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Wealthfront

Market Valuation

$500 M

2018-01-04

Total Funding

$204.5 M

Wealthfront Summary

Company summary

Overview
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.
Type
Private
Status
Active
Founded
2008
HQ
Palo Alto, CA, US | view all locations
Website
https://www.wealthfront.com
Cybersecurity rating
Sectors

Key people

  • Andy Rachleff
  • David Fortunato
  • Celine Sun, Director, PhD, CFA

    • Burt Malkiel

      Burt Malkiel, Chief Investment Officer

      Operating MetricsView all

      Assets Under Management

      $21B
      5.0%

      Apr, 2020

      Accounts

      400K
      48.1%

      Apr, 2020

      FDIC Insurance

      $1M

      Oct, 2019

      LocationsView all

      1 location detected

      • Palo Alto, CA HQ

        United States

        261 Hamilton Ave

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