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.
Website
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 | $150K | 00.000 | Completed | Product Development |
Wealthfront Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate ($) | 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% |
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 |
Wealthfront Acquisitions (1)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 00000 | 25-Aug-2019 | 000000000000000000 | Financial Software |
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 |
Wealthfront Executive Team (20)
14 Former Executives
You’re viewing 5 of 20 executives. Get the full list »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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