Wealthfront

Wealthfront is the world's largest & fastest-growing automated investment service. The Company manages a diversified, continually rebalanced portfolio of index funds at a very low cost and in an extremely tax-efficient manner. Wealthfront unique service is made possible by combining a team of world-class financial experts.

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



Company Growth (employees)
Type
Private
HQ
Redwood City, US
Founded
2008
Size (employees)
153 (est)+2%
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 an office in Redwood City
Redwood City, US (HQ)
900 Middlefield Rd

Wealthfront Metrics

Summary Metrics

Wealthfront's latest funding round in October 2014 was reported to be $64 m. In total, Wealthfront has raised $129.5 m. Wealthfront's latest valuation is reported to be $700 m.

Wealthfront Operating Metrics

Wealthfront's Assets Under Management was reported to be $5 b in Mar, 2017
Dec, 2014Mar, 2015Jul, 2015Sep, 2015Dec, 2015Mar, 2016Jul, 2016Sep, 2016Dec, 2016Mar, 2017

Accounts

19.84 k21.45 k35.5 k42.34 k42.34 k42.34 k83.76 k80.98 k89.6 k100.2 k

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

Wealthfront Median Salaries

Source: 16 public H-1B filings from Wealthfront

Wealthfront Online Presence

Wealthfront Company Life

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