When was Wealthfront founded?

Wealthfront was founded in 2008 and raised its 1st funding round within a year of its incorporation.

Where is Wealthfront located?

Wealthfront is headquartered in Palo Alto, United States. It is registered at Redwood City, California.

Who is the current CEO of Wealthfront?

David Fortunato of Wealthfront.

How many employees does Wealthfront have?

As of Mar 31, 2026, the latest employee count at Wealthfront is 434.

Is Wealthfront a funded company?

Wealthfront is a funded company, having raised a total of $205M across 6 funding rounds to date. The company's 1st funding round was a $***** Angel round, raised on 2008.

When was the latest funding round of Wealthfront?

Wealthfront's latest funding was a $***** Series E round on Jan 04, 2018, with participation from 8 investors.

Where does Wealthfront rank among its competitors?

Wealthfront ranks 4th amongst 126 active competitors, of which 35 are funded. It stands 4th in terms of total funding among its competitors. The most recent competitor to raise funding was BrightPlan, which secured $4.02M in Jan, 2026.

Who are the top competitors of Wealthfront?

Wealthfront's top competitors include Betterment, M1 and Stash. Among them, BrightPlan secured the most recent funding round in January, 2026.

Wealthfront - 2026 Company Profile, Team, Funding & Competitors

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/
Social
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

Series E, Jan 04, 2018, $*****

Investors

Index Ventures & 33 more

Ranked

4^th among 126 active competitors

Employee Count

434 as on Mar 31, 2026

Investment & Acquisitions

Grove

Similar Companies

Betterment & 548 more

Exit Details

Public

View Wealthfront's full profile

Wealthfront is associated with 3 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
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 Software LLC CIN: 6764887 , United States, Active	Dec 30, 2008	-	-	-

Wealthfront got listed on Dec 12, 2025.

Click here to take a look at Wealthfront's IPO in detail

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:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jan 04, 2018	4721020	Series E	8028297	8889817	4282800	8259345
Oct 28, 2014	4954332	Series D	3356533	4602880	3950167	Ribbit Capital & 4 more
Apr 02, 2014	4811849	Series C	1044992	7825493	Index Ventures & 1 more	Greylock Partners & 2 more

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View details of Wealthfront's funding rounds and investors

The founders of Wealthfront is Daniel Carroll. David Fortunato and Jamie Coffey are the CEOs of Wealthfront.

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
David Fortunato: CEO of Wealthfront.

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
Mike Volpi	Independent board member	-	Current	11y 10m
ddkjwrv	Independent board member	-	Current	4y 6m
w{cljrl	Independent board member	-	Current	6y 4m
qidspkm	Independent board member	-	Current	8y 7m
ytwdipu	Independent board member	-	Current	7y 4m
pytagtl	Independent board member	-	Current	6y 4m
owtejfc	Independent board member	-	Current	7y 7m

View details of Wealthfront's Founder profiles and Board Members

Wealthfront's employee count trend

Wealthfront has 434 employees as of Mar 26. Here is Wealthfront's employee count trend over the years:

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Top competitors of Wealthfront include Betterment, M1 and Stash. 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	Betterment 2010, New York City (United States), Series F	App-based automated investment and retirement planning platform	$335M	Kinnevik, Francisco Partners & 42 others	80/100
2nd	M1 2015, Chicago (United States), Series E	Provider of an investment and lending platform for securities	$333M	Left Lane, SoftBank Vision Fund & 9 others	72/100
3rd	Stash 2015, New York City (United States), Series H	Automated investment and robo-advisory platform	$747M	Goodwater Capital, Union Square Ventures ... & 21 others	72/100
4th	Wealthfront 2008, Palo Alto (United States), Public	Robo advisor and financial planning platform	$205M	TriplePoint Capital, Benchmark & 32 others	75/100
5th	SigFig 2011, San Francisco (United States), Series E	Intelligent financial solutions and personalized advice for enterprises and individual investors	$117M	Union Square Ventures, Bain Capital Ventures ... & 12 others	63/100
6th	BrightPlan 2016, San Jose (United States), Series B	Goal-based robo advisoy platform	$48.1M	The Cynosure Group, Fremont Group & 1 others	63/100
7th	Ellevest 2014, New York City (United States), Acqui-Hired	App-based automated investment platform for women	$155M	Morningstar, Rethink Impact & 47 others	61/100
8th	Unifimoney 2019, Mill Valley (United States), Seed	App-based Robo-advisory platform for individuals	$10M	Hard Yaka, Plug and Play Tech Center & 6 others	59/100
9th	Powder 2023, Los Altos (United States), Seed	Provider of generative AI co-pilot for wealth advisors	$5.5M	Y Combinator, Elefund & 10 others	59/100
10th	Plenty 2022, San Francisco (United States), Acquired	AI-driven robo advisory platform for couples	$7.75M	Inovia Capital, Phenomenal Ventures & 9 others	58/100