Wealthfront logo — Save and invest for what’s next.

Wealthfront

Save and invest for what’s next.

Founded 2011 United States Palo Alto, United States 436 employees IPO Total: $689.50M Finance, Financial Services +2

General Information

Company Name Wealthfront
Founded Year 2011
Location United States Palo Alto, United States +1
Employees 436
Industries Finance, Financial Services, Fintech +1
Funding Stage IPO
Social

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About Wealthfront

Wealthfront, founded in 2011, has carved a niche in the Fintech industry by devising a comprehensive platform that amalgamates investing and saving products. The company aptly targets young professionals, assisting them in building long-term wealth across varying market conditions.

The company’s slogan, “Save and invest for what’s next,” is a testament to its focus on future financial strategies. Wealthfront delivers high-yield savings through partner banks, offers diversified ETF and bond investing, and provides zero-commission stock trades, all designed to lower costs and augment wealth. With an emphasis on accessibility, the platform is tailored for both seasoned and novice investors.

Headquartered in the United States, Wealthfront is deeply entrenched in the Financial Services and Wealth Management sectors. As of now, the company’s financial position is fortified by a significant $485 million IPO investment, highlighting sustained interest and trust from investors. This underscores the firm's potential for continued growth in the digital wealth management landscape.

Taxonomy: automated investment, robo-advisor, financial planning, diversified investing, ETF investing, bond investing, high-yield savings, zero-commission investing, low-cost loans, cash management, DIY financial planning, goal planning, investment management

Services & Products

Digital mortgage processing
Cash management accounts
Automated investment management
Tax optimization through tax-loss harvesting
Direct stock and ETF investing

Target Customers

Individuals seeking low-rate mortgages Investors seeking automated investing solutions Clients interested in tax-efficient investment strategies Couples managing joint finances Users of digital financial planning tools

Funding Rounds & Investors (7)

View All
Funding Stage Amount Investors Lead Investors Date
IPO •••••• - 01 Dec 2025
Series E •••••• 8
Investor Investor Investor Investor Investor Investor Investor
•••• ••••
01 Jan 2018
Series D •••••• 14
Investor Investor Investor Investor Investor Investor Investor Investor Investor Investor
•••• ••••
01 Oct 2014
Series C •••••• 7
Investor Investor Investor Investor Investor Investor
•••• ••••
01 Apr 2014
Series B •••••• 13
Investor Investor Investor Investor Investor Investor
•••• ••••
01 Mar 2013

View All 7 Funding Rounds

Wealthfront Alternatives & Competitors

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FAQ About Wealthfront

Save and invest for what’s next.
Wealthfront was founded in 2011.
Wealthfront is headquartered in Palo Alto, United States.
Wealthfront operates in the following industries: Finance, Financial Services, Fintech, Wealth Management.
Wealthfront has approximately 436 employees.
Wealthfront has completed 7 funding rounds, raising a total of $689.50M. The latest funding stage is IPO.
Wealthfront offers: Digital mortgage processing, Cash management accounts, Automated investment management, Tax optimization through tax-loss harvesting, Direct stock and ETF investing.
Top alternatives and competitors to Wealthfront include ETF Capital Management, BIP Wealth, TappAlpha, FUNDtastic, Maystone Wealth. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Wealthfront and ETF Capital Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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