Wealthfront Overview

  • Year Founded
  • 2007

Year Founded

  • Status
  • Private

  • Employees
  • 324

Employees

  • Latest Deal Type
  • Series H

  • Latest Deal Amount
  • $69.7M

  • Investors
  • 59

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

Formerly Known As
Ka-Ching
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Other Financial Services
Other Industries
Financial Software
Corporate Office
  • 261 Hamilton Avenue
  • Palo Alto, CA 94301
  • United States
+1 (650) 000-0000

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Wealthfront Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
10. Later Stage VC (Series H) 03-Sep-2022 $69.7M 00000 00.00 Completed Generating Revenue
9. Merger/Acquisition 26-Jan-2022 00.00 00.00 Cancelled Generating Revenue
8. Later Stage VC (Series G) 26-Jun-2019 0000 00000 00000 Completed Generating Revenue
7. Later Stage VC (Series G) 27-Dec-2017 0000 00000 00000 Completed Generating Revenue
6. Later Stage VC (Series F) 27-Oct-2014 000.00 00000 00000 Completed Generating Revenue
5. Later Stage VC (Series E) 02-Apr-2014 0000 000.00 00000 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. Early Stage VC (Series B) 15-Dec-2008 $2.96M $3.11M 0000 Completed Generating Revenue
1. Early Stage VC (Series A) 13-Feb-2007 $150K $150K 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 H-1 0,000,000 00.000000 00.00 00.00 00.00 00 00.00 0.000
Series H-2 0,000,000 00.000000 00.00 00.00 00.00 00 00.00 00
Series G1 0,000,000 00.000000 00.0 00.00 00.00 00 00.00 0.000
Series G 00,000,000 00.000000 00.0 00.00 00.00 00 00.00 00.00
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 0.000
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 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 »

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
324 As of 2024
00000
00.00 0000-00-00
00000000000 00000

00000

e eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt
000000000 00000000
Dubai, United Arab Emirates
00 As of 0000
000.00
000000000000 000.00

000000

aboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehe
000000000 00000000
Mountain View, CA
000 As of 0000
00000
00000000000 00000
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Wealthfront Competitors (26)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Sarwa Venture Capital-Backed Dubai, United Arab Emirates 00 000.00 000000000000 000.00
Addepar Venture Capital-Backed Mountain View, CA 000 00000 00000000000 00000
M1 (Financial Software) Venture Capital-Backed Chicago, IL 000 00000 00000000000 00000
AdvisorEngine Private Equity-Backed New York, NY 00 000.00 000000000000 000.00
Fusion Venture Capital-Backed Singapore, Singapore 00 000000 - 000
You’re viewing 5 of 26 competitors. Get the full list »

Wealthfront Patents

Wealthfront Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20220335063-A1 Executing updates of records in a distributed database system Active 19-Apr-2021 000000000 0
US-20220335062-A1 Synchronizing updates of records in a distributed system Active 19-Apr-2021 000000000 0
US-20220335061-A1 Synchronizing across multiple database systems for updating records Pending 19-Apr-2021 000000000 0
US-11914617-B2 Executing updates of records in a distributed database system Active 19-Apr-2021 0000000000 0
US-11954124-B2 Synchronizing updates of records in a distributed system Active 19-Apr-2021 G06F16/275 0
To view Wealthfront’s complete patent history, request access »

Wealthfront Executive Team (28)

Name Title Board Seat Contact Info
David Fortunato Co-Chief Executive Officer & President
Jamie Coffey President and Co-Chief Executive Officer, Wealthfront Brokerage LLC
Alan Imberman Chief Financial Officer
Daniel Carroll Co-Founder, Chief Strategy Officer & Board Member
Julien Wetterwald Chief Technology Officer
You’re viewing 5 of 28 executive team members. Get the full list »

Wealthfront Board Members (6)

Name Representing Role Since
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
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 %
-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

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Wealthfront Investors (59)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Defy Partners Management Venture Capital Minority 000 0000 000000 0
Parameter Ventures Venture Capital Minority 000 0000 000000 0
UBS Group Asset Manager Majority 000 0000 000000 0
Divide by Zero Venture Capital Minority 000 0000 000000 0
Flight Ventures Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 59 investors. Get the full list »

Wealthfront Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Grove (Financial Software) 25-Aug-2019 0000000000 Financial Software
To view Wealthfront’s complete acquisitions history, request access »

Wealthfront FAQs

  • When was Wealthfront founded?

    Wealthfront was founded in 2007.

  • Who is the founder of Wealthfront?

    Daniel Carroll and Jonathan Galore are the founders of Wealthfront.

  • Who is the CEO of Wealthfront?

    David Fortunato and Jamie Coffey are the CEOs of Wealthfront.

  • Where is Wealthfront headquartered?

    Wealthfront is headquartered in Palo Alto, CA.

  • What is the size of Wealthfront?

    Wealthfront has 324 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 the current valuation of Wealthfront?

    The current valuation of Wealthfront is 00.00.

  • What is Wealthfront’s current revenue?

    The current revenue for Wealthfront is 000000.

  • How much funding has Wealthfront raised over time?

    Wealthfront has raised $300M.

  • Who are Wealthfront’s investors?

    Defy Partners Management, Parameter Ventures, UBS Group, Divide by Zero, and Flight Ventures are 5 of 59 investors who have invested in Wealthfront.

  • Who are Wealthfront’s competitors?

    Sarwa, Addepar, M1 (Financial Software), AdvisorEngine, and Fusion are some of the 26 competitors of Wealthfront.

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