Shyft Score
Directory quality rating
Our take
Wealthfront stands out for its AI-driven portfolio management and tax-loss harvesting, making it a strong choice for automated investing with a proven track record of managing significant assets.
Best for: Investors seeking automated portfolio management with AI-driven features.
Request a demo to evaluate Wealthfront for your team.
See how Wealthfront fits your stackAbout
NerdWallet 2026 Best-of Award winner with AI-driven portfolio management, tax-loss harvesting, and automated rebalancing managing $40B+ combined assets.
AI-driven portfolio management
Tax-loss harvesting
Automated rebalancing
Financial planning tools
Investment tracking and reporting
Use cases
Automatically invest in a diversified portfolio based on your risk tolerance and goals
Use tax-loss harvesting to minimize taxes on investment gains
Automatically rebalance your portfolio to maintain your target asset allocation
Best for
Pricing
Wealthfront starts at $29/mo
Starting at $29/mo
Ecosystem
MCP servers, AI skills, and integrations that work with Wealthfront
FAQs
Common questions about Wealthfront and its capabilities
Wealthfront pricing starts at $29/mo. Contact Wealthfront for enterprise pricing and volume discounts.
Our team can help you integrate Wealthfront with your existing tools and build custom automation workflows.
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