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Wealthfront

Agenticness10/36·Guided Assistant

Automated investing with tax-aware portfolio management

Wealthfront offers automated investing with recommended or customizable portfolios for individual investors. It also includes tax-loss harvesting, automatic rebalancing, and a separate stock investing account with fractional shares and no commissions.

Paid
Enterprise
Web
Integrations
B2B
B2C
Cloud Hosted
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Recent activity

What's happened with Wealthfront lately

  • Score change
    Rubric upgrade v3_0 → v3.1: score 5/32 → 10/365 → 10/36(+5)

    Rubric upgrade: agenticness v3.0 (8 dims, /32) → v3.1 (9 dims, /36). Adds Dim 9 (Operator Sovereignty), splits Dim 6 into 6a/6b lenses, tightens Dim 4 autonomous-retry distinction. Not a product change — score shift reflects new dimension + recalibrated rubric, not a change in the tool. Fanout suppressed.

    See the news that prompted this

News mentions sourced from our news feed; score changes from periodic re-evaluations.

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About

What It Is

Wealthfront is a digital investing platform focused on automated portfolio management for individual investors. The main product is an Automated Investing Account with a low annual advisory fee, and the site also highlights a Stock Investing Account...

What to Know

The platform is strongest if you want hands-off investing with built-in portfolio management and tax-loss harvesting. It is not a general-purpose finance assistant or an autonomous agent that takes actions across external systems; it is a...

Key Features
Automated portfolio management
Recommended portfolios personalized to risk profile
Custom portfolio allocation with hundreds of funds
Tax-loss harvesting
Automatic rebalancing and reinvesting
Use Cases
Automating long-term investing for an individual retirement or taxable account
Managing a diversified portfolio without manual rebalancing
Using tax-loss harvesting to reduce taxable gains
Agenticness: Guided Assistant

Executes tasks you assign, one step at a time, within narrow domains.

High evidence
Last evaluated: May 22, 2026

Dimension Breakdown

Action Capability
Autonomy
Adaptation
State & Memory
Safety
How agenticness works →

Categories

Finance & Planning
Pricing
  • Automated Investing Account: 0.25% annual advisory fee.
  • Stock Investing Account: No commissions; $1 minimum to get started.
  • Other fees: Pricing not publicly available from the crawled page.
Details
wealthfront.com
AddedJanuary 16, 2026
RefreshedMarch 28, 2026
Agenticness
Guided Assistant
Quick Facts
DeploymentCloud-hosted
AutonomyCopilot (human-in-loop)
Model supportSingle model
Open sourceNo
Team supportIndividual only
Pricing modelUsage-based
Interfaceweb, api
Sources
WebWealthfront Fees | Wealthfront
Last updated May 22, 2026
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