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General Information

Websitewealthfront.com
Blogwealthfront.com/blog
Twitter@wealthfront
CategoryFinance/Venture
Phone650-249-4258
Emailsupport@wealthfro...
Employees20
Founded2008
DescriptionOnline Financial Advisor

Offices

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

People

Founder & Chief Strategy Officer & Board Director
CEO & Chief Compliance Officer of Wealthfront Brokerage Corporation
CTO
President & CEO
VP, Business Operations & CFO
VP, Product & Growth
VP, Research
VP, Engineering
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Wealthfront

Wealthfront is the largest and fastest growing automated investment service. It 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, Ribbit Capital, Social+Capital Partnership, Greylock Partners, DAG Ventures and such angel investors as Marc Andreessen, Ben Horowitz and Jeff Jordan.

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Videos

Above:

Wealthfront- How It Works

Added: 4/2/14

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

Websitewealthfront.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

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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. Automated Investment Service Wealthfront Raises $35M From Index, Ribbit Capital (techcrunch.com) [edit]
  5. Hungry Index Ventures buys up $3.5M in early Wealthfront employees’ stock (pandodaily.com) [edit]
    Automated Investment Services Company Wealthfront Now Manages Over $538M In Assets, Up 450 Percent Over The Past Year (techcrunch.com) [edit]
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Last Edited 4/2/14

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