- Total Equity Funding
- $129.5M in 5 Rounds from 33 Investors
- Most Recent Funding
- $64M Series D on October 27, 2014
- Palo Alto, CA
- Wealthfront is the largest and fastest growing automated investment service, with over $2 billion in assets under management.
- Dan Carroll, Andy Rachleff
- Stock Exchanges, Personal Finance, Financial Services, Wealth Management, Finance, FinTech
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) - $129.5MUpdate
Current Team (15)Update
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.
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|Aug 17, 2016||Business Insider (tech) - How technology will affect the entire financial services industry|
|Jul 30, 2016||Business Insider (tech) - Fidelity has launched a robo-advisor competitor|
|Jul 29, 2016||Channel News Asia - Tech - Big US brokerages chase the rich in departure from retail roots|
|Jul 29, 2016||Fortune - Why Big U.S. Brokerages Only Want Multi-Millionaires Now|
|Jul 26, 2016||TechCrunch - N26 launches its investment product in Germany|
541 Cowper Street
Palo Alto, CA 94301
900 Middlefield Rd
Redwood City, California 94063