Automated investment platform that uses advanced algorithms to build and rebalance diversified portfolios based on modern portfolio theory. Features tax-loss harvesting, automatic rebalancing, goal-based investing, and direct indexing for high-net-worth clients. Offers 0.25% management fee with no minimums, making professional portfolio management accessible to all investors. Integrates with 401(k) plans and provides comprehensive financial planning tools including Path financial planning software. Popular among millennials and tech professionals for its user-friendly interface, transparent fee structure, and sophisticated tax optimization strategies.
