About Wealthfront
Wealthfront is a company based in Palo Alto (United States) founded in 2008 by Daniel Carroll. It operates as a FinTech and Subscription Services. 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. Wealthfront offers products and services including Cash Account, Automated Investing Account, and S&P 500 Direct. Wealthfront operates in a competitive market with competitors including Betterment, Stash, Wealthsimple, Wahed and SigFig, among others.
- Headquarter Palo Alto, United States
- Founders Daniel Carroll
- Stage Public
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Sectors
Technology
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Email
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Phone
Locked
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Website
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Social
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- Legal Name Wealthfront Corporation
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$204.67 M (USD)
in 6 rounds
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Latest Funding Round
$75 M (USD), Series E
Jan 04, 2018
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Investors
Social Capital
& 22 more
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Employee Count
Not available
- Investments & Acquisitions
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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.
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.
People of Wealthfront
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Product Management Team
20 people
Software Development Team
20 people
Legal and Compliance
13 people
Operations Team
10 people
Human Resources and Administration
4 people
Finance and Accounting
4 people
Data Analysis and Operations Team
3 people
Leadership Team
2 people
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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.
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.
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Venture and private equity investments are managed with global diversification.
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Venture capital investments are offered to promising startups.
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Mid-stage venture capital investments and support for tech entrepreneurs.
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Investor details for Wealthfront
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
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Investments & Acquisitions by Wealthfront
Wealthfront has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Grove.
Investment portfolio details for Wealthfront
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Personalized financial advisory services are delivered via an online platform.
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Complete acquisition details for Wealthfront
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- Transaction dates
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Financial Statements - Wealthfront
Detailed financials for Wealthfront
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- Profit trends
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Wealthfront Comparisons
Peer comparison for Wealthfront
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- Operating benchmarks
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Competitors of Wealthfront
Wealthfront operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Betterment, Stash, Wealthsimple, Wahed and SigFig, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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App-based automated investment and retirement planning platform
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Automated investment and robo-advisory services are offered to individuals.
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Online robo advisory and stock trading services are provided.
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Shariah-compliant investments and savings are offered to individuals.
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Investment accounts are linked and portfolios managed online.
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Detailed competitors of Wealthfront
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
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Verified entity values are shown only after access is granted.
Latest news on Wealthfront
Complete news archive for Wealthfront
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- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
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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.
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, Wealthsimple and Stash.
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.
The ticker symbol of Wealthfront is WLTH on NASDAQ.