Wealthfront Overview

  • Year Founded
  • 2007

Year Founded

  • Status
  • Private

  • Employees
  • 381

Employees

  • Latest Deal Type
  • Accelerator/​Inc

  • Investors
  • 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.com
Formerly Known As
Ka-Ching
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 261 Hamilton Avenue
  • Palo Alto, CA 94301
  • United States
+1 (650)
Primary Industry
Other Financial Services
Other Industries
Financial Software
Application Software
Vertical(s)
SaaS, TMT, Mobile Commerce, FinTech, Mobile
Corporate Office
  • 261 Hamilton Avenue
  • Palo Alto, CA 94301
  • United States
+1 (650)

Wealthfront Timeline

2022202320242025
Financing RoundCaptured Employee CountEstimated Employee Growth

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

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.

Opportunity Score

Calculated using Exit Type probabilities, the company’s stage, and PitchBook’s historical returns data.

Exit Type

Evaluates the likelihood of a successful exit for investors, and the most likely exit type.

Request a free trial

Wealthfront Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of an automated wealth management platform designed to offer a combination of automated financial planning, in
Other Financial Services
Palo Alto, CA
381 As of 2025

Frankfurt, Germany
 

Abu Dhabi, United Arab Emirates
 
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)

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
You’re viewing 5 of 24 competitors. Get the full list »

Wealthfront Patents

  • 10

    Total Documents Applications and Grants

  • Total Patents Families

  • 10

    Granted

  • Pending

  • Expiring in next 12 mo

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
To view Wealthfront’s complete patent history, request access »

Wealthfront Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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 (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
You’re viewing 5 of 61 investors. Get the full list »

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
To view Wealthfront’s complete acquisitions history, request access »

Ready to get started?

Request a free trial

Wealthfront FAQs

  • 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

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »

  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »