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Wealthfront - About the company

Wealthfront is a public company based in Palo Alto (United States), founded in 2008 by Daniel Carroll. It operates as a Robo advisor and financial planning platform. Wealthfront has raised $205M in funding from investors like Index Ventures, Spark Capital and Tiger Global Management. The company has 171 active competitors, including 38 funded and 11 that have exited. Its top competitors include companies like Betterment, Stash and M1 Finance.

Company Details

Wealthfront is a robo advisor and financial planning platform. It allows users to set aside funds as savings, make investments, and develop retirement plans for the future. It also offers tools to assess risks in borrowings and financial planning for education and travel. It also offers a platform for banking and borrowing.
Social
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Email ID
*****@wealthfront.com
Registered Address
Redwood City, California
Key Metrics
Founded Year
2008
Location
Palo Alto, United States
Stage
Public
Total Funding
$205M in 6 rounds
Latest Funding Round
Ranked
Employee Count
453 as on Aug 31, 2026
Investment & Acquisitions
Similar Companies
Exit Details
Public

Wealthfront's IPO details

Wealthfront got listed on Dec 12, 2025.
Click here to take a look at Wealthfront's IPO in detail
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Wealthfront's funding and investors

Wealthfront has raised a total funding of $205M over 6 rounds. Its first funding round was on 2008. Its latest funding round was a Series E round on Jan 04, 2018 for $*****. 8 investors participated in its latest round. Wealthfront has 19 institutional investors and 15 angel investors.

Here is the list of recent funding rounds of Wealthfront:lockFilter this list
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
Jan 04, 2018
7806255
Series E
7358583
7974619
7354570
7837243
Oct 28, 2014
1806179
Series D
6229211
8745843
9997302
Apr 02, 2014
8806831
Series C
8724028
3557714
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Wealthfront's founders and board of directors

Founder? Claim Profile
The founders of Wealthfront is Daniel Carroll.
Here are the details of Wealthfront's key team members:

Wealthfront's Board of Directors

Wealthfront's board has 7 active members. Mike Volpi, Adam Nash, Daniel Carroll, Jeff Jordan, RICK FOREMAN, Barry Mccarthy and Andrew Rachleff are independent board members.
Here is the list of Wealthfront's board of directors:
Name
Type
Representing
Status
Duration
Independent board member
-
Current
12y 4m
torrzep
Independent board member
-
Current
4y 3m
ajdhqyl
Independent board member
-
Current
1y 6m
ltctgfi
Independent board member
-
Current
6y 7m
ylzrian
Independent board member
-
Current
8y 3m
cvzlmmm
Independent board member
-
Current
2y 9m
nqqyczp
Independent board member
-
Current
3y 5m

Wealthfront's employee count trend

Wealthfront has 453 employees as of Aug 26. Here is Wealthfront's employee count trend over the years:
Employee count trend for Wealthfront
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Wealthfront's Competitors and alternates

Top competitors of Wealthfront include Betterment, Stash and M1 Finance. Here is the list of Top 10 competitors of Wealthfront, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Betterment
Betterment
2010, New York City (United States), Series F
App-based automated investment and retirement planning platform
$335M
75/100
2nd
Logo for Wealthfront
Wealthfront
2008, Palo Alto (United States), Public
Robo advisor and financial planning platform
$205M
75/100
3rd
Logo for Stash
Stash
2015, New York City (United States), Acquired
Automated investment and robo-advisory platform
$747M
74/100
4th
Logo for M1 Finance
M1 Finance
2015, Chicago (United States), Series E
Provider of an investment and lending platform for securities
$333M
72/100
5th
Logo for Pogo
Pogo
2020, New York City (United States), Series A
App-based platform offering rewards for multi-category products
$32M
67/100
6th
Logo for Ellevest
Ellevest
2014, New York City (United States), Acqui-Hired
App-based automated investment platform for women
$155M
67/100
7th
Logo for BrightPlan
BrightPlan
2016, San Jose (United States), Series B
Goal-based robo advisoy platform
$48.1M
63/100
8th
Logo for SigFig
SigFig
2011, San Francisco (United States), Series E
Intelligent financial solutions and personalized advice for enterprises and individual investors
$117M
62/100
9th
Logo for Unifimoney Tech
Unifimoney Tech
2019, Austin (United States), Seed
App-based Robo-advisory platform for individuals
$10M
59/100
10th
Logo for Powder
Powder
2023, Los Altos (United States), Seed
Provider of generative AI co-pilot for wealth advisors
$5.5M
59/100
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Looking for more details on Wealthfront's competitors? Click here to see the top ones

Wealthfront's Investments and acquisitions

Wealthfront has acquired Grove. Wealthfront has not made any investments as of now.

Reports related to Wealthfront

Here is the latest report on Wealthfront's sector:

News related to Wealthfront

lockFilter this list
Media has covered Wealthfront for a total of 89 events in the last 1 year, 60 of them have been about company updates.
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