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Wealthfront

Wealthfront
PRIVATE STATUS
101-200 EMPLOYEES
Series G LATEST DEAL TYPE
$75M LATEST DEAL AMOUNT
53 INVESTORS
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 in their 30s and 40s and takes $500 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, low cost mobile-based services.

Formerly Known As
kaChing
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Primary Office
  • 900 Middlefield Road
  • Floor 2
  • Redwood City, CA 94063
  • United States

+1 (844) 000-0000
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Wealthfront Valuation and 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. Seed Round 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 Product Development
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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%
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Wealthfront Competitors (26)

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 Private Equity-Backed Neuilly-sur-Seine, France 0000 000.00 000000000000 000.00
000000 (000000) Private Equity-Backed Paris, France 000 00.000 000000000000
0000000 0000000000 Private Equity-Backed San Francisco, CA 000 000000000000
00000000000 Formerly Accelerator/Incubator backed Singapore, Singapore 0 000.00 000000&0 000.00
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Wealthfront Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 25-Aug-2019 000000000000000000 Financial Software
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Wealthfront Investors (53)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
Tiger Global Management Asset Manager Minority 000 0000 000000 0
DAG Ventures Venture Capital Minority 000 0000 000000 0
Dragoneer Investment Group Growth/Expansion Minority 000 0000 000000 0
Graph Ventures Venture Capital Minority 000 0000 000000 0
Maven Ventures Venture Capital Minority 000 0000 000000 0
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Wealthfront Executive Team (20)

Name Title Board
Seat
Contact
Info
Ashley Fieglein Johnson Chief Financial Officer & Chief Operating Officer
Daniel Carroll Co-Founder, Chief Strategy Officer & Board Member
David Fortunato Chief Technology Officer
Burton Malkiel Ph.D Chief Investment Officer
Andy Rachleff Co-Founder, Chief Executive Officer & Board Member

14 Former Executives

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Wealthfront Board Members (6)

Name Representing Role Since Contact
Info
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

2 Former Board Members

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