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Wealthfront

Wealthfront

Public
Palo Alto, CaliforniaFintech: Investmenthttps://www.wealthfront.com

Wealthfront is now publicly traded

The data on this page reflects Wealthfront's private-market history up to the point it went public, including its funding rounds, valuation, and investors.

Went Public

Dec 2, 2025

Last Round

Convertible Debt

Sep 2, 2022

Est. Valuation at Exit

$1.4B

Total Funding Raised

$759.2M

Company Overview

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

Sector

Fintech: Investment

Verticals

FinTech, Mobile Commerce, TMT

AI Layer

Application

Keywords

robo-advisor platformautomated investment serviceautomated tax-loss harvestinglow-cost ETF portfoliosdigital wealth management platformdirect indexing for retail investorsintegrated banking and investment platformhigh-yield cash accountportfolio line of creditcommission-free stock and ETF tradingdigital retirement accounts (IRAs)automated bond ladder529 college savings plan

Wealthfront Comparables

Compare Wealthfront with similar companies based on industry and business-model similarity.

Wealthfront comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Betterment
86%
M1
85%
Wealthsimple
82%

Wealthfront Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
IPODec 2, 2025
Convertible DebtSep 2, 2022
Series EJan 4, 2018
Series DOct 28, 2014
Series CApr 2, 2014
Series B
Mar 20, 2013

Wealthfront Investors

Notable investors and investment history

Wealthfront investors
InvestorRounds
Benchmark CapitalSeries E, Series C
UBS Group AGConvertible Debt
Greylock PartnersSeries D, Series E, Series C, Series B
Keefe, Bruyette & WoodsIPO
Dragoneer Investment GroupSeries D
Social CapitalSeries E
KeyBanc Capital MarketsIPO

Wealthfront Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Wealthfront Filings

SEC and related filings with document metadata.

Firmographic Details

HeadquartersPalo Alto, California
Employee Range444
Year Founded2008
Last FundingSep 2, 2022

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