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Wealthfront

Wealthfront



Wealthfront is a fintech company that provides an automated wealth management platform offering financial planning, investment management, and banking services through a mobile application.
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Wealthfront Overview

Palo Alto, CA, United States
2007
Fintech: Investment
https://www.wealthfront.com



Wealthfront Live Market Data

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Wealthfront Funding Rounds



RoundDateAmount RaisedValuationInvestorsSources
Series H9/3/2022
Series G6/26/2019
Series G12/27/2017
Series F10/27/2014
Series E4/2/2014
Series D
3/20/2013




Wealthfront Investors



InvestorInvestment RoundsLead PartnerInitial InvestmentOther Notable Investments
David MorinSeries BSeries B (2008-12-15)
GreylockSeries D, Series F, Series E, Series GSeries D (2013-03-20)
Index VenturesSeries D, Series F, Series E, Series GSeries D (2013-03-20)
Matthew MullenwegSeries DSeries D (2013-03-20)
Social CapitalSeries D, Series F, Series E, Series GSeries D (2013-03-20)
Benchmark Capital HoldingsSeries E, Series GSeries E (2014-04-02)
Kevin Rose
Series E
Series E (2014-04-02)




Wealthfront 409a Valuations



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Wealthfront Filings



TypedDateAmount OfferedAmount SoldFillingPagesDownload
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DisclaimerAll investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in options, swaps or other investments.This does not constitute an offer by Caplight Technologies, Inc. to sell, or a solicitation of an offer to buy, any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement(s), and will be subject to the terms and conditions and risks delivered in such documents. Any securities offered are offered through Caplight Markets LLC, member FINRA/SIPC.