Shyft Score
Directory quality rating
51/100
Quiet
Our take
The verdict on Wealthfront
AI-generated
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.
Strengths
- AI-driven portfolio management
- Tax-loss harvesting
- Automated rebalancing
Limitations
- Subscription pricing model
- No free tier
- Limited customization options
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
What is Wealthfront?
NerdWallet 2026 Best-of Award winner with AI-driven portfolio management, tax-loss harvesting, and automated rebalancing managing $40B+ combined assets.
Key capabilities
AI-driven portfolio management
Tax-loss harvesting
Automated rebalancing
Financial planning tools
Investment tracking and reporting
At a glance
Use cases
What you can do with Wealthfront
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
Individual investorsFinancial advisorsTech-savvy millennials
Pricing
Wealthfront pricing
Wealthfront starts at $29/mo
Starting at $29/mo
Ecosystem
Connected ecosystem
MCP servers, AI skills, and integrations that work with Wealthfront
Integrations
PlaidQuickBooksXeroZapierStripeSalesforceMintRobinhood
FAQs
Frequently asked questions
Common questions about Wealthfront and its capabilities
Wealthfront pricing starts at $29/mo. Contact Wealthfront for enterprise pricing and volume discounts.
Need help automating Wealthfront?
Our team can help you integrate Wealthfront with your existing tools and build custom automation workflows.
No commitment requiredResponse within 24h
Get weekly AI tool updates
Pulse delivers personalized AI tool intelligence every week. Free.
Explore
Discover more
Alternatives, related tools, and resources for Wealthfront
Related Resources
Browse by Category
Related Tools
Using Wealthfront? See how your stack compares.
Our free scan analyzes your website, detects your tools, and shows gaps in your AI readiness.
Take free scan →