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Uploaded byBaileyStein1
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Wealthfront Company Presentation

Wealthfront is an automated investment management company that provides passive investing and portfolio management services with an annual advisory fee of 0.25%. The company was founded in 2008 as kaChing and later rebranded as Wealthfront in 2011. It currently has over $21 billion in assets under management and offers products like PassivePlus Investing, a Portfolio Line of Credit, and a high yield Cash Account. Wealthfront competes with similar robo-advisors like Betterment and also targets customers who want affordable investment options without meeting a financial advisor in person.

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W E A L T H F R O N T Bailey Stein (BASTEIN)
Amanda • Young professional • Wants to optimize her finances • Doesn’t want to meet with a financial advisor
Products • PassivePlus Investing • Portfolio Line of Credit • Cash Account
0.25%Annual Advisory Fee
History • Andy Rachleff (left) • Chief Executive Officer • Dan Carroll (right) • Chief Strategy Officer
History Late 2008 Founded as kaChing Late 2011 Rename to Wealthfront Early 2014 – Late 2016 Adam Nash is CEO Late 2018 Path becomes free Early 2019 Cash account launched
What’s HOT
Competition Wealthfront Betterment Vanguard Assets Under Management $21 billion $18 billion $140 billion in robo advising, $5.6 trillion total Minimum Deposit $500 $0 $50,000 Cost 0.25% 0.25% - 0.40% 0.30% + Transaction Fees Portfolio Designer Automated Automated (0.25% Digital) CFPs (0.40% PLUS) CFPs Cash Account 1.82% APY Cash Reserve (1.85% APY) Checking (coming soon) N/A Cash Account Debit Card Coming soon Coming soon, but only for Checking account N/A
Prediction
Sources https://www.crunchbase.com/organization/wealthfront https://www.businessinsider.com/wealthfront-review https://riabiz.com/a/2019/4/26/wealthfront-adds-staggering-1-billion-to-its-robo-bank-in-less-than-a-month-but-critics-say-its-treading-the-line-again-on-possible-conflicts-of- interest https://www.investopedia.com/news/why-wealthfront-replaced-its-ceo/ https://www.youtube.com/watch?v=MFYIrb-ZDN4 https://www.prnewswire.com/news-releases/wealthfront-launches-free-financial-planning-300759657.html https://www.prnewswire.com/news-releases/wealthfront-launches-cash-account-with-2-24-interest-rate-and-fdic-insurance-up-to-1-million-300795632.html?tc=eml_cleartime https://www.financialsamurai.com/is-wealthfront-running-out-of-money/ https://techcrunch.com/2009/12/15/kaching-funding/ https://blog.wealthfront.com/year-in-review-2012/ https://www.investopedia.com/robo-advisors-2019-where-have-all-the-assets-gone-4767826 https://www.doughroller.net/investing/betterment-vs-wealthfront/ https://www.betterment.com/ https://www.investopedia.com/wealthfront-vs-vanguard-4693481 https://about.vanguard.com/who-we-are/fast-facts/ https://labusinessjournal.com/photos/2018/feb/26/32406/ https://www.wealthfront.com/ https://press.wealthfront.com/