OverviewSuggest Edit

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.

HQPalo Alto, US
Employee Ratings4.4
Overall CultureA

Latest Updates

Employees (est.) (Nov 2020)229(-2%)
Job Openings15
Cybersecurity ratingBMore

Key People/Management at Wealthfront

Andy Rachleff

Andy Rachleff

President & CEO
David Fortunato

David Fortunato

Kal Iyer

Kal Iyer

Vice President Of Engineering
Daniel Slate

Daniel Slate

Senior Director of Product Management
Alan Imberman

Alan Imberman

Vice President of Finance
Vineet Singh

Vineet Singh

Chief Data Officer
Show more

Wealthfront Office Locations

Wealthfront has an office in Palo Alto
Palo Alto, US (HQ)
261 Hamilton Ave
Show all (1)

Wealthfront Financials and Metrics

View all funding rounds

Wealthfront Revenue

Market valuation

Show all financial metrics

Wealthfront Operating Metrics

Wealthfront's Assets Under Management was reported to be $21b in Apr, 2020.
Dec, 2018Mar, 2019Sep, 2019Oct, 2019Apr, 2020

Assets Under Management

$11 b$13 b$20 b$21 b


270 k400 k

Annual Percentage Yield


FDIC Insurance

$1 m
Show all operating metrics

Wealthfront Acquisitions / Subsidiaries

Company NameDateDeal Size
GroveAugust 22, 2019

Human Capital Metrics

Source: github.com
Embed Graph
Show all human capital metrics

Wealthfront Cybersecurity Score

Cybersecurity ratingPremium dataset



SecurityScorecard logo

Wealthfront Online and Social Media Presence

Embed Graph

Wealthfront Company Culture

  • Overall Culture



  • CEO Rating



  • Compensation



Learn more on Comparably

Wealthfront News and Updates

Wealthfront Automates Savings For Users

Wealthfront launched a new service that automates a client’s savings plan so they no longer need to manually monitor accounts and move money around.

Extra Crunch Live: Join Wealthfront CEO Andy Rachleff August 11 at 1pm EDT / 10am PDT about the future of investing and fintech

Wealthfront was one of the earliest and remains one of the most formidable companies in the so-called robo-advisor space — algorithmic apps that manage and optimize your savings and investments. Since its debut, the platform has skyrocketed in popularity, taking in more than $200 million in venture …

The Wealthfront Cash Account is a hybrid savings and checking account that lets you get your paycheck up to 2 days early

  The Wealthfront Cash Account (Member FDIC) acts as a hybrid savings and checking account. You'll earn a competitive APY like you would with a high-yield savings account, but you'll also have access to a debit card and direct deposits, as you would with a checking account. You can also receive yo…

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…
Show more

Wealthfront Blogs

Switching Banks? Here’s How Credit Cards Make It Easier

Banking can be a headache, particularly when you use a traditional bank. Between trekking to bank branches, earning little to no interest on your cash, and paying annoying fees, you might find yourself tempted to say goodbye to your bank and pick a new one. At the same time, you probably worry about…

How Wealthfront’s Tax-Loss Harvesting Pays for Itself

We’ve written before that our Tax-Loss Harvesting service saves Wealthfront clients money whether the market is up or down. But what you might not know is that it renders our high quality investing service basically fee-free by generating tax savings that far outweigh the 0.25% annual advisory fee w…

You Can Now Send a Check from the Wealthfront App

The Wealthfront Cash Account has gotten a series of major upgrades this year. This summer, we enabled checking features so you can direct deposit your paycheck (and get paid up to two days early), pay bills and friends, make purchases with a debit card, and access your cash via a network of free ATM…

What Are Robo-Advisors, and How Do They Differ?

If you’re interested in investing, odds are you’ve heard the word “robo-advisor” used before. While it’s fun to imagine a robot managing your investment portfolio and beeping cheerfully as it works, robo-advisors are actually automated investing services managed by software instead of human advisors…

Investing Advice for the 2020 Presidential Election

On the eve of the 2020 U.S. presidential election, some investors may find themselves worrying about what the coming weeks and months will mean for their portfolios. In a recent blog post, Wealthfront’s Chief Investment Officer Burton Malkiel made some predictions about what could be on the horizon …

Think You Can Beat the Market with Day Trading? Don’t Forget About Taxes

Day trading may be popular right now, but that doesn’t mean it’s a good idea. In a recent blog post, we explained why investors and traders shouldn’t be fooled by absolute returns and that earning seemingly strong returns of 30% when the market is up 50% is actually pretty terrible performance. Once…
Show more

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 Kal Iyer.

  • How many employees does Wealthfront have?

    Wealthfront has 229 employees.

  • Who are Wealthfront competitors?

    Competitors of Wealthfront include Altruist, Personal Capital and SigFig.

  • 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.