WealthNavi

WealthNavi

WealthNavi

Founded in: 
2015
Headquarters: 
Tokyo, Japan
Minimum Deposit: 
¥10,000 (approx. $70)
Fees: 
0.63% to 1.1% per year (including tax)
Instruments used: 
ETFs
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Details

WealthNavi is Japan's largest robo-advisor by assets under management, overseeing over ¥1.3 trillion (approximately $8.7 billion). It automates globally diversified ETF portfolio management based on modern portfolio theory, with features including automatic rebalancing, tax optimization (DeTAX), and NISA tax-exempt account support. Acquired by MUFG (Mitsubishi UFJ Financial Group) in 2024 for approximately $664 million.

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