Overview

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Total Equity Funding
$129.5M in 5 Rounds from 33 Investors
Most Recent Funding
$64M Series D on October 27, 2014
Headquarters:
Palo Alto, CA
Description:
Wealthfront is the largest and fastest growing automated investment service, with over $2 billion in assets under management.
Founders:
,
Categories:
Stock Exchanges, Personal Finance, Financial Services, Wealth Management, Finance, FinTech
Website:
http://wealthfront.com
Social:

Company Details

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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.

Funding Rounds (5) - $129.5M

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DateAmount / RoundValuationLead InvestorInvestors
Oct, 2014$64M / Series D$700M7
Apr, 2014$35M / Series C14
Mar, 2013$20M / Series B13
Dec, 2009$7.5M / Series A1
Dec, 2008$3M / Angel7

Current Team (15)

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Products (2)

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  • Tax-loss harvesting is a technique used to lower your taxes while maintaining the expected risk and return profile of your portfolio.
  • Wealthfront manages a personalized online investment account that is fully diversified and rebalanced for you.

Competitors (1)

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  • Betterment is a goal-based online investment company, delivering personalized financial advice paired with low fees and customer experience.

Offices/Locations (2)

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  • Maya Grinberg

    541 Cowper Street

    Palo Alto, CA 94301

    USA

  • Headquarters

    900 Middlefield Rd

    2nd Floor

    Redwood City, California 94063

    United States

Past Team (10)

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Images (2)

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