aid: wealthfront name: Wealthfront description: > Wealthfront is an automated investment service offering REST APIs and integrations for portfolio management, financial planning, tax optimization, direct indexing, and cash account management. Founded in 2008 and headquartered in Palo Alto, California, Wealthfront manages approximately $95 billion in assets for over 1.4 million clients as of 2026. The platform provides automated investing with tax-loss harvesting, direct indexing for accounts over $100,000, high-yield cash management accounts with FDIC insurance up to $8 million, and stock investing with no advisory fees. Wealthfront went public on Nasdaq (WLTH) in December 2025. image: https://kinlane-productions.s3.amazonaws.com/apis-json/apis-json-logo.jpg url: https://raw.githubusercontent.com/api-evangelist/wealthfront/refs/heads/main/apis.yml baseURL: https://www.wealthfront.com humanURL: https://www.wealthfront.com created: 2026-06-13 modified: 2026-06-13 specificationVersion: "0.19" type: Index tags: - Finance - Investment - Portfolio Management - Tax Optimization - Robo-Advisor - Wealth Management - Cash Management - Direct Indexing - Financial Planning - FinTech apis: - aid: wealthfront:automated-investing-api name: Wealthfront Automated Investing API description: > Internal REST API powering Wealthfront's automated portfolio management service. Supports account creation, portfolio configuration, risk assessment, automated rebalancing, and tax-loss harvesting for diversified index fund portfolios. Consumed by Wealthfront iOS, Android, and web applications. image: https://kinlane-productions.s3.amazonaws.com/apis-json/apis-json-logo.jpg humanURL: https://www.wealthfront.com/investing baseURL: https://www.wealthfront.com tags: - Portfolio Management - Automated Investing - Rebalancing - Index Funds properties: - type: Documentation url: https://www.wealthfront.com/investing - type: EngineeringBlog url: https://eng.wealthfront.com - type: Plans url: https://raw.githubusercontent.com/api-evangelist/wealthfront/refs/heads/main/plans/plans.yml - type: RateLimits url: https://raw.githubusercontent.com/api-evangelist/wealthfront/refs/heads/main/rate-limits/rate-limits.yml - aid: wealthfront:tax-optimization-api name: Wealthfront Tax Optimization API description: > Automated tax optimization service providing daily tax-loss harvesting, direct indexing at the stock level for accounts over $100,000, and Smart Beta factor weighting for accounts over $500,000. The system monitors investments daily and automatically harvests losses to minimize tax liability while maintaining portfolio risk profile. image: https://kinlane-productions.s3.amazonaws.com/apis-json/apis-json-logo.jpg humanURL: https://www.wealthfront.com/tax-loss-harvesting baseURL: https://www.wealthfront.com tags: - Tax Optimization - Tax-Loss Harvesting - Direct Indexing - Smart Beta properties: - type: Documentation url: https://www.wealthfront.com/tax-loss-harvesting - type: SupportArticle url: https://support.wealthfront.com/hc/en-us/articles/211005023-Wealthfront-s-US-Direct-Indexing - type: SupportArticle url: https://support.wealthfront.com/hc/en-us/articles/209348486-Tax-Loss-Harvesting - type: Plans url: https://raw.githubusercontent.com/api-evangelist/wealthfront/refs/heads/main/plans/plans.yml - aid: wealthfront:cash-account-api name: Wealthfront Cash Account API description: > High-yield cash management account API supporting deposits, withdrawals, transfers, bill pay, and debit card management. Offers 3.30% base APY with FDIC insurance up to $8 million through deposits swept across up to 32 program banks. Features instant withdrawals, wire transfers, and automated transfer scheduling. image: https://kinlane-productions.s3.amazonaws.com/apis-json/apis-json-logo.jpg humanURL: https://www.wealthfront.com/cash baseURL: https://www.wealthfront.com tags: - Cash Management - High-Yield Savings - FDIC Insurance - Banking - Debit Card properties: - type: Documentation url: https://www.wealthfront.com/cash - type: Plans url: https://raw.githubusercontent.com/api-evangelist/wealthfront/refs/heads/main/plans/plans.yml - type: FinOps url: https://raw.githubusercontent.com/api-evangelist/wealthfront/refs/heads/main/finops/finops.yml - aid: wealthfront:account-linking-api name: Wealthfront Account Linking API description: > External account linking and data aggregation platform that connects Wealthfront with third-party financial institutions via vendors such as Plaid and Finicity. Handles authentication on behalf of clients, ingestion of external account data, and computation over linked account data to power Path financial planning features and net worth tracking. image: https://kinlane-productions.s3.amazonaws.com/apis-json/apis-json-logo.jpg humanURL: https://support.wealthfront.com/hc/en-us/articles/115000311663-How-do-I-link-an-outside-account-to-Wealthfront baseURL: https://www.wealthfront.com tags: - Account Linking - Data Aggregation - Plaid - Financial Planning - Net Worth properties: - type: Documentation url: https://support.wealthfront.com/hc/en-us/articles/115000311663-How-do-I-link-an-outside-account-to-Wealthfront - type: EngineeringBlog url: https://eng.wealthfront.com/2021/04/01/our-journey-to-a-generic-linking-platform/ - aid: wealthfront:financial-planning-api name: Wealthfront Financial Planning API (Path) description: > Financial planning and retirement projection API powering Wealthfront's Path product. Aggregates linked external accounts, models retirement scenarios, and provides personalized projections for goals including home purchase, college savings (529 plans), and retirement. Leverages linked external account data to generate holistic financial plans. image: https://kinlane-productions.s3.amazonaws.com/apis-json/apis-json-logo.jpg humanURL: https://www.wealthfront.com/ baseURL: https://www.wealthfront.com tags: - Financial Planning - Retirement Planning - Path - College Savings - 529 Plans properties: - type: Documentation url: https://www.wealthfront.com/ - type: Plans url: https://raw.githubusercontent.com/api-evangelist/wealthfront/refs/heads/main/plans/plans.yml common: - type: Plans url: https://raw.githubusercontent.com/api-evangelist/wealthfront/refs/heads/main/plans/plans.yml - type: RateLimits url: https://raw.githubusercontent.com/api-evangelist/wealthfront/refs/heads/main/rate-limits/rate-limits.yml - type: FinOps url: https://raw.githubusercontent.com/api-evangelist/wealthfront/refs/heads/main/finops/finops.yml - type: Website url: https://www.wealthfront.com - type: EngineeringBlog url: https://eng.wealthfront.com - type: GitHub url: https://github.com/wealthfront - type: Pricing url: https://www.wealthfront.com/pricing - type: Blog url: https://www.wealthfront.com/blog - type: Support url: https://support.wealthfront.com - type: Contact url: https://www.wealthfront.com/contact-us - type: Research url: https://research.wealthfront.com - type: Security url: https://www.wealthfront.com/security - type: TermsOfService url: https://www.wealthfront.com/legal - type: PrivacyPolicy url: https://www.wealthfront.com/privacy maintainers: - FN: Kin Lane email: kin@apievangelist.com