Wealthfront

Wealthfront is the world's largest & fastest-growing automated investment service. We manage a diversified, continually rebalanced portfolio of index funds on your behalf at a very low cost and in an extremely tax-efficient manner. Our unique service is made possible by combining a team of world-class financial experts, led by Dr. Burton Malkiel, renowned economist and author of A Random Walk Down Wall Street, with some of Silicon Valley’s best technology talent.

Truly Automated: Wealthfront takes the guesswork out of sound, long-term investing through effortless automation. Wealthfront manages a personalized online investment account for you that is fully diversified and periodically rebalanced – accessible anytime and anywhere from your desktop, tablet or phone. 



Company growth
Type
Private
HQ
Redwood City, US
Founded
2008
Size (employees)
152 (est)
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
Dan Carroll

Dan Carroll

Founder & Chief Strategy 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 office in Redwood City
Redwood City, US

Wealthfront Metrics

Wealthfront Summary

* Source: http://finance.yahoo.com/news/robo-ad...
We estimate that Wealthfront's latest funding round in October 2014 was $64 M. In total, Wealthfront has raised $130 M. We estimate that Wealthfront's latest valuation is $700 M.

Wealthfront Operating Metrics

Q1,2016Q4,2015Q3,2015Q2,2015Q1,2015Mar, 2015Q4,2014

Assets under management

$2.8 B$2.8 B$2.5 B$5.4 B$2.1 B$1.7 B

Customers

60 K

Market Position – Financial Services, investment manager, robo advisor, asset management, fintech

Wealthfront Online Presence

Wealthfront Company Life

You may also be interested in