Wealthfront

VerifiedChallenger

01 — OVERVIEW·

About Wealthfront

Wealthfront is an automated investment service firm that builds and manages personalized, globally-diversified investment portfolios. It provides data-driven, actionable recommendations to improve net-of-fee, after-tax, risk-adjusted returns. With an annual advisory fee of 0.25%, users can monitor their real-time investment performance, review recent transactions, receive financial advice, and manage their deposits. Founded in December 2011, the company is based in Palo Alto, California.

Specializations

Financial ServicesWealth ManagementFinanceFinTechStock ExchangesPersonal Finance

02 — ANALYSIS·

4P SUGAR™ Quadrant

Scale 0 (lowest) to 100 (highest) · SUGAR™ by Bizoforce

About SUGAR Framework ↓

Bizoforce Inc. does not endorse any Service Provider, Vendor, Product, Platform, Solution, Partnership, Methodology, Technology or Service displayed or published on its website, and does not advise users to select services of those Providers with the highest or any other specified ratings or designations. Bizoforce research publications consist of the opinions of Bizoforce's Analysts and should not be construed as Statements of Fact. Bizoforce Inc. disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

03 — OFFERINGS·Products & Services

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04 — CUSTOMER VOICE·ReviewsWrite a review

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