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What is Wealthfront?

Unlike conventional banks that let your money sit without growing, we utilize innovative technology to promote the effortless expansion of your financial resources. Our platform empowers you to automatically save or invest any extra cash that you may have. All you need to do is specify the amount you want to reserve for bills and emergencies, and we'll seamlessly transfer the remaining funds to your selected categories or investment accounts. You retain complete control without the need for tedious manual transfers. You can boost your long-term wealth by choosing from our expertly designed portfolio or creating one tailored specifically to your needs. We handle the reinvestment of dividends automatically, rebalance your investments, and uncover strategies to enhance your after-tax returns. Furthermore, our Tax-Loss Harvesting technique can aid in minimizing your tax burdens while your investments flourish. Our service is crafted to effortlessly manage any surplus cash you possess, allowing you to determine how much to set aside for essential expenses while we take care of the rest. Equipped with smart features to prevent overdrafts, you can rest easy knowing your finances are secure and under your control. Furthermore, our dedication to fostering your financial growth allows you to concentrate on achieving your goals without the anxiety of your funds remaining inactive. This holistic approach to managing your finances not only simplifies your financial life but also maximizes potential growth opportunities.

What is Gatsby?

Opening an account takes only a few minutes and requires a minimum deposit of just $10. You can create personalized trading strategies targeting various companies and ETFs without the burden of commission fees or contracts. The idea of zero commissions has advanced, allowing you to earn Gatsby Rewards points with each qualifying trade you execute. Explore the specifics of the Gatsby Rewards program and stay updated on the trades your friends are making. The Gatsby community actively discusses significant news and corporate developments, keeping you informed. Users can accumulate points from eligible trades, which can later be transformed into cash at the end of each month. Additionally, Gatsby provides a seamless experience for trading stocks and options while integrating traditional investment methods. Funding your Gatsby account is simple; just link your bank account via the app by navigating to settings and selecting the deposit option. The connection verification for ACH bank accounts is handled by Plaid, which may require your banking details, and typically, these transactions are reflected in your available buying power almost immediately upon approval. This efficient process ensures that users can begin trading without delay, making it an ideal choice for both novice and seasoned investors. With these features, Gatsby not only enhances user experience but also encourages active participation in the trading community.

Media

Media

Integrations Supported

Numeric
Plaid
Utluna

Integrations Supported

Numeric
Plaid
Utluna

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$10 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Wealthfront

Date Founded

2011

Company Location

United States

Company Website

learn.wealthfront.com

Company Facts

Organization Name

Gatsby

Date Founded

2018

Company Location

United States

Company Website

www.trygatsby.com

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