Wealthfront Launches New Financial Planning Service: Home Planning for Path

New Products

Summary

With 85% of Wealthfronts client base under 45, the company is thrilled to launch another service that provides guidance around a milestone that is top of mind.Wealthfront is proud to be the only automated advisor to offer comprehensive financial planning, its unique suite of PassivePlus® investment features and banking-related services all through the convenience of a mobile app.The company offers each service for a small fraction of what the traditional industry charges and intends to expand on these areas to deliver even more value to their clients over time.This announcement comes on the heels of Wealthfronts recent $75 million capital raise, bringing in Tiger Global Management as a new lead investor.REDWOOD CITY, Calif., Jan. 29, 2018 /PRNewswire/ -- Today, Wealthfront launched home planning for Path, the companys latest move towards optimizing and automating all of its clients finances.

Classifications

industries
Fintech & Banking
applications
Accounting and Taxes

AskAI Classifications

Labels
Financial Technology Investment Software Robo-Advisor Software

Linked Companies

Wealthfront
$10M to $25M