GuidedWealth is a "robo-advisor" service offered by Transamerica Retirement Advisors, LLC, an SEC-registered investment adviser and a subsidiary of Transamerica Corporation. The platform is designed to help individuals manage their retirement savings, primarily within workplace retirement plans (like 401(k)s) and Individual Retirement Accounts (IRAs). It combines digital, algorithm-based portfolio management with access to human financial advisors. The service assesses a client's financial situation, retirement goals, and risk tolerance to create and automatically manage a diversified investment portfolio. Its mission is to make professional financial advice more accessible and affordable for retirement savers.

Founded in

Australia