Wealthfront Overview
- Year Founded
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2007

- Status
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Private
- Employees
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381

- Latest Deal Type
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Accelerator/Inc
- Investors
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61
Wealthfront General Information
Description
Developer of an automated wealth management platform designed to offer a 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.comCorporate Office
- 261 Hamilton Avenue
- Palo Alto, CA 94301
- United States
Corporate Office
- 261 Hamilton Avenue
- Palo Alto, CA 94301
- United States
Wealthfront Timeline
Wealthfront Valuation & Funding
Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
---|---|---|---|---|---|---|
12. Accelerator/Incubator | 01-Jul-2024 | Completed | Generating Revenue | |||
11. Later Stage VC (Series H) | 03-Sep-2022 | Completed | Generating Revenue | |||
10. Merger/Acquisition | 26-Jan-2022 | Cancelled | Generating Revenue | |||
9. Later Stage VC (Series G) | 26-Jun-2019 | Completed | Generating Revenue | |||
8. Later Stage VC (Series G) | 27-Dec-2017 | Completed | Generating Revenue | |||
7. Later Stage VC (Series F) | 27-Oct-2014 | Completed | Generating Revenue | |||
6. Later Stage VC (Series E) | 02-Apr-2014 | Completed | Generating Revenue | |||
5. Later Stage VC | 27-Mar-2013 | Completed | Generating Revenue | |||
4. Later Stage VC (Series D) | 20-Mar-2013 | $19.8M | $30.7M | Completed | Generating Revenue | |
3. Later Stage VC (Series C) | 15-Dec-2009 | $7.84M | $10.9M | Completed | Generating Revenue |
Wealthfront Cap Table
Stock | # of Shares Authorized |
Par Value | Dividend Rate ($) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
---|---|---|---|---|---|---|---|---|
Series H-1 | ||||||||
Series H-2 | ||||||||
Series G1 | ||||||||
Series G | ||||||||
Series F | ||||||||
Series E | ||||||||
Series D | ||||||||
Series C | ||||||||
Series B | 7,658,874 | $0.000100 | $0.03 | $0.39 | $0.39 | 1x | $0.39 | 5.22% |
Series A | 1,350,000 | $0.000100 | $0.01 | $0.11 | $0.11 | 1x | $0.11 | 0.92% |
VC Exit Predictor
See how our proprietary methodology utilizes historical data sets to synthesize the likelihood of an acquisition, IPO, or no exit event. Get a detailed look at the calculations behind our predictions.
Wealthfront Comparisons
Industry
Financing
Details
Wealthfront Competitors (24)
One of Wealthfront’s 24 competitors is Ginmon, a Venture Capital-Backed company based in Frankfurt, Germany.
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
Ginmon | Venture Capital-Backed | Frankfurt, Germany | ||||
Sarwa | Venture Capital-Backed | Abu Dhabi, United Arab Emirates | ||||
Altruist | Venture Capital-Backed | Culver City, CA | ||||
Fusion ( Financial Software) | Venture Capital-Backed | Singapore, Singapore | ||||
M1 | Venture Capital-Backed | Chicago, IL |
Wealthfront Patents
Wealthfront Recent Patent Activity
Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
---|---|---|---|---|---|
US-11914617-B2 | Executing updates of records in a distributed database system | Active | 19-Apr-2021 | ||
US-20220335063-A1 | Executing updates of records in a distributed database system | Active | 19-Apr-2021 | ||
US-20240248912-A1 | Executing updates of records in a distributed database system | Active | 19-Apr-2021 | ||
US-12306851-B2 | Synchronizing account balances across financial institutions | Active | 19-Apr-2021 | ||
US-12242512-B2 | Synchronizing across multiple database systems for updating records | Active | 19-Apr-2021 | G06F16/275 |
Wealthfront Signals
Wealthfront Investors (61)
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
---|---|---|---|---|
Plug and Play Tech Center | Accelerator/Incubator | |||
Angel (individual) | Minority | |||
Parameter Ventures | Venture Capital | Minority | ||
UBS Group | Asset Manager | Majority | ||
Divide by Zero | Venture Capital | Minority |
Wealthfront Acquisitions (1)
Wealthfront’s most recent deal was a Merger/Acquisition with Grove (Financial Software). The deal was made on 25-Aug-2019.
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
Grove (Financial Software) | 25-Aug-2019 | Merger/Acquisition | Financial Software |
Wealthfront FAQs
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When was Wealthfront founded?
Wealthfront was founded in 2007.
-
Where is Wealthfront headquartered?
Wealthfront is headquartered in Palo Alto, CA.
-
What is the size of Wealthfront?
Wealthfront has 381 total employees.
-
What industry is Wealthfront in?
Wealthfront’s primary industry is Other Financial Services.
-
Is Wealthfront a private or public company?
Wealthfront is a Private company.
-
What is Wealthfront’s current revenue?
The current revenue for Wealthfront is
. -
How much funding has Wealthfront raised over time?
Wealthfront has raised $300M.
-
Who are Wealthfront’s investors?
Plug and Play Tech Center, , Parameter Ventures, UBS Group, and Divide by Zero are 5 of 61 investors who have invested in Wealthfront.
-
Who are Wealthfront’s competitors?
Ginmon, Sarwa, Altruist, Fusion ( Financial Software), and M1 are some of the 24 competitors of Wealthfront.
Data Transparency
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