Wealthfront Overview

  • Founded
  • 2007

Founded
  • Status
  • Private

  • Employees
  • 300

Employees
  • Latest Deal Type
  • Later Stage VC

  • Latest Deal Amount
  • $70M

  • Investors
  • 59

Wealthfront General Information

Description

Operator of an automated wealth management platform 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 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
Financial Software
Other Industries
Other Financial Services
Asset Management
Primary Office
  • 261 Hamilton Avenue
  • Palo Alto, CA 94301
  • United States
+1 (650) 000-0000

Wealthfront Timeline

2019202020212022
Financing RoundCaptured Employee CountEstimated Employee Growth

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Wealthfront Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
11. Later Stage VC 03-Sep-2022 $70M 00000 00.00 Completed Generating Revenue
10. Merger/Acquisition 26-Jan-2022 00.00 00.00 Cancelled Generating Revenue
9. Later Stage VC (Series G) 26-Jun-2019 00000 Completed Generating Revenue
8. Later Stage VC (Series G) 27-Dec-2017 0000 00000 00000 Completed Generating Revenue
7. Later Stage VC (Series F) 27-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 $7.84M $10.9M 000.00 Completed Generating Revenue
2. Early Stage VC (Series B) 15-Dec-2008 $2.96M $3.11M 0000 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
Operator of an automated wealth management platform designed to offer the combination of automated financial planning, i
Financial Software
Palo Alto, CA
300 As of 2022
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000000000 00000000
Mountain View, CA
000 As of 0000
00000
0.000 0000-00-00
00000000000 00000

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000000000 00000000
Abu Dhabi, United Arab Emirates
00 As of 0000
000.00
00000000000 000.00
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Wealthfront Competitors (26)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Addepar Venture Capital-Backed Mountain View, CA 000 00000 00000000000 00000
00000 Venture Capital-Backed Abu Dhabi, United Arab Emirates 00 000.00 00000000000 000.00
000000000 Venture Capital-Backed Singapore, Singapore 000 000.00 00000000000 000.00
0000000000000 Private Equity-Backed New York, NY 00 000.00 000000000000 000.00
00000000 Venture Capital-Backed Singapore, Singapore 00 000.00 00000000000 000.00
You’re viewing 5 of 26 competitors. Get the full list »

Wealthfront Executive Team (29)

Name Title Board Seat Contact Info
David Fortunato Co-Chief Executive Officer & President
Jamie Coffey President & Co-Chief Executive Officer
Alan Imberman Chief Financial Officer
Daniel Carroll Co-Founder, Chief Strategy Officer & Board Member
Julien Wetterwald Chief Technology Officer
You’re viewing 5 of 29 executive team members. Get the full list »

Wealthfront Board Members (7)

Name Representing Role Since
Andy Rachleff Wealthfront Co-Founder & Chairman 000 0000
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 5 of 7 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
Homebrew Venture Capital Minority 000 0000 000000 0
Divide by Zero Venture Capital Minority 000 0000 000000 0
Flight Ventures Venture Capital Minority 000 0000 000000 0
PEAK6 Strategic Capital Venture Capital Minority 000 0000 000000 0
Tiger Global Management 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
00000 25-Aug-2019 0000000000 Financial Software
To view Wealthfront’s complete acquisitions history, request access »