Wealthfront
PublicLast Round
IPO Announced
Dec 2, 2025
Est. Valuation
$2.05B
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 Comps
Public and private peers based on sector, stage, and business model.
| Company | Status | Est. Valuation | Rev Multiple |
|---|---|---|---|
| OpenAI | Private | $86.0B | ~40x |
| Cohere | Private | $5.0B | -- |
| Competitor 1 | Public | $XX.XB | XXx |
| Competitor 2 | Public | $XX.XB | XXx |
Wealthfront Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| IPO Announced | 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 |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Firmographic Details
HeadquartersPalo Alto, California
Employee Range444
Year Founded2008
Last FundingDec 2, 2025