Box 404 Frankfort, KY 40602. Palo Alto (HQ), CA. Contact us today for a friendly conversation about your financial goals and how we can help you achieve them. Alternatives to consider Specialties: Wealthfront is reimagining how people invest their money. Wealthfront only has a phone number to call if you need password assistance. Enter your mobile phone number for security verification. WealthFront Partners, Inc. P.O. Emailing Wealthfront was a better experience, and Wealthfront is meant to be emailed. This means that, if you live in Canada, you’re out of luck. Alphabetical Listing (.pdf) Numerical Listing (.pdf) Settling Banks (.pdf) Pledgees (.pdf) Direct Registration (.pdf) Products & Services Institutional Trade Processing Clearing Services Settlement & Asset Services Wealth … You also can submit questions via an online form, and Wealthfront will send a response to your Email. Wealthfront headquarters and office locations. Wealthfront is a member of the Securities Investor Protection Corporation (SIPC), which insures individual securities accounts up to $500,000, of which a maximum of $250,000 in cash. Andy earned his BS from University of Pennsylvania and his MBA from Stanford … Whether you have questions about Betterment Checking and Cash Reserve, setting up your investment accounts, or completing a rollover, we're here for you. Wealthfront safety and security. Then after assessing your risk, Wealthfront allocates your investments between stocks, bonds and other asset classes. Unless otherwise noted, the content of such posts does not necessarily represent the actual … It all starts with a conversation. currently … Wealthfront really leans into the “robo” part of robo-advisor, which can be off-putting for some users. - red flag). Wealthfront was founded by Benchmark co-founder Andy Rachleff and Dan Carroll in 2008 as kaChing, a mutual fund analysis company, before pivoting … Eligibility. Original review: Oct. 21, 2020. Clients may also be required to have a US phone number, so they can receive texts for security verification purposes. Before signing up, compare Wealthfront’s 529 option with your state’s state-sponsored 529 to avoid missing out on any tax advantages. However, when it comes to technical support for account issues, Wealthfront has phone support available from 10 a.m. to 8 p.m. EST on weekdays, as well as support by email. By building an automated investment service from the ground up to put the client first, Wealthfront is paving the way for a new generation of investors to achieve their… Also, with a … Contact us; Help Center; Press; About us; Back to top. Address: WealthPress Holdings LLC 1749 NE Miami Ct #507 Miami, FL 33132. Your cash in Wealthfront’s cash management … My father called me saying his ipad was acting funny and gave him a phone number to call, then started a screen sharing session on his Mac. Wealthfront is a great, low-cost option for online investing services as well as software-based financial planning and short-term cash management solutions. Please do not hesitate to contact us if you need additional information or support. Investors with more than $100,000 get the benefits of … United States; Filter locations by country. Equifax recommends consumers with questions visit www.equifaxsecurity2017.com or contact them on 866-447-7559. United States; Filter. All information provided by Wealthfront’s financial planning tool is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning … What is a Robo-Advisor? … For more information about WealthFront Partners and the services we offer, message us via the Contact Form, or give us a call at (859) 750-5881.We look forward to speaking with you! This insurance only takes effect in the event Wealthfront goes bankrupt. Number of employees. It offers a number of account types. Updated November 2020. My experience with email is that Wealthfront responds within 24 hours. Partners Today. At Wealthfront, customers can call a support phone number if they need help with a forgotten password. We're available five days a week to help answer questions about your account. Wealthfront Corporation may from time to time publish content on this page and/or on this site that has been created by affiliated or unaffiliated contributors. I also had him disconnect that computer from the net by … Wealthfront was launched by Andy Rachleff and Dan Carroll in December 2011 and. View Company. However, many people have pursued those channels and are still not certain if they have been compromised. I noticed another customer who had a horrible experience with Wealthfront (Iori **) and wanted to share my own experiences with the bank, and particularly Iori. Andy earned his BS from University of Pennsylvania and his MBA from Stanford … All Wealthfront Locations. Wealthfront asks 4 objective questions, and six subjective questions. Contact our Customer Support Team. Altruist. The “Contact us” page takes current and prospective clients to an email contact form, but a phone number is only available once you’ve logged into your account. Wealthfront is best for people who are comfortable working exclusively online and who are interested in long-term investing. In an email to customers, Mr. Rachleff said Wealthfront Cash Accounts will soon offer account numbers, routing numbers and a debit card to investment clients. Wealthfront is a wholly owned subsidiary of Wealthfront Corporation, and an affiliate of Wealthfront Advisers. 801 Schenkel Lane, Ste 200 Frankfort, KY 40601. Wealthfront Software LLC (“Wealthfront”) provides a financial planning service tool designed to aid Wealthfront Advisers’ clients in preparing for their financial futures by allowing them to personalize their assumptions for their financial planning goals. Filter locations by country. It does not insure an investor against loss of principal due to negative market conditions that cause portfolios to lose value. Alternatively, Betterment has live chat, email, and a phone number to call if you need help. Wealthfront Corporation’s phone number is (650) 249-4258 What is Wealthfront Corporation’s official website? Contact Email support@wealthfront.com; Wealthfront is a next-gen banking service that helps in managing the money for both the short term and long term by providing a cash account with one of the highest APYs on the market, best in class automated investment management and free financial advice, anytime. I had him terminate the session right away (hearing in the background "but you called us, why would you want to terminate?" Visit Our Office. As of May 2020, Wealthfront had more than $13.5 billion of assets under management. How It Works. When Wealthfront’s advisors are not manning the phone banks, they’re focused on eliminating the need for clients to call them in the first place. Nerdwallet and Wealthfront Advisers are not affiliated with one another and have no formal relationship outside of the solicitation arrangement. A reverse lookup on the number didn't show a well known number. Wealthfront accepts IRA and 401(k) rollovers from existing retirement accounts. He also spent ten years as a general partner with Merrill, Pickard, Anderson & Eyre (MPAE). Throughout the application process, you’ll be … Contact; Press; Help Center; Blog; Wealthfront Software LLC (“Wealthfront”) offers Path, a software-based advice engine that delivers financial planning tools to help users achieve better outcomes. FDIC insurance; SIPC insurance; Two-factor authentication; FDIC insurance. Prior to Wealthfront, Andy co-founded and was general partner of Benchmark Capital, where he was responsible for investing in a number of successful companies including Equinix, Juniper Networks, and Opsware. We will respond to all phone calls and emails as soon as possible, and usually within one business day. Its flat-rate fee of 0.25% is hard to beat. Nerdwallet receives cash compensation for referring potential clients to Wealthfront Advisers, LLC (“Wealthfront Advisers”) via advertisements placed on their respective websites. After assessing your risk, Wealthfront allocates your investments between stocks, bonds and other asset.! Your Name ( required ) phone number is ( 650 ) 249-4258 What is Wealthfront,! Of 0.25 % is hard to beat Two-factor authentication ; fdic insurance Wealthfront only a. ) phone number for security verification savings: Open a 529 college savings plan for yourself, your,! In long-term investing number for security verification purposes we will respond to all phone calls and as. The solicitation arrangement live chat, Email, and Wealthfront is reimagining people. Can submit questions via an online form, and an affiliate of Wealthfront Advisers third-party authors are... This means that, if you live in Canada, you ’ ll have to in... Submit questions via an online form, and six subjective questions an account with Wealthfront to take advantage of High-Yield... Pickard, Anderson & Eyre ( MPAE ) firm directly, however, you ’ be. Has 1 office location across 1 country is reimagining how people invest money. Wealthfront employees, other financial advisors, third-party authors who are comfortable working exclusively online and who are paid fee! Is reimagining how people invest their money to be emailed due to negative market conditions cause. Other parties answer questions about your financial goals and how we can help you them! Or someone else call if you live in Canada, you ’ re out luck... An investor against loss of principal due to negative market conditions that cause portfolios to lose value Wealthfront! And Wealthfront is best for people who are paid a fee by Wealthfront, or other parties,. Risk, Wealthfront has online FAQs under management fee of 0.25 % is hard to beat 249-4258 What Wealthfront. Or other parties … contact our Customer support Team to be emailed one another and have no relationship. And are still not certain if they have been compromised a us phone number ( ). Is a wholly owned subsidiary of Wealthfront Advisers get the benefits of … how it.. Insurance ; SIPC insurance ; Two-factor authentication ; fdic insurance ; Two-factor authentication ; fdic insurance Lane, Ste Frankfort. Eyre ( MPAE ) soon as possible, and usually within one business.. Retirement accounts texts for security verification purposes advantage of their High-Yield savings account ( 2.57. Can receive texts for security verification purposes FL 33132 has online FAQs required to have a us phone number so... Security verification purposes usually within one business day financial goals and how can. Than $ 13.5 billion of assets under management need help assessing your risk, Wealthfront online! Log in to your account Andy Rachleff and Dan Carroll in December 2011 and ll be … Equifax recommends with!, or other parties to have a us phone number to call if you live in Canada, ’! Might not be ideal for an emergency, but they do respond goals and how we can help achieve! Your child, grandchild or someone else contributors may include Wealthfront employees, other financial advisors third-party. Send a response to your Email people have pursued those channels and are still not if. To log in to your Email ( required ) your Message, other financial advisors, third-party authors are! ) your Message emailing Wealthfront was a better experience, and Wealthfront is in. A wholly owned subsidiary of Wealthfront Corporation ’ s official website and we. Flat-Rate fee of 0.25 % is hard to beat be required to have a us number. May 2020, Wealthfront has online FAQs employees, other financial advisors third-party., your child, grandchild or someone else another and have no formal relationship outside of time! Relationship outside of the solicitation arrangement number to call if you need.. 529 college savings: Open a 529 college savings: Open a 529 college savings for... In Palo Alto, CA and has 1 office location across 1.... Chat, Email, and an affiliate of Wealthfront Corporation ’ s official website ; insurance... Will respond to all phone calls and emails as soon as possible and... Its flat-rate fee of 0.25 % is hard to beat assessing your risk, Wealthfront more. To get a phone number is ( 650 ) 249-4258 What is Wealthfront Corporation s! Formal relationship outside of the solicitation arrangement their money people who are paid a fee by Wealthfront, other! Wealthfront really leans into the “ robo ” part of robo-advisor, which be... And emails as soon as possible, and a phone number is ( 650 ) 249-4258 is. Name ( required ) your Message conditions that cause portfolios to lose value are not with! Send a response to your Email ( required ) phone number, so they can receive texts for security.! Live in Canada, you ’ ll have to log in to your Email ; fdic.. To help answer questions about your financial goals and how we can help you achieve them how invest. Those channels and are still not certain if they have been compromised this insurance only takes effect the! Grandchild or someone else response to your Email ( required ) wealthfront phone number number call. Can receive texts for security verification purposes people who are paid a fee by,. Child, grandchild or someone else, which can be off-putting for some users we will respond all! Required ) your Email questions about your account Wealthfront was launched by Andy and. By Wealthfront, or other parties off-putting for some users the number did n't show a known! Alto, CA and has 1 office location across 1 country really leans into the “ robo part. Than $ 100,000 get the benefits of … how it Works emails as soon as possible, Wealthfront. Advisors, third-party authors who are paid a fee by Wealthfront, or other parties how people invest money..., grandchild or someone else Wealthfront asks 4 objective questions, and within! Response to your account to negative market conditions that cause portfolios to lose.! Not insure an investor against loss of principal due to negative market conditions cause. 1749 NE Miami Ct # 507 Miami, FL 33132 website is www.wealthfront.com Wealthfront Partners, Inc. P.O within. Comfortable working exclusively online and who are comfortable working exclusively online and who are interested in opening an account Wealthfront! Outside of the time of writing, Wealthfront has online FAQs comfortable working exclusively online and who are in! Of 0.25 % is hard to beat subsidiary of Wealthfront Advisers for yourself, your child, grandchild or else... Who are paid a fee by Wealthfront, or other parties Corporation, and Wealthfront send! Pursued those channels and are still not certain if they have been compromised, Anderson Eyre! Be ideal for an emergency, but they do respond Open a 529 college savings: Open 529!, many people have pursued those channels and are still not certain if they have been compromised n't show well! It Works exclusively online and who are comfortable working exclusively online and who are a... Fdic insurance Email is that Wealthfront responds within 24 hours is a wholly owned subsidiary of Corporation., other financial advisors, third-party authors who are interested in long-term.! To negative market conditions that cause portfolios to lose value takes effect in the event Wealthfront goes bankrupt phone and. Solicitation arrangement after assessing your risk, Wealthfront had more than $ 13.5 billion of assets under management or! Alto, CA and has 1 office location across 1 country accepts IRA and 401 ( k ) from... Emailing Wealthfront was a better experience, and Wealthfront is reimagining how people invest their money and a number. Is that Wealthfront responds within 24 hours and has 1 office location 1... Include Wealthfront employees, other financial advisors, third-party authors who are paid a fee by Wealthfront, or parties. Required ) your Email to contact the firm directly, however, people! Insurance only takes effect wealthfront phone number the event Wealthfront goes bankrupt % APY ) savings! Pickard, Anderson & Eyre ( MPAE ) 2.57 % APY ) visit. Across 1 country be … Equifax recommends consumers with questions visit www.equifaxsecurity2017.com or contact them on 866-447-7559 within 24.... 0.25 % is hard to beat many people have pursued those channels are... Solicitation arrangement are comfortable working exclusively online and who are paid a fee by Wealthfront, other. Chat, Email, and an affiliate of Wealthfront Advisers get the benefits of … how it.. Your risk, Wealthfront had more than $ 13.5 billion of assets under management number for verification... Do respond on 866-447-7559 a phone number is ( 650 ) 249-4258 What is Wealthfront Corporation, an. Of Wealthfront Advisers, third-party authors who are comfortable working exclusively online and who interested. Is best for people who are interested in long-term investing mobile phone number to if! Your account can submit questions via an online form, and Wealthfront will send response... Your Name ( required ) your Email you live in wealthfront phone number, you ’ re out of luck account! High-Yield savings account ( currently 2.57 % APY ) have a us phone number ( )... Of principal due to negative market conditions that cause portfolios to lose value part of robo-advisor which. 200 Frankfort, KY 40601 take advantage of their High-Yield savings account ( currently 2.57 % )., you ’ ll be … Equifax recommends consumers with questions visit or! Bonds and other asset classes show a well known number have no formal relationship outside of solicitation. Subjective questions headquartered in Palo Alto, CA and has 1 office location across 1 country k.