Wealthfront

Wealthfront

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Overview

Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition. Through the power of software, the company delivers high-yield saving, diversified investing, and low-cost loans to help both sophisticated and new investors learn, lower costs, and grow wealth. Wealthfront is one of the highest rated financial apps in the Apple App Store and has been named Best Automated Investment App, Best Overall Robo-Advisor, and Best Robo-Advisor for Goal Planning by Investopedia (2022), Best Cash Management Account and Best Investing App by Bankrate (2023), Best Robo-Advisor for Portfolio Options by NerdWallet (2023), and Best Robo-Advisor for DIY Financial Planning by Forbes (2023). The company currently oversees more than $30 billion for over 500,000 clients in the US.

About

Industries

Financial Services, Finance, FinTech, Personal Finance, Wealth Management

Founded

2008

Employees

251-500

Headquarters locations

United States, North America

Social

N/A

Profile Resume

Wealthfront headquartered in United States, North America, operates in the Financial Services, Finance, FinTech, Personal Finance, Wealth Management sector. The company focuses on Financial Services and has secured $38.4B in funding across 140 round(s). With a team of 251-500 employees, Wealthfront is actively contributing to advancements in Financial Services. Their latest funding round, Angel Round - Wealthfront, raised $3.0M. Discover more about their projects, partnerships, and impact on our platform.

Employees

imagePlace Dan Carroll

Dan Carroll

Founder and Chief Strategy Officer

imagePlace Chris Hutchins

Chris Hutchins

Head of Financial Automation

imagePlace Amy Fox

Amy Fox

Vice President, Strategic Partnerships

imagePlace Burt Malkiel

Burt Malkiel

Chief Investment Officer

imagePlace David Fortunato

David Fortunato

CEO

imagePlace William Kluge

William Kluge

Software Engineer

Funding Rounds

Funding rounds

7

Investors

7

Lead Investors

0

Total Funding Amount

$274.2M

Details

6

Wealthfront has raised a total of $274.2M in funding over 6 rounds.

Announcement dateTransaction nameNumber of InvestorsMoney raisedLead Investor
2014Late Stage Venture35.0M
2013Early Stage Venture20.0M
2009Early Stage Venture7.5M
2008Seed3.0M

Investors

Wealthfront is funded by 32 investors.

Investor NameLead InvestorFunding RoundPartners
Wealthfront-FUNDING ROUND - Wealthfront20.0M
Jason Calacanis-FUNDING ROUND - Jason Calacanis20.0M
Wealthfront-FUNDING ROUND - Wealthfront3.0M
Michael Jones-FUNDING ROUND - Michael Jones3.0M

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