Wealthfront

Financial Services asset management fintech investment management robo advisor

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.

Market valuation(2014-10-27)

$700 M

Accounts(Mar, 2017)

100.2 K

Company Growth (employees)

Type

Private

Redwood City, US

Founded

2008

Size (employees)

168 (est)+7%

Website

wealthfront.com

Wealthfront was founded in 2008 and is headquartered in Redwood City, US

Key People at Wealthfront

Andy Rachleff

President & CEO

David Fortunato

CTO

Burt Malkiel

Chief Investment Officer

Alison Rosenthal

VP Strategic Partnerships

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

Founding Date	2008
Total Funding	$172 m
Latest funding size	$64 m
Time since last funding	almost 3 years
Investors	Slow Ventures, Alison Rosenthal, The Social+Capital Partnership, DougMackenzie, Dragoneer Investment Group, Ackerman and Goodrich, JeffreyJordan, Cipora Herman, Mark Pincus, DAG Ventures, Ali Pincus, TimFerris, Spark Capital, PeterPham, Ribbit Capital, Matt Mullenweg, Social Capital, HunterWalk, Index Ventures, Greylock Partners, KevinCompton, Paul Kedrosky, Bruce Dunlevie, Maven Ventures, Andy Dunn, Michael Schroepfer, Duff, Marc Andreessen, BenHorowitz, Satya Patel, Marissa Mayer, KevinRose, AdamD'Angelo, Andy Rachleff

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

Summary

USD

Source: http://finance.yahoo.com/news/robo-ad...,

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, 2014	Mar, 2015	Jul, 2015	Sep, 2015	Dec, 2015	Mar, 2016	Jul, 2016	Sep, 2016	Dec, 2016	Mar, 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 k	21.45 k	35.5 k	42.34 k	42.34 k	42.34 k	83.76 k	80.98 k	89.6 k	100.2 k