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Wealthfront’s new S&P 500 Direct portfolio combines the performance of the S&P 500® with the added benefit of tax savings and is available for just 0.09% – the same price as the most popular ETF that tracks the S&P 500®
The company’s latest offering is a low-risk way to maximize interest with more tax efficiency than a savings account or CD.
The company’s focus on client trust, automation, and an expanded product line have created a highly profitable and growing business
Wealthfront in the news

The Future Of Investing: Fintech 50 2025
Wealthfront, which was founded in 2008, made the first Fintech 50 list in 2015. It’s been growing too fast to ignore. With $80 billion in total assets, up from $55 billion a year ago, it has left every other new-age robo-advisor in the dust. Its revenue grew 46% last year and has soared 260% in a two-year span, from $80 million in 2022 to $289 million in 2024.

The Future Of Investing: Fintech 50 2024
Wealthfront, the Palo Alto, California-based robo-advisor which was on our very first Fintech 50 list for 2015, is making a triumphal return. In 2023, its revenue grew 150% to $200 million and assets under management grew 76% to $55 billion thanks to new products like an automated bond portfolio that is yielding around 5.5%.

Tech stocks’ wild ride makes the case for index-fund investing, says Wall Street guru Burt Malkiel
In a letter to Wealthfront investors released Tuesday, Malkiel reminds readers that trying to pick a sector of the stock market that will outperform the rest is akin to trying to time the market: a losing prospect. The best practices for building wealth via investing remain the basics, including “broad diversification, indexing, minimizing costs and taxes, rebalancing, and staying the course.”

Robo-Advisor Wealthfront Automates the Tedious Task of Creating a Bond Ladder
“We’re excited to offer this now because Treasury yields are the highest they have been in years,” says Dave Myszewski, vice president of product at Wealthfront.