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Full detail: Where this data comes from
Wealthfront is an automated investment service offering portfolio management, financial planning, tax optimization, direct indexing, and cash account management. Founded in 2008 and headquartered in Palo Alto, California, Wealthfront manages approximately $95 billion in assets for over 1.4 million clients. The company went public on Nasdaq (WLTH) in December 2025.
- Automated Investing API - Portfolio management, rebalancing, and automated investing
- Tax Optimization API - Tax-loss harvesting, direct indexing, and Smart Beta
- Cash Account API - High-yield cash management with FDIC insurance up to $8M
- Account Linking API - External account linking and data aggregation via Plaid/Finicity
- Financial Planning API (Path) - Retirement projections and goal-based financial planning
| Plan | Minimum | Fee |
|---|---|---|
| Automated Investing | $500 | 0.25% annually |
| US Direct Indexing | $100,000 | Included in 0.25% |
| Smart Beta | $500,000 | Included in 0.25% |
| Stock Investing | $1 | Free |
| Cash Account | $1 | Free |
This repository contains an APIs.json 0.19 index cataloging Wealthfront's API surface.