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General Information

Websitehttps://www.wealt...
Bloghttps://www.wealt...
Twitter@wealthfront
CategoryConsumer Web
Phone(888) 227-5498
Emailsupport@wealthfro...
Employees20
Founded2008
DescriptionOnline Financial Advisor

Offices

Palo Alto, USA
203 Forest Ave
Palo Alto, CA, 94301
USA

People

Founder and Chief Strategy Officer
Chief Operating Officer
President and CEO
Board Member
Chief Investment Officer

Former People

Funding

Tags

Wealthfront

Wealthfront (previously kaChing) combines world-class financial expertise and leading edge technology to provide sophisticated investment management at prices affordable for everyone. The company is headquartered in Palo Alto, California, and received funding from Index Ventures, Social+Capital Partnership, Greylock Partners, DAG Ventures and such angel investors as Marc Andreessen, Ben Horowitz and Jeff Jordan.

Recent Milestones

Videos

Above:

Wealthfront- How It Works

Added: 1/5/12

Screenshots

Wealthfront screenshot
Above: Wealthfront Homepage
Uploaded: 3/28/13
Wealthfront screenshot
Above: Your Wealthfront Plan
Uploaded: 3/29/13

Products

Automated Tax-Loss Harvesting

Tax-loss harvesting is a technique used to lower your taxes while maintaining the expected risk and return profile of your portfolio. It harvests previously unrecognized investment losses to offset taxes due on your other gains and income. You can reinvest these tax savings to significantly grow the value of your portfolio. Wealthfront developed software to make this service, traditionally only available to accounts in excess of $10MM, available to taxable accounts with at least $100k.

Wealthfront Investment Account

Websitehttps://www.wealthfront.com
Bloghttps://blog.wealthfront.com
Launch DateDecember 1, 2011

Wealthfront manages a personalized online investment account that is fully diversified and rebalanced for you. Your first $10k is managed for free and the rest for only 0.25% a year, no hidden fees or commissions.

Wealthfront supports the following account types:

Individual and Joint Taxable Accounts
Trust Accounts
IRA Accounts and Transfers (Traditional, Roth, SEP)
401(k) Rollovers

Traffic Analytics

Compete

Wealthfront

Sources

  1. TechCrunch (techcrunch.com) [edit]
  2. kaChing Raises $7.5 Million To Turn Mutual Funds On Their Heads (techcrunch.com) [edit]
  3. Wealthfront, The Investing Service That Has Made Me Money, Raises $20M From Index, Greylock and Social+Capital Partnership (techcrunch.com) [edit]
  4. kaChing Gets $100M under Management and Gets All Wall Street with a New Name (techcrunch.com) [edit]
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Last Edited 4/23/13

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