About Wealthfront
Wealthfront is a publicly listed company based in Palo Alto (United States) founded in 2008 by Daniel Carroll. Robo-advisory and financial planning services are provided for investments. It operates on a FinTech and Subscription Services model. Wealthfront has raised $204.67 million across 6 funding rounds from investors including Social Capital, Ribbit Capital and Tiger Global. Wealthfront has completed 1 acquisition, including Grove. Its website wealthfront.com draws about 3.8 million monthly visits. Wealthfront offers products and services including Cash Account, Automated Investing Account, and S&P 500 Direct. Its focus areas include Financials, Investment Management and Robo-Advisory. Its legal entity is Wealthfront Advisers. Its competitors include Betterment, Stash and Wahed; 3 of its 3 listed competitors have raised funding.
Company details
Wealthfront is established as a prominent robo-advisor platform offering automated investment solutions. Services are provided in cash management, personalized investment portfolios, and direct SP 500 stock investments. Tax optimization strategies like Tax-Loss Harvesting are integrated to enhance client returns. The platform caters to individual investors seeking low-fee, technology-driven financial management across diverse risk profiles. Operations have been sustained since 2011, focusing on simplifying personal finance.
- Headquarters Palo Alto, United States
- Founders Daniel Carroll
- Stage Public
- SectorsTechnology
- Website category Finance · Investing
- Email••••••••
- Website wealthfront.com
- Social LinkedIn X Facebook
- Legal Name Wealthfront Corporation
- Total Equity Funding$204.67M (USD)
in 6 rounds
- Latest Funding Round$75M (USD), Series E
Jan 2018
- InvestorsSocial Capital
& 22 more
- Investments & Acquisitions
Products & Services of Wealthfront
Wealthfront offers a comprehensive portfolio of products and services, including Cash Account, Automated Investing Account, and S&P 500 Direct.
High-yield cash account with easy access provided.
Automated portfolios are managed for optimal returns.
Direct S&P 500 stock investment is offered.
Apps and channels of Wealthfront
Wealthfront publishes 1 mobile app with over 500K+ downloads.
Funding Insights of Wealthfront
Wealthfront has successfully raised a total of $204.67M across 6 strategic funding rounds. The most recent funding activity was a Series E round of $75 million completed in January 2018. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $204.67M
- Total Rounds 6
- Last Round Series E — $75M
- First Round $3M
(Jun 2008)
- Investors Count 23
All 6 funding rounds of Wealthfront with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2018 | $75M | Series E | – | Tiger Global Management | |
| Oct 2014 | $64.17M | Series D | – | Spark Capital | |
| Apr 2014 | $35M | Series C | – | Index Ventures, Ribbit Capital | |
| Mar 2013 | $20M | Series B | – | Index Ventures | |
| Dec 2009 | $7.5M | Series A | – | DAG Ventures | – |
| Jun 2008 | $3M | Angel Round | – | Marc Andreessen, Ben Horowitz | – |
23 investors in total: 8 institutional and 15 angel.
Investors in Wealthfront
Wealthfront has secured backing from 23 investors, including venture fund and angel investors. Prominent investors backing the company include Social Capital, Ribbit Capital and Tiger Global.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture and private equity investments are managed with global diversification. | tigerglobal.com | New York, United States | ||
Venture capital investments are offered to promising startups. | benchmark.com | San Francisco, United States | ||
Mid-stage venture capital investments and support for tech entrepreneurs. | dagventures.com | |||
Venture capital firm specializing in early-stage tech investments and founder support. | 1965 | greylock.com | ||
Venture capital investments in technology startups and entrepreneurs. | indexventures.com | |||
Early-stage companies in fintech and multiple sectors are invested in. | 2012 | ribbitcap.com | Palo Alto, United States | |
US focused VC firm investing in seed & growth stage companies | 2011 | socialcapital.com | Menlo Park, United States | |
Spark Capital is engaged in venture capital investments. | sparkcapital.com | San Francisco, United States | ||
MM Matt Mullenweg | Founder of WordPress, Automattic CEO, active angel investor in tech startups | unknown_840b7366662f4726a | ||
AD Adam D’Angelo | CEO of Quora, early Facebook CTO, active angel investor | unknown_842a7739e4ff4a77b |
Investor details for Wealthfront
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Wealthfront
89 people are tracked at Wealthfront (33 in leadership, 56 in team).
| Name | Role | Group |
|---|---|---|
Daniel Carroll | Founder & Chief Strategy Officer | Leadership |
Julius Leiman-Carbia | Chief Legal Officer & Chief Compliance Officer | Leadership |
Andy Rachleff | CEO | Leadership |
Houman Fardin | VP Business Development | Leadership |
Arup Ray | Head Of Data Engineering | Leadership |
Josh Sulkers | Director Of Engineering | Leadership |
Aaron P. | Managing Counsel | Leadership |
Julien Wetterwald | CTO | Leadership |
Prabha Krishna | Vp, People | Leadership |
Arturo Maldonado | People Operations Business Partner | Leadership |
Susan J. | Senior Human Resources Business Partner | Leadership |
Jonathan M. | Chief Compliance Officer, Regulatory Counsel | RIHC In Ca; Admitted In NY | Leadership |
Mark Ryden | Chief Operating Officer At Wealthfront Brokerage LLC | Leadership |
Iman Frans | Head Of IT | Leadership |
Sonya Rikhtverchik | Director Of Engineering | Leadership |
David Myszewski | VP Of Product | Leadership |
Mohit A. | Director - Growth Engineering | Leadership |
Daniel Vega | Director Of Product Services | Leadership |
Elly Stolnitz | Director Of Product & Consumer Communications | Leadership |
Sampson Gu | Director Of Engineering | Leadership |
69 more people are available in the full profile.
Complete people profiles for Wealthfront
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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- Professional contacts
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IPO & Listings of Wealthfront
Wealthfront is a publicly listed company on the NASDAQ with ticker symbol WLTH in USA, operating in the Technology services sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
- IPO date12 Dec 2025
- Listed onNASDAQ: WLTH
- Listed entityWealthfront Corporation
- Exchange sectorTechnology services
- ISINUS9470021018
- Share price$10.10 (-5.34% on the day) · 2026-10-13
- Market capitalisation$1.58B
- EPS (diluted, trailing year)$-0.51
- Volume (last session)5,988,319
Investments & Acquisitions by Wealthfront
Wealthfront has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Grove.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Personalized financial advisory services are delivered via an online platform. | hellogrove.com | San Francisco, United States | 2015 | Aug 2019 | •••• |
Complete acquisition details for Wealthfront
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
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- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Wealthfront
5 dated milestones of Wealthfront across 17 years, from founding to its latest funding, stage changes and deals.
- Founded Wealthfront is founded.
- Funding First funding round of $3.0M.
- Funding Latest funding round, Series E, of $75.0M.
- Acquisition Acquires Grove.
- IPO Lists on the stock exchange (IPO).
Competitors of Wealthfront
Wealthfront has 3 listed competitors in our database, 3 of them funded. They include Betterment, Stash and Wahed.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| betterment.com | 2010 | New York, United States | $335M | 399 | App-based automated investment and retirement planning platform | |
| stash.com | 2015 | New York, United States | $747.48M | Automated investment and robo-advisory services are offered to individuals. | ||
| wahed.com | 2017 | New York, United States | $95M | Shariah-compliant investments and savings are offered to individuals. |
Detailed competitors of Wealthfront
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Wealthfront
The website of Wealthfront (wealthfront.com) receives about 3.8M visits a month and ranks #12,843 among all websites worldwide, #833 in Investing.
- Monthly visits3.8M
▲ 13.5% vs previous month
- Unique visitors966.4K
per month
- Global rank#12,843
among all websites
- Category rank#833
Finance · Investing
- Bounce rate27%
- Pages per visit6.2
- Average visit5 min 03 sec
- DevicesDesktop 62% · Mobile 38%
Websites whose visitors overlap most with Wealthfront. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| betterment.com | 100% | 2.9M | #17,107 | View details | |
| fidelity.com | 84% | 129.5M | #275 | View details | |
| schwab.com | 82% | 94M | #365 | View details | |
| robinhood.com | 77% | 40.9M | #1,233 | View details | |
| sigfig.com | 74% | 138.5K | #309,236 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Wealthfront
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- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Wealthfront (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Wealthfront
Complete news archive for Wealthfront
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Frequently Asked Questions about Wealthfront
Wealthfront was founded in 2008.
Wealthfront is headquartered in Palo Alto, United States. It is registered at Palo Alto, California, United States.
Wealthfront is a funded company, having raised a total of $204.67M across 6 funding rounds to date. The company's 1st funding round was a Angel Round of $3M, raised on Jun 2008.
Wealthfront is established as a prominent robo-advisor platform offering automated investment solutions. Services are provided in cash management, personalized investment portfolios, and direct SP 500 stock investments. Tax optimization strategies like Tax-Loss Harvesting are integrated to enhance client returns. The platform caters to individual investors seeking low-fee, technology-driven financial management across diverse risk profiles. Operations have been sustained since 2011, focusing on simplifying personal finance.
Wealthfront's top competitors include Betterment, Stash and Wahed.
Wealthfront offers Cash Account, Automated Investing Account, and S&P 500 Direct.
Yes, Wealthfront is publicly traded on NASDAQ under the ticker symbol WLTH.
Wealthfront has made 1 acquisition, including Grove.
Wealthfront has 23 investors. Key investors include Social Capital, Ribbit Capital, Tiger Global, Benchmark, and DAG Ventures.
Wealthfront operates through Wealthfront Advisers.
Yes. Wealthfront publishes Wealthfront: Save and Invest, with over 500,000 downloads.
The website of Wealthfront receives about 3.8 million visits a month and ranks #12,843 among all websites worldwide.