OverviewSuggest Edit

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.
TypePrivate
Founded2008
HQRedwood City, US
Websitewealthfront.com
Employee Ratings4.4

Locations

Wealthfront is headquartered in
Redwood City, United States

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Latest Updates

Employees (est.) (Mar 2019)191
Job Openings32

Key People/Management at Wealthfront

Andy Rachleff

Andy Rachleff

President & CEO
David Fortunato

David Fortunato

CTO
Burt Malkiel

Burt Malkiel

Chief Investment Officer
Alison Rosenthal

Alison Rosenthal

VP Strategic Partnerships
Ashley Fieglein Johnson

Ashley Fieglein Johnson

Chief Operating Officer & Chief Financial Officer
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Wealthfront Office Locations

Wealthfront has an office in Redwood City
Redwood City, US (HQ)
900 Middlefield Rd
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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

500.0m
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Wealthfront Operating Metrics

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

Accounts

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

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
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Human Capital Metrics

Source: github.com
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Wealthfront Online and Social Media Presence

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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 191 employees.

  • Who are Wealthfront competitors?

    Competitors of Wealthfront include SigFig, MoneyFarm and Wealthify.

  • Where is Wealthfront headquarters?

    Wealthfront headquarters is located at 900 Middlefield Rd, Redwood City.

  • Where are Wealthfront offices?

    Wealthfront has an office in Redwood City.

  • How many offices does Wealthfront have?

    Wealthfront has 1 office.