Trends Report

What's The Secret To Wealthfront's Success?

Growth Is Accelerating As The Digital Investment Manager Tops $1 Billion In Assets Under Management

September 15th, 2014
Bill Doyle, null
Bill Doyle
With contributors:
Benjamin Ensor , Audrey Blumstein

Summary

Wealthfront is the first digital investment manager to hit $1 billion in assets under management, and its growth is accelerating. What's creating this momentum? A simple, uncomplicated offer for a target market that is not being served effectively by incumbent firms; an entirely automated solution; and a focus on delighting customers. Channel strategy managers at established asset management, life insurance, and wealth management firms need to keep an eye on Wealthfront as it gains momentum.

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