Wealthfront

GPTKB entity

Statements (63)
Predicate Object
gptkbp:instance_of gptkb:financial_technology
gptkbp:acquired_by gptkb:UBS_Group_AG
A Wealthfront Company
gptkbp:competitors gptkb:Robinhood
gptkb:Betterment
gptkb:Charles_Schwab
Fidelity
Acorns
gptkbp:founded_by gptkb:Andy_Rachleff
gptkb:Dan_Carroll
gptkb:Jeffrey_Rachleff
gptkbp:founded_in gptkb:2011
gptkbp:has_feature Tax-loss harvesting
Automated rebalancing
Direct indexing
Portfolio line of credit
gptkbp:has_goal retirement planning
wealth accumulation
tax efficiency
financial independence
investment growth
gptkbp:has_partnerships_with gptkb:Morningstar
gptkb:Plaid
gptkb:Black_Rock
gptkb:Wealthsimple
gptkbp:has_product gptkb:Wealthfront_Cash_Account
Wealthfront Financial Planning
Wealthfront Investment Account
gptkbp:has_service investment management
retirement accounts
financial advice
college savings plans
trust accounts
gptkbp:has_technology gptkb:cloud_computing
gptkb:machine_learning
algorithmic trading
data analytics
gptkbp:has_user_interface gptkb:Data_Analytics
gptkb:Web
gptkb:mobile_app
customer support chat
gptkbp:headquarters gptkb:Palo_Alto,_California
https://www.w3.org/2000/01/rdf-schema#label Wealthfront
gptkbp:industry investment management
gptkbp:investment_strategy diversified portfolios
passive investing
gptkbp:launch_date gptkb:2011
gptkbp:offers financial planning tools
automated investment services
gptkbp:operates gptkb:Web
gptkbp:revenue management fees
advisory fees
interest on cash holdings
gptkbp:serves individual investors
gptkbp:user_base young professionals
millennials
tech-savvy investors
financially literate individuals
gptkbp:website www.wealthfront.com
gptkbp:bfsParent gptkb:Citi
gptkb:Plaid
gptkb:investors
gptkbp:bfsLayer 4