OverviewSuggest Edit

Wealthfront is an automated investment service company that builds and manages personalized, globally-diversified investment portfolios. It provides data-driven, actionable recommendations to improve net-of-fee, after-tax, risk-adjusted returns. Wealthfront allows users to monitor their real-time investment performance, review recent transactions, receive financial advice, and manage their deposits.

TypePrivate
Founded2008
HQPalo Alto, CA, US
Websitewealthfront.com
Employee Ratings4.5
Overall CultureA+

Latest Updates

Employees (est.) (Jun 2021)248(+2%)
Job Openings7
Cybersecurity ratingBMore

Key People/Management at Wealthfront

Andy Rachleff

Andy Rachleff

President & CEO
David Fortunato

David Fortunato

President
Kal Iyer

Kal Iyer

Vice President Of Engineering
Daniel Slate

Daniel Slate

Senior Director of Product Management
Alan Imberman

Alan Imberman

Vice President of Finance
Vineet Singh

Vineet Singh

Chief Data Officer
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Wealthfront Office Locations

Wealthfront has an office in Palo Alto
Palo Alto, CA, US (HQ)
261 Hamilton Ave
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Wealthfront Financials and Metrics

Summary Metrics

Founding Date

2008

Wealthfront total Funding

$204.5 m

Wealthfront latest funding size

$75 m

Time since last funding

3 years ago

Wealthfront investors

Wealthfront's latest funding round in January 2018 was reported to be $75 m. In total, Wealthfront has raised $204.5 m. Wealthfront's latest valuation is reported to be $500 m.
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Wealthfront Revenue

Market valuation

500.0m
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Wealthfront Operating Metrics

Wealthfront's Assets Under Management was reported to be $21b in Apr, 2020.
Dec, 2018Mar, 2019Sep, 2019Oct, 2019Apr, 2020

Assets Under Management

$11 b$13 b$20 b$21 b

Accounts

270 k400 k

Annual Percentage Yield

2.07%

FDIC Insurance

$1 m
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Wealthfront Acquisitions / Subsidiaries

Company NameDateDeal Size
GroveAugust 22, 2019

Human Capital Metrics

Source: github.com
Embed Graph
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Wealthfront Cybersecurity Score

Cybersecurity ratingPremium dataset

B

83/100

SecurityScorecard logo

Wealthfront Online and Social Media Presence

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Wealthfront Company Culture

  • Overall Culture

    A+

    90/100

  • CEO Rating

    A+

    95/100

  • Compensation

    A+

    89/100

  • Diversity

    A+

    92/100

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Wealthfront Blogs

What’s Your Investment Return? 4 Answers to a Simple Question

“What’s your investment return?” It’s a simple question, but there are multiple ways to answer it. That’s because there are four primary methods of calculating investment return. They are: Simple return Time-weighted return Money-weighted return Internal rate of return Each method was created to mea…

How To Keep Up Good Financial Habits After the Pandemic

It’s nearly summer, and lots of us are getting excited about returning to pre-pandemic normalcy here in the US. Whether you can’t wait to jump on a plane and travel the world or you just want to go back to your favorite restaurant, there’s a lot to look forward to in the coming months as […] The pos…

Welcoming Jaleh Bisharat to Our Board of Directors

Wealthfront is disrupting the traditional financial industry by using software to put our clients’ interests first. We’re building the one platform you need to manage your entire financial life and grow your long-term wealth responsibly. Plans this big require an exceptional team, and today we’re th…

How To Get Ready for Next Year’s Taxes Today

Whether you’ve already completed your 2020 tax return or you’re nearly there, you’re probably feeling a sense of relief and accomplishment now that tax season is drawing to a close. But don’t stop yet! You’ve got momentum, and now is a great time to get organized for next year’s taxes. Here are four…

You Can Now Use Wealthfront to Build and Automate Your Own Portfolio

Maybe you’re bullish on TSLA, but you still want to invest in index funds. Maybe you’re passionate about building a better future, and you want an entire portfolio of socially responsible investments. Maybe you like Wealthfront’s recommended portfolios, but there’s one asset class you’d like to twea…

Build Your Socially Responsible Wealthfront Portfolio

Investing isn’t just a way of growing your money – it’s a way of shaping the future. When you invest in a certain ETF or stock or asset class, you’re expressing a belief in the future of that investment. Because of this, picking the right portfolio can be highly personal. That’s why Wealthfront make…
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Wealthfront Frequently Asked Questions

  • When was Wealthfront founded?

    Wealthfront was founded in 2008.

  • Who are Wealthfront key executives?

    Wealthfront's key executives are Andy Rachleff, David Fortunato and Kal Iyer.

  • How many employees does Wealthfront have?

    Wealthfront has 248 employees.

  • Who are Wealthfront competitors?

    Competitors of Wealthfront include Altruist, Personal Capital and SigFig.

  • Where is Wealthfront headquarters?

    Wealthfront headquarters is located at 261 Hamilton Ave, Palo Alto.

  • Where are Wealthfront offices?

    Wealthfront has an office in Palo Alto.

  • How many offices does Wealthfront have?

    Wealthfront has 1 office.