Wealthfront

Wealthfront is the automated investment service. The Company manages a diversified, continually rebalanced portfolio of index funds. Wealthfront offers "direct indexing", a tax-loss harvesting platform that purchases the individual securities of an investment portfolio.

Company Growth (employees)
Type
Private
HQ
Redwood City, US
Founded
2008
Size (employees)
155 (est)+2%
Wealthfront was founded in 2008 and is headquartered in Redwood City, US

Key People 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

Wealthfront Data and Metrics

Summary Metrics

Wealthfront's latest funding round in October 2014 was reported to be $64 m. In total, Wealthfront has raised $172 m. Wealthfront's latest valuation is reported to be $700 m.

Wealthfront Financial Metrics

Numbers are in $, USD

Market valuation

700 m

Wealthfront Operating Metrics

Wealthfront's Assets Under Management was reported to be $5 b in Mar, 2017. Wealthfront's Accounts was reported to be 100.2 k in Mar, 2017
Dec, 2014Mar, 2015Jul, 2015Sep, 2015Dec, 2015Mar, 2016Jul, 2016Sep, 2016Dec, 2016Mar, 2017

Assets Under Management

$1.55 b$1.7 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

Accounts

19.84 k21.45 k35.5 k42.34 k42.34 k42.34 k83.76 k80.98 k89.6 k100.2 k

Wealthfront Median Salaries

Source: 16 public H-1B filings from Wealthfront

Wealthfront Online and Social Media Presence

Wealthfront Company Life and Culture

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