The union was facilitated after Wealthfront introduced Path, a financial planning experience allowing clients to receive financial advice and planning for all accounts.
Both companies use Quovo, a financial account connection service which allows customers from both platforms to view their PeerStreet holdings within the context of their Wealthfront portfolios.
“We strive to be responsive to our customers and give them the information they need to make better financial decisions,” said Brett Crosby, co-founder and COO of PeerStreet. “This is part of our larger philosophy of providing more access, transparency and control for our customers. We’re committed to consistently making improvements to our user experience, including integrations beyond the PeerStreet platform.”