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.
- Website
- www.wealthfront.com/
- 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
Investors
Ranked
2nd among 171 active competitors
Employee Count
453 as on Aug 31, 2026
Investment & Acquisitions
Similar Companies
Exit Details
Public
Legal entities associated with Wealthfront
Wealthfront is associated with 3 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
Wealthfront Software LLC CIN: 6764887 , United States, Active | Dec 30, 2008 | - | - | - |
WEALTHFRONT, INC. CIN: 208280144 , United States, Active | Dec 31, 1999 | - | 316 (As on Dec 31, 2024) | - |
Wealthfront Advisers LLC CIN: 6736130 , United States, Active | Jul 29, 2018 | - | - | - |
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:
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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 |
View details of Wealthfront's funding rounds and investors
Wealthfront's founders and board of directors
Founder? Claim ProfileThe founders of Wealthfront is Daniel Carroll.
Here are the details of Wealthfront's key team members:
- Daniel Carroll: Founder & Chief Strategy Officer of Wealthfront. They are also an angel investor in 1 startup and serve on the board of 1 company.Contact Info: 1 email address
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 |
View details of Wealthfront's Founder profiles and Board Members
Wealthfront's employee count trend
Wealthfront has 453 employees as of Aug 26. Here is Wealthfront's employee count trend over the years:
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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:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Betterment 2010, New York City (United States), Series F | App-based automated investment and retirement planning platform | $335M | 75/100 | |
2nd | Wealthfront 2008, Palo Alto (United States), Public | Robo advisor and financial planning platform | $205M | 75/100 | |
3rd | Stash 2015, New York City (United States), Acquired | Automated investment and robo-advisory platform | $747M | 74/100 | |
4th | M1 Finance 2015, Chicago (United States), Series E | Provider of an investment and lending platform for securities | $333M | 72/100 | |
5th | Pogo 2020, New York City (United States), Series A | App-based platform offering rewards for multi-category products | $32M | 67/100 | |
6th | Ellevest 2014, New York City (United States), Acqui-Hired | App-based automated investment platform for women | $155M | 67/100 | |
7th | BrightPlan 2016, San Jose (United States), Series B | Goal-based robo advisoy platform | $48.1M | 63/100 | |
8th | SigFig 2011, San Francisco (United States), Series E | Intelligent financial solutions and personalized advice for enterprises and individual investors | $117M | 62/100 | |
9th | Unifimoney Tech 2019, Austin (United States), Seed | App-based Robo-advisory platform for individuals | $10M | 59/100 | |
10th | Powder 2023, Los Altos (United States), Seed | Provider of generative AI co-pilot for wealth advisors | $5.5M | 59/100 |
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
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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Robbins LLP Investigates Wealthfront Corporation for Potential Securities Laws ViolationsPR Newswire•Aug 22, 2026•Wealthfront, Robbins
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Wealthfront Home Lending Launches in California with Rates 0.50% Below National AverageGlobeNewswire•Aug 11, 2026•Wealthfront
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Wealthfront Launches Tax-Efficient Custodial Account with $100 Seed FundingGlobeNewswire•Jun 23, 2026•Wealthfront, Pomerantz
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Wealthfront Corporation Reports Fiscal First Quarter 2027 ResultsGlobeNewswire•Jun 04, 2026•Wealthfront
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Wealthfront Advisers LLC Acquires 57,606 Shares of Alphabet Inc.MarketBeat•May 17, 2026•Wealthfront, Alphabet
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