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

Type
Private
HQ
Redwood City, US
Founded
2008
Size (employees)
179 (est)-1%
Wealthfront was founded in 2008 and is headquartered in Redwood City, US
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Key People/Management at Wealthfront

Andy Rachleff

Andy Rachleff

President & CEO
David Fortunato

David Fortunato

CTO
Burt Malkiel

Burt Malkiel

Chief Investment Officer
Alison Rosenthal

Alison Rosenthal

VP Strategic Partnerships
Ashley Fieglein Johnson

Ashley Fieglein Johnson

Chief Operating Officer & Chief Financial Officer

Wealthfront Office Locations

Wealthfront has an office in Redwood City
Redwood City, US (HQ)
900 Middlefield Rd
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Wealthfront Financials and Metrics

Summary Metrics

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 Financials

Market valuation

500 m
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Wealthfront Operating Metrics

Wealthfront's Assets Under Management was reported to be $5b in Mar, 2017.
Dec, 2014Mar, 2015Jul, 2015Sep, 2015Dec, 2015Mar, 2016Jul, 2016Sep, 2016Dec, 2016Mar, 2017

Accounts

19.84 k21.45 k35.50 k42.34 k42.34 k42.34 k83.76 k80.98 k89.60 k100.20 k

Assets Under Management

$1.55 b$1.70 b$2.51 b$2.61 b$2.61 b$2.61 b$3.52 b$4.02 b$4.35 b$5.01 b
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