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Accounting · head to head

Invoice2go vs Wealthfront

Invoice2go logo

Invoice2go

Accounting

Mobile-first invoicing app for small businesses and freelancers

From
On request
Rated
-
Wealthfront logo

Wealthfront

Personal Finance

Automated investing for your money

From
On request
Rated
-

The short version

  • Each has a real cost: Invoice2go starter plan caps invoices at just 30 per year, forcing an upgrade for most active businesses.; Wealthfront the Automated Investing Account carries a 0.25% annual advisory fee on top of the underlying fund expenses
  • They diverge on capability: Invoice2go covers Invoice creation and customization, Wealthfront covers Automated portfolio management.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which Invoice2go and Wealthfront actually diverge.

Attributes where Invoice2go and Wealthfront differ
AttributeInvoice2goWealthfront
Pricing modelsubscriptiontransaction
CategoryAccountingPersonal Finance
FoundedUnknown2011

Identical on both: starting price (On request), free tier (No), platforms (web, ios, android), user rating (Not yet rated).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Invoice2go

  • Invoice creation and customization
  • Estimates and projects
  • In-app payments
  • Automated reminders
  • Accounting integrations
  • Team member access

Only in Wealthfront

  • Automated portfolio management
  • Tax-loss harvesting
  • Financial planning
  • Index fund investing
  • Bank accounts
  • Investment accounts
  • Web support
  • IOS support

What people use each for

The jobs each tool is most often brought in to do.

Invoice2go

  • Freelancers invoicing clients from a mobile devicenot Wealthfront
  • Small service businesses tracking estimates and projectsnot Wealthfront
  • Businesses wanting integrated card and ACH paymentsnot Wealthfront
  • Businesses syncing invoices with QuickBooks or Xeronot Wealthfront

Wealthfront

  • Automated index fund investing with periodic rebalancingnot Invoice2go
  • Tax loss harvesting in a taxable brokerage accountnot Invoice2go
  • Buying fractional shares of individual stocks with no commissionnot Invoice2go

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Invoice2go

  • Starter plan caps invoices at just 30 per year, forcing an upgrade for most active businesses.
  • Card processing fees are higher than some dedicated payment processors.
  • Accounting integrations are limited to QuickBooks and Xero, excluding other platforms.
  • Premium plan requires roughly $100k+/year revenue to be cost-effective, per its own positioning.

Wealthfront

  • The Automated Investing Account carries a 0.25% annual advisory fee on top of the underlying fund expenses
  • Tax-Loss Harvesting and automated rebalancing apply to the Automated Investing Account, not the self-directed Stock Investing Account
  • It is a US brokerage product and is not offered to investors outside the United States

Pricing, plan by plan

Invoice2go

On request
  • Starter$undefined/month
    • 30 invoices/year
    • 3.5% card payment fee
    • Free ACH bank transfers
  • Professional$undefined/month
    • 100 invoices/year
    • 3% card payment fee
    • QuickBooks/Xero integration
  • Premium$undefined/month
    • Unlimited invoices
    • 2.9% card payment fee
    • Recurring invoices

Wealthfront

On request
  • BasicFree
    • Automated investing
    • Tax-loss harvesting
    • Rebalancing
  • Premium Plus$50/month
    • All Basic features
    • Financial planning
    • Human advisor access

Which should you pick?

Choose Invoice2go if

  • You need invoice creation and customization.
  • You work on web, ios, android.
  • You also want estimates and projects.

Choose Wealthfront if

  • You need automated portfolio management.
  • You work on Web, IOS, Android.
  • You also want tax-loss harvesting.

Questions people ask

Is Invoice2go or Wealthfront better?
Neither clearly leads. Invoice2go starts at On request and Wealthfront at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Invoice2go or Wealthfront?
Invoice2go starts at On request and Wealthfront at On request.
Does Invoice2go or Wealthfront run on more platforms?
Invoice2go runs on web, ios, android. Wealthfront runs on Web, IOS, Android.
What is Invoice2go best used for?
Invoice2go is most often used for freelancers invoicing clients from a mobile device, small service businesses tracking estimates and projects, businesses wanting integrated card and ach payments, businesses syncing invoices with quickbooks or xero. Of those, freelancers invoicing clients from a mobile device and small service businesses tracking estimates and projects are not what Wealthfront is typically brought in for.
What can Invoice2go do that Wealthfront cannot?
Invoice2go covers Invoice creation and customization, Estimates and projects, In-app payments, Automated reminders. Wealthfront covers Automated portfolio management, Tax-loss harvesting, Financial planning, Index fund investing.

Answered from the vendors’ own pages

Invoice2go: What does Invoice2go cost?

Invoice2go offers three tiers - Starter (30 invoices/year), Professional (100 invoices/year), and Premium (unlimited invoices) - distinguished by invoice volume and card processing fees from 3.5% down to 2.9%.

Source
Wealthfront: What fees does Wealthfront charge?

Wealthfront offers zero account fees on cash accounts and zero commissions on stock trades. The site indicates 'no minimum' requirement to get started with certain products.

Source
Invoice2go: Is there a free trial?

Yes, Invoice2go offers a 30-day free trial that requires a credit card but includes a 100% money-back guarantee if canceled within 30 days.

Source
Wealthfront: Is the 3.30% APY rate guaranteed or promotional?

The 3.30% base APY is provided by program banks and subject to change. An APY Boost up to 4.20% is available for balances up to $150,000 through two easy methods.

Source
Invoice2go: Does Invoice2go integrate with accounting software?

Yes, the Professional and Premium plans include integration with QuickBooks and Xero.

Source
Wealthfront: What account types and features are included?

Wealthfront supports taxable accounts, retirement accounts (Traditional/Roth IRA, SEP), 529 education accounts, and joint accounts. Features include free 24/7 instant withdrawals and up to $8M FDIC insurance.

Source
Wealthfront: What support resources are available?

Customers can access a help center at support.wealthfront.com, methodology whitepapers, and investor relations information. The platform emphasizes 24/7 access to account management.

Source
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