Axos Invest

Axos Invest is the robo-advisor arm of Axos Financial, Inc. (NYSE: AX), a publicly traded financial services company founded in 2000 that operates as both Axos Bank and Axos Invest. The robo service launched in 2014 under the Axos Managed Portfolios brand and offers automated portfolio management across a range of risk profiles, including standard, socially responsible, and customized portfolios. Axos has approximately $20 billion in assets under management across its banking and investing operations, and serves over 500,000 clients. The platform is SEC-registered as an investment advisor.

Axos Invest provides diversified portfolios built from 32 ETFs across nine asset classes, with an annual management fee of 0.24% — just below Betterment (0.25%) and Wealthfront (0.25%). Account minimums start at $500, and the platform offers taxable investment accounts, Traditional IRAs, Roth IRAs, and SEP IRAs. A notable feature is the platform's Tax-Loss Harvesting product, which is included for accounts above certain balance thresholds. The service also integrates with Axos Bank, enabling clients to move money seamlessly between banking and investing accounts.