reserved for the ultra-wealthy, and through automation we can deliver those services to investors at an incredibly low cost. And it’s working; we have clients across the country who trust us with over $8 billion in assets -- and we’re just getting started!