Wealthfront Overview
- Founded
-
2007
- Status
-
Private
- Employees
-
300
- Latest Deal Type
-
Later Stage VC
- Latest Deal Amount
-
$70M
- Investors
-
59
Wealthfront General Information
Description
Operator of an automated wealth management platform designed to offer the combination of automated financial planning, investment management, and banking-related services through a mobile application. The company's Robo-advisor is used among people to open an investment account which offers access to investment strategies and comprehensive automated financial planning service, enabling underserved young professionals and families to invest through convenient mobile-based services.
Contact Information
Website
www.wealthfront.com
Formerly Known As
Ka-Ching
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Asset Management
Primary Office
- 261 Hamilton Avenue
- Palo Alto, CA 94301
- United States
+1 (650) 000-0000
Wealthfront Timeline
Wealthfront Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 11. Later Stage VC | 03-Sep-2022 | $70M | 00000 | 00.00 | Completed | Generating Revenue |
| 10. Merger/Acquisition | 26-Jan-2022 | 00.00 | 00.00 | Cancelled | Generating Revenue | |
| 9. Later Stage VC (Series G) | 26-Jun-2019 | 00000 | Completed | Generating Revenue | ||
| 8. Later Stage VC (Series G) | 27-Dec-2017 | 0000 | 00000 | 00000 | Completed | Generating Revenue |
| 7. Later Stage VC (Series F) | 27-Oct-2014 | 000.00 | 00000 | 00000 | Completed | Generating Revenue |
| 6. Later Stage VC (Series E) | 02-Apr-2014 | 0000 | 000.00 | 00000 | Completed | Generating Revenue |
| 5. Later Stage VC | 27-Mar-2013 | 000.00 | Completed | Generating Revenue | ||
| 4. Later Stage VC (Series D) | 20-Mar-2013 | 000.00 | 000.00 | 000.00 | Completed | Generating Revenue |
| 3. Later Stage VC (Series C) | 15-Dec-2009 | $7.84M | $10.9M | 000.00 | Completed | Generating Revenue |
| 2. Early Stage VC (Series B) | 15-Dec-2008 | $2.96M | $3.11M | 0000 | Completed | Generating Revenue |
Wealthfront Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate ($) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Series G1 | 0,000,000 | 00.000000 | 00.0 | 00.00 | 00.00 | 00 | 00.00 | 00 |
| Series G | 00,000,000 | 00.000000 | 00.00 | 00.00 | 00.00 | 00 | 00.00 | 000 |
| Series F | 0,000,000 | 00.000000 | 00.00 | 00.00 | 00.00 | 00 | 00.00 | 0.000 |
| Series E | 0,000,000 | 00.000000 | 00.00 | 00.00 | 00.00 | 00 | 00.00 | 0.000 |
| Series D | 00,000,000 | 00.000000 | 00.00 | 00.00 | 00.00 | 00 | 00.00 | 00.000 |
| Series C | 0,000,000 | 00.000000 | 00.0 | 00.00 | 00.00 | 00 | 00.00 | 0.00 |
| Series B | 7,658,874 | $0.000100 | $0.03 | $0.39 | $0.39 | 1x | $0.39 | 6.08% |
| Series A | 1,350,000 | $0.000100 | $0.01 | $0.11 | $0.11 | 1x | $0.11 | 1.07% |
Wealthfront Comparisons
Description
Primary
Industry
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Operator of an automated wealth management platform designed to offer the combination of automated financial planning, i
Financial Software
Palo Alto, CA
300
As of 2022
00000
0.00
0000-00-00
0000000000 0
00000
000000
lor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magn
000000000 00000000
Mountain View, CA
000
As of 0000
00000
0.000
0000-00-00
00000000000
00000
00000
cididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamc
000000000 00000000
Abu Dhabi, United Arab Emirates
00
As of 0000
000.00
00000000000
000.00
Add Comparison
Wealthfront Competitors (26)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Addepar | Venture Capital-Backed | Mountain View, CA | 000 | 00000 | 00000000000 | 00000 |
| 00000 | Venture Capital-Backed | Abu Dhabi, United Arab Emirates | 00 | 000.00 | 00000000000 | 000.00 |
| 000000000 | Venture Capital-Backed | Singapore, Singapore | 000 | 000.00 | 00000000000 | 000.00 |
| 0000000000000 | Private Equity-Backed | New York, NY | 00 | 000.00 | 000000000000 | 000.00 |
| 00000000 | Venture Capital-Backed | Singapore, Singapore | 00 | 000.00 | 00000000000 | 000.00 |
Wealthfront Executive Team (29)
Wealthfront Board Members (7)
| Name | Representing | Role | Since |
|---|---|---|---|
| Andy Rachleff | Wealthfront | Co-Founder & Chairman | 000 0000 |
| Daniel Carroll | Wealthfront | Co-Founder, Chief Strategy Officer & Board Member | 000 0000 |
| Jaleh Bisharat | Self | Board Member | 000 0000 |
| Jason Kilar | Self | Board Member | 000 0000 |
| Michelangelo Volpi | Index Ventures | Board Member | 000 0000 |
Wealthfront Signals
Growth Rate
0.80%
Weekly
Growth
Growth
Weekly Growth
0.80%, 93rd %
-35.5%.
530%
Size Multiple
219x
Median
Size Multiple
219x, 100th %ile
0.00x
0.95x.
413Kx
Key Data Points
Twitter Followers
5.5k
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
Wealthfront Investors (59)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|---|---|---|---|---|
| Homebrew | Venture Capital | Minority | 000 0000 | 000000 0 | |
| Divide by Zero | Venture Capital | Minority | 000 0000 | 000000 0 | |
| Flight Ventures | Venture Capital | Minority | 000 0000 | 000000 0 | |
| PEAK6 Strategic Capital | Venture Capital | Minority | 000 0000 | 000000 0 | |
| Tiger Global Management | Venture Capital | Minority | 000 0000 | 000000 0 |
Wealthfront Acquisitions (1)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 00000 | 25-Aug-2019 | 0000000000 | Financial Software |