Explore Your Portfolio Options
We make portfolio selection easy: answer 8 questions during setup and we'll recommend the best match from our ten expertly designed portfolios tailored to different risk levels and goals.
Our core portfolios are professionally managed and built with diversified strategies designed for long-term retirement success. Click on any portfolio to view detailed performance and asset allocation.
Performance & Details
YTD
7.85%
1-Year
32.40%
10-Year*
12.69%
Since Inception*
10.45%
*Annualized returns
Performance shown is net of 0.50% fee. If you qualify for lower tier fees (0.20%-0.40%), your actual returns will be higher. See fee tiers below
Approximate Asset Allocation*
78%
20%
2%
*Allocations subject to change.
Important disclosure
The performance results presented herein reflect the actual historical performance of model portfolios established on June 30, 2014. Prajana Ventures, LLC, (DBA "WealthRabbit”) was founded in 2024 and subsequently adopted these portfolios as the basis for its investment strategies.
The performance shown is not hypothetical, simulated, or backtested. It represents the actual results of the referenced portfolios during the periods indicated. Prior to the formation of WealthRabbit, these portfolios were managed using substantially similar investment objectives, strategies, asset allocations, and rebalancing methodologies as those currently employed by WealthRabbit.
Accounts managed by WealthRabbit may differ from the historical portfolios presented due to, among other things, differences in fees, account size, timing of contributions and withdrawals, market conditions, and other factors. Accordingly, client results may vary materially from the performance shown.
Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.
Performance & Details
YTD
6.27%
1-Year
25.49%
10-Year*
9.99%
Since Inception*
8.43%
*Annualized returns
Performance shown is net of 0.50% fee. If you qualify for lower tier fees (0.20%-0.40%), your actual returns will be higher. See fee tiers below
Approximate Asset Allocation*
58%
15%
18%
5%
2%
2%
*Allocations subject to change.
Important disclosure
The performance results presented herein reflect the actual historical performance of model portfolios established on June 30, 2014. Prajana Ventures, LLC, (DBA "WealthRabbit”) was founded in 2024 and subsequently adopted these portfolios as the basis for its investment strategies.
The performance shown is not hypothetical, simulated, or backtested. It represents the actual results of the referenced portfolios during the periods indicated. Prior to the formation of WealthRabbit, these portfolios were managed using substantially similar investment objectives, strategies, asset allocations, and rebalancing methodologies as those currently employed by WealthRabbit.
Accounts managed by WealthRabbit may differ from the historical portfolios presented due to, among other things, differences in fees, account size, timing of contributions and withdrawals, market conditions, and other factors. Accordingly, client results may vary materially from the performance shown.
Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.
Performance & Details
YTD
4.65%
1-Year
19.52%
10-Year*
7.71%
Since Inception*
6.66%
*Annualized returns
Performance shown is net of 0.50% fee. If you qualify for lower tier fees (0.20%-0.40%), your actual returns will be higher. See fee tiers below
Approximate Asset Allocation*
42%
11%
33%
10%
2%
2%
*Allocations subject to change.
Important disclosure
The performance results presented herein reflect the actual historical performance of model portfolios established on June 30, 2014. Prajana Ventures, LLC, (DBA "WealthRabbit”) was founded in 2024 and subsequently adopted these portfolios as the basis for its investment strategies.
The performance shown is not hypothetical, simulated, or backtested. It represents the actual results of the referenced portfolios during the periods indicated. Prior to the formation of WealthRabbit, these portfolios were managed using substantially similar investment objectives, strategies, asset allocations, and rebalancing methodologies as those currently employed by WealthRabbit.
Accounts managed by WealthRabbit may differ from the historical portfolios presented due to, among other things, differences in fees, account size, timing of contributions and withdrawals, market conditions, and other factors. Accordingly, client results may vary materially from the performance shown.
Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.
Performance & Details
YTD
3.13%
1-Year
13.92%
10-Year*
5.37%
Since Inception*
4.80%
*Annualized returns
Performance shown is net of 0.50% fee. If you qualify for lower tier fees (0.20%-0.40%), your actual returns will be higher. See fee tiers below
Approximate Asset Allocation*
25%
7%
47%
14%
2%
5%
*Allocations subject to change.
Important disclosure
The performance results presented herein reflect the actual historical performance of model portfolios established on June 30, 2014. Prajana Ventures, LLC, (DBA "WealthRabbit”) was founded in 2024 and subsequently adopted these portfolios as the basis for its investment strategies.
The performance shown is not hypothetical, simulated, or backtested. It represents the actual results of the referenced portfolios during the periods indicated. Prior to the formation of WealthRabbit, these portfolios were managed using substantially similar investment objectives, strategies, asset allocations, and rebalancing methodologies as those currently employed by WealthRabbit.
Accounts managed by WealthRabbit may differ from the historical portfolios presented due to, among other things, differences in fees, account size, timing of contributions and withdrawals, market conditions, and other factors. Accordingly, client results may vary materially from the performance shown.
Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.
Performance & Details
YTD
0.87%
1-Year
5.82%
10-Year*
1.54%
Since Inception*
1.59%
*Annualized returns
Performance shown is net of 0.50% fee. If you qualify for lower tier fees (0.20%-0.40%), your actual returns will be higher. See fee tiers below
Approximate Asset Allocation*
70%
22%
2%
6%
*Allocations subject to change.
Important disclosure
The performance results presented herein reflect the actual historical performance of model portfolios established on June 30, 2014. Prajana Ventures, LLC, (DBA "WealthRabbit”) was founded in 2024 and subsequently adopted these portfolios as the basis for its investment strategies.
The performance shown is not hypothetical, simulated, or backtested. It represents the actual results of the referenced portfolios during the periods indicated. Prior to the formation of WealthRabbit, these portfolios were managed using substantially similar investment objectives, strategies, asset allocations, and rebalancing methodologies as those currently employed by WealthRabbit.
Accounts managed by WealthRabbit may differ from the historical portfolios presented due to, among other things, differences in fees, account size, timing of contributions and withdrawals, market conditions, and other factors. Accordingly, client results may vary materially from the performance shown.
Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.
Our managed crypto portfolios are built for investors seeking professional management and thoughtful exposure to digital assets. Designed and managed by Bitwise, these portfolios provide regulated, diversified crypto exposure within a secure custodial framework.
Silver Hare
5%
Crypto
Wild Thumper
10%
Crypto
Ember Jack
20%
Crypto
Storm Hopper
50%
Crypto
Jackalope
100%
Crypto
Powered by
74%
of Americans who don't own crypto say they'd invest if it were easier and more secure
WealthRabbit Survey, February 2026
Invest With Confidence
At WealthRabbit, we believe most people need help with managing their investments.
That’s why we’ve partnered with best in class portfolio managers to provide a set of diversified, actively managed, and low-cost portfolios.
Diversified Portfolios
Your money is spread across global markets and asset classes to help protect your investments through market cycles.
Expertly Managed Portfolios
All of our portfolios are actively managed by best-in-class portfolio managers who continuously monitor and update holdings to protect your wealth over time.
Low Cost
Our portfolios are built to be cost efficient. This help keep more of your money working for you. Our fees are 42% less than industry averages[1].
Your Retirement, Managed with Expertise
Enjoy hands-off investment management with 42% below industry average management fees.
| Asset range | Asset management fee |
|---|---|
| $0 - $249,999 | 0.50% |
| $250,000 - $499,999 | 0.40% |
| $500,000 - $749,999 | 0.30% |
| $750,000 - $999,999 | 0.25% |
| $1,000,000+ | 0.20% |
Powered by Industry Leaders
Core Portfolios
Professionally managed
Our core portfolios are built with diversified strategies designed by industry experts and regularly updated to reflect current market conditions.
- Time-tested methodologies
- Diversified asset allocation
- Professional oversight
- Automatic rebalancing
Trusted by Businesses,
Accountants & Individuals
Small business owners, freelancers, and CPAs across the country rely on WealthRabbit for their team's retirement future.
Frequently asked questions
About Our Portfolios
Core portfolios consist of traditional assets (stocks, bonds, cash, gold) and are professionally managed with time-tested strategies. Crypto portfolios combine traditional assets with cryptocurrency ETF and ETP allocations managed by Bitwise, offering exposure to digital assets alongside traditional stability.
Core portfolios are professionally managed using diversified investment strategies. Cryptocurrency allocations in crypto portfolios are managed by Bitwise, one of the world's leading crypto asset managers with billions in assets under management.
Yes. Employees can retake the risk assessment and switch between any core or crypto portfolio at any time.
About Crypto Portfolios
Our crypto portfolios invest in Bitwise cryptocurrency ETFs and ETPs, including funds that track Bitcoin, Ethereum, XRP, and other leading digital assets. These are exchange-traded funds (ETFs & ETPs) that provide crypto exposure through a regulated investment structure. The specific ETF and ETP allocation is managed by Bitwise based on their research and market analysis.
Yes. Cryptocurrency ETFs and ETPs are significantly more volatile than traditional assets due to the underlying cryptocurrency price movements. Even our lowest crypto allocation (Silver Hare at 5% in crypto ETFs and ETPs) will experience more volatility than traditional-only portfolios. Crypto portfolios are suitable for investors with long-term horizons (10+ years) who understand and accept this volatility.
We invest in Bitwise cryptocurrency ETFs and ETPs through our qualified custodian, Apex Clearing Corporation. These are regulated exchange-traded funds that provide crypto exposure. The underlying cryptocurrencies within each ETF and ETP are secured by Bitwise using institutional-grade custody standards, including cold storage and insurance.
You invest in cryptocurrency ETFs and ETPs (exchange-traded funds) managed by Bitwise, not directly in cryptocurrencies. This means: Your investments are held as ETF and ETP shares through our custodian, Apex Clearing Corporation. ETFs and ETPs trade on regulated exchanges like traditional securities. You get crypto exposure without managing digital wallets or private keys. ETFs & ETPs provide simpler tax reporting compared to direct crypto ownership. Bitwise manages the underlying cryptocurrency holdings within each ETF and ETP.
Crypto ETFs and ETPs offer several advantages:
- Regulation - ETFs and ETPs are SEC-regulated investment vehicles.
- Custody - No need to manage digital wallets or worry about losing private keys.
- Tax reporting - Standard Form 1099 reporting (same as stocks/bonds).
- IRA compatibility - ETFs and ETPs work seamlessly within retirement accounts.
Getting Started
Our quick risk assessment helps you find your ideal portfolio based on risk tolerance, time horizon, and investment goals. The assessment recommends both core and crypto portfolio options tailored to your situation.
All portfolios (Core and Crypto) are available for all WealthRabbit accounts.
Traditional IRA contributions are typically tax-deductible, and you pay taxes when you withdraw in retirement. Roth IRA contributions are made with after-tax dollars, but your investments grow tax-free and qualified withdrawals are tax-free in retirement. Both account types support all our core and crypto portfolios.
For 2026, The Traditional/Roth IRAs combined contribution is $7,500 (or $8,600 if 50 or older). SEP IRAs and Simple IRAs have higher limits based on earned income. Learn more
Retirement planning that supports your success
Join hundreds of small businesses and individuals building real financial security with
WealthRabbit - fully digital, fully automated, fully yours.