Reviews Summary

WealthFront.com has a 3.7 - star rating from 3 reviews, indicating a low level of customer satisfaction!

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Rating (1.0)

About company

Wealthfront Inc. is an automated investment service firm headquartered in Redwood City, California. Founded in 2008 by Andy Rachleff and Dan Carroll, it aims to provide accessible and efficient investment solutions to individuals. Wealthfront utilizes advanced algorithms and technology to offer personalized investment portfolios tailored to each client's financial goals and risk tolerance. With a focus on low-cost, diversified investments, it helps users optimize their investment returns over the long term. Wealthfront's user-friendly platform and transparent fee structure make it a popular choice for both novice and experienced investors seeking to grow their wealth efficiently.

Key Details:

  • Location: The company is headquartered in Redwood City, California, United States.
  • Founders: WealthFront.com was founded by Andy Rachleff and Dan Carroll.
  • Foundation Date: The company was established in the year 2008.

Customer reviews

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(3.0)
I was a client of Wealthfront for five years.
by Anonymous

I was a client of Wealthfront for five years. The service was good, and I made money. But I moved my account when I found out about Green Dot Bank. Seriously, Green Dot Bank? I knew it was time to transfer because they didn't prioritize customer interests. Recently, I heard UBS, a bank with $3.3 trillion in assets, will buy Wealthfront. If that happens, I might invest with them again.

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(3.0)
Okay for passive investing
by John

Okay for passive investing, but returns might be lacking. Green Dot Bank partnership not great. Bank has different names, like University National Bank (?) Too passive portfolios, even at max risk level. Fees seem high for hands-off. Looking for a better option.

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(5.0)
My experience with their services has been consistently positive
by E M

My experience with their services has been consistently positive. The checking account interest rates are notably competitive, and their investment options provide a convenient alternative for those who prefer not to manage their investments independently. What's particularly commendable is their responsive and helpful customer service team. Whenever I've needed assistance, they've been prompt and effective in addressing my inquiries or concerns. Overall, I've found their offerings to be reliable and beneficial for my financial needs.

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