Wealthfront
PublicWealthfront 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
Wealthfront Comparables
Compare Wealthfront with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Betterment | 86% | |
| M1 | 85% | |
| Wealthsimple | 82% | |
Wealthfront Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| IPO | Dec 2, 2025 | ||||
| Convertible Debt | Sep 2, 2022 | ||||
| Series E | Jan 4, 2018 | ||||
| Series D | Oct 28, 2014 | ||||
| Series C | Apr 2, 2014 | ||||
Series B | Mar 20, 2013 |
Wealthfront Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Benchmark Capital | Series E, Series C |
| UBS Group AG | Convertible Debt |
| Greylock Partners | Series D, Series E, Series C, Series B |
| Keefe, Bruyette & Woods | IPO |
| Dragoneer Investment Group | Series D |
| Social Capital | Series E |
| KeyBanc Capital Markets | IPO |
Wealthfront Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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