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Wealthfront

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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

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  Wealthfront received $20M in Series B funding. (3/20/13)
  Posted 3/21/13 at 12:59pm via techcrunch.com
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  Wealthfront added Adam Nash as Chief Operating Officer. (1/1/13)
  Posted 2/15/13 at 9:55am
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  Wealthfront added Burt Malkiel as Chief Investment Officer. (11/12/12)
  Posted 2/15/13 at 9:55am
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  Wealthfront — kaChing Gets $100M under Management and Gets All Wall Street with a New Name (10/19/10)
  Posted 10/20/10 at 5:32pm via techcrunch.com
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  Wealthfront added Lily Shen as CMO. (1/1/10)
  Posted 5/8/10 at 10:00am
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  Wealthfront received $7.5M in Series A funding. (12/15/09)
  Posted 12/15/09 at 10:45pm via techcrunch.com
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  Wealthfront received $3M in Angel funding. (12/16/08)
  Posted 12/15/08 at 10:24pm via techcrunch.com
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  Wealthfront added Jonathan Galore as Co-founder, VP Product. (10/1/08)
  Posted 12/15/08 at 8:22pm
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  Wealthfront added Jeff Jordan as Board Member. (1/1/07)
  Posted 5/16/12 at 4:30pm
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  Wealthfront added Dan Carroll as Founder and Chief Strategy Officer.
  Posted 12/15/08 at 8:22pm
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  Wealthfront added Andy Rachleff as President and CEO.
  Posted 12/15/09 at 9:08pm
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  Wealthfront added Pascal-Louis Perez as CTO.
  Posted 12/16/08 at 2:35am

Videos

Screenshots

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Above: Wealthfront Homepage
Uploaded: 3/28/13

Above: Your Wealthfront Plan
Uploaded: 3/29/13

Products

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Automated Tax-Loss Harvesting

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Wealthfront Investment Account

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

Traffic Analytics

Compete

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]
kaChing Gets $100M under Management and Gets All Wall Street with a New Name (techcrunch.com) [edit]