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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 11, 2025

Last Round

Convertible Debt

Sep 2, 2022

Est. Valuation at Exit

$1.4B

Total Funding Raised

$574.75M

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-advisorautomated investmenthigh-yield cash accounttax-loss harvestingautomated financial planningfintechsecurities-backed lendingassets under managementAUMportfolio rebalancingdigital wealth managementautomated index investingfixed-income investmentcustodial accountsneobank

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 11, 2025
Convertible DebtSep 2, 2022
Series EJan 4, 2018
Series DOct 28, 2014
Series CApr 3, 2014
Series B
Mar 21, 2013

Key People

Founding team and executive leadership

Daniel Carroll

Founder & Chief Strategy Officer

Founding Team

JAMES SMALL

CEO

Executive Team

Julien Wetterwald

CTO

Executive Team

Wealthfront Investors

Notable investors and investment history

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

Wealthfront Filings

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Wealthfront filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Firmographic Details

HeadquartersPalo Alto, California
Employee Range357
Year Founded2008
Last FundingSep 2, 2022

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