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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.
HQPalo Alto, US
Employee Ratings4.4
Culture scoreA

Latest Updates

Employees (est.) (May 2020)230(+2%)
Job Openings5

Key People/Management at Wealthfront

Andy Rachleff

Andy Rachleff

President & CEO
David Fortunato

David Fortunato

Burt Malkiel

Burt Malkiel

Chief Investment Officer
Ashley Fieglein Johnson

Ashley Fieglein Johnson

Chief Operating Officer & Chief Financial Officer
Kal Iyer

Kal Iyer

Vice President Of Engineering
Daniel Slate

Daniel Slate

Director of Product Management
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Wealthfront Office Locations

Wealthfront has an office in Palo Alto
Palo Alto, US (HQ)
261 Hamilton Ave
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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 Revenue

Market valuation

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Wealthfront Operating Metrics

Wealthfront's Assets Under Management was reported to be $20b in Sep, 2019.
Dec, 2014Mar, 2015Jul, 2015Sep, 2015Dec, 2015Mar, 2016Jul, 2016Sep, 2016Dec, 2016Mar, 2017Mar, 2019Sep, 2019Oct, 2019

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$13 b$20 b


19.84 k21.45 k35.50 k42.34 k42.34 k42.34 k83.76 k80.98 k89.60 k100.20 k270 k

Annual Percentage Yield


FDIC Insurance

$1 m
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Wealthfront Acquisitions / Subsidiaries

Company NameDateDeal Size
GroveAugust 22, 2019

Human Capital Metrics

Source: github.com
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Wealthfront Online and Social Media Presence

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Wealthfront Company Culture

  • Overall Culture



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Wealthfront News and Updates

A decade in, robo-advisers like Wealthfront and Betterment are in a tricky spot. Here's why one fintech banker thinks buyers and public investors will be hard to win over.

Robo-advisors exploded onto the wealth management scene in the last decade as their low-cost investment tools forced traditional financial advisors to adjust their strategies.  Jason Gurandiano, global head of financial technology investment banking at RBC, told Business Insider that robos have a …

Wealthfront acquires financial planning startup Grove

Today, Wealthfront and Grove, a financial planning startup, announced that the Grove team will be jo...

Wealthfront and Betterment are battling it out, and it's great news for savers

Betterment, the online investing adviser, debuted a high-yield savings account with a 2.69% APY in July, but reduced the rate to 2.44% after the Federal Reserve cut its benchmark interest rate. Betterment joined fellow robo-adviser Wealthfront in the high-yield savings space, which debuted its Ca…

It took less than 10 minutes to open a high-yield cash account with Wealthfront and earn more on my savings. Here's exactly what it's like to sign up.

After years of procrastinating on moving my savings into another account to earn interest, I finally opened a Wealthfront high-yield cash account. Wealthfront cash accounts come with a 2.57% APY (as of July 19), have a $1 minimum deposit, and are fee-free. I moved my emergency fund savings over to…
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Wealthfront Blogs

10 Ways The CARES Act Puts Money In Your Pocket

The CARES Act, which was signed into law on March 27, is a $2 trillion stimulus package to help Americans cope with the economic fallout caused by the spread of COVID-19. We know these are difficult times, and it’s not always easy to figure out these policies on your own. We want to help. There […] …

Don’t Miss The Best Market Days

Financial markets are extremely unpredictable in the short term. In mid March the Dow fell into official bear market territory, rattling investors worldwide. Then, on March 24 the Dow had its best day in 87 years. This kind of volatility is exactly why we think you shouldn’t bother trying to time th…

“Stocks Are On Sale” — How Should You Buy?

As the coronavirus COVID-19 has spread, the world has experienced an unusually high level of market volatility. Global markets are down, which can understandably feel painful for investors. But it also means that right now the markets are effectively “on sale.” Investing in the markets now is a lot …

The Wealthfront Cash Account Now Has A 0.26% APY Following A Fed Funds Rate Decrease

We’re living in extraordinary times. On Sunday, March 15 the Federal Open Market Committee (FOMC) lowered the target range for the federal funds rate by 1.00% to 0%–0.25% because of concerns about the impact of the coronavirus COVID-19 on economic activity. The cut (which was the second surprise rat…

There’s No Need To Fear A Bear Market

2019 was kind to investors, but 2020 has come with its ups and downs. After a record-setting start to the year, the tides turned quickly as news of the coronavirus COVID-19 made headlines. During a three-week window from February 19 to March 11, the Dow and S&P 500 tumbled into bear market terri…

Wealthfront Is Giving Away $100K Over The Next Month

Last year we launched the Wealthfront Cash Account as another way to help you earn more money on all of your money, and we’ve already paid out an eye-popping $106 million in interest (and counting!). In the year since its launch, our Cash Account attracted a whopping $8 billion in deposits. To our k…
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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 Burt Malkiel.

  • How many employees does Wealthfront have?

    Wealthfront has 230 employees.

  • Who are Wealthfront competitors?

    Competitors of Wealthfront include SigFig, Betterment and Axos Invest.

  • 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.