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.
Log in to continue reading
Client log in
Welcome back. Log in to your account to continue reading this research.
Become a client
Become a client today for these benefits:
- Stay ahead of changing market and customer dynamics with the latest insights.
- Partner with expert analysts to make progress on your top initiatives.
- Get answers from trusted research using Izola, Forrester's genAI tool.
Purchase this report
This report is available for individual purchase ($1495).