Wealthfront Overview

  • Status
  • Private
  • Employees
  • 160
Employees
  • Latest Deal Type
  • Series G
  • Latest Deal Amount
  • $75M
Latest Deal Amount
  • Investors
  • 54

Wealthfront General Information

Description

Provider of a robo-advisor 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 the company's investment strategy and comprehensive automated financial planning service, enabling underserved young professionals and families to invest through convenient mobile-based services.

Contact Information

Formerly Known As
kaChing
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Primary Office
  • 261 Hamilton Avenue
  • Palo Alto, CA 94301
  • United States
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Wealthfront Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
8. Later Stage VC (Series G) 04-Jan-2018 $75M 00000 00000 Completed Generating Revenue
7. Later Stage VC (Series F) 28-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 00.000 000.00 000.00 Completed Generating Revenue
2. Angel (individual) 15-Dec-2008 $2.96M $3.11M 0000 Completed Generating Revenue
1. Early Stage VC (Series A) 13-Feb-2007 $150K $150K 00.000 Completed Generating Revenue
To view Wealthfront’s complete valuation and funding history, request access »

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%
To view Wealthfront’s complete cap table history, request access »

Wealthfront Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of a robo-advisor designed to offer the combination of automated financial planning, investment management and
Financial Software
Palo Alto, CA
160 As of 2019
00000
0000 0000-00-00
00000000000 00000

000000

sse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in
000000000 00000000
Aachen, Germany
000 As of 0000
0000000 0000

00000000

nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor
000000000 00000000
Neuilly-sur-Seine, France
0000 As of 0000
000.00
0000 00000.
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

Wealthfront Competitors (24)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
aixigo Private Equity-Backed Aachen, Germany 000 0000000 0000
00000000 Formerly PE-Backed Neuilly-sur-Seine, France 0000 000.00 0000 00000.
000000 (000000) Private Equity-Backed Paris, France 000 000000000000
0000000 Venture Capital-Backed Mountain View, CA 000 00000 00000000000 00000
0000000 0000000000 Private Equity-Backed San Francisco, CA 000 000000000000
You’re viewing 5 of 24 competitors. Get the full list »

Wealthfront Executive Team (23)

Name Title Board Seat Contact Info
David Fortunato President
Daniel Carroll Co-Founder, Chief Strategy Officer & Board Member
Julien Wetterwald Chief Technology Officer
Burton Malkiel Ph.D Chief Investment Officer
Julius Leiman-Carbia JD Chief Legal Officer & Chief Compliance Officer
You’re viewing 5 of 23 executive team members. Get the full list »

Wealthfront Board Members (6)

Name Representing Role Since
Andy Rachleff Self Co-Founder, Chief Executive Officer & Board Member 000 0000
Daniel Carroll Wealthfront Co-Founder, Chief Strategy Officer & Board Member 000 0000
Jason Kilar Self Board Member 000 0000
Michelangelo Volpi Index Ventures Board Member 000 0000
You’re viewing 4 of 6 board members. Get the full list »

Wealthfront Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-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

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Wealthfront Investors (54)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Flight Ventures Venture Capital Minority 000 0000 000000 0
Tiger Global Management Venture Capital Minority 000 0000 000000 0
TriplePoint Capital Venture Capital Minority 000 0000 000000 0
DAG Ventures Venture Capital Minority 000 0000 000000 0
Dragoneer Investment Group Growth/Expansion Minority 000 0000 000000 0
You’re viewing 5 of 54 investors. Get the full list »

Wealthfront Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 25-Aug-2019 000000000000000000 Financial Software
To view Wealthfront’s complete acquisitions history, request access »