Wealthfront
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Financial Software · California, United States · 201-500 Employees

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Overview

Headquarters

261 Hamilton Ave, Palo Alto, California,...

Phone Number

(844) 995-8437

Revenue

$365 Million

Stock Symbol

WLTH

Industry

Financial Software Finance Software Securities Trading Venture Capital & Private Equity
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
7
7
4
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3
2

About Wealthfront

Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition. Through software, we deliver high-yield savings through partner banks, diversified ETF and bond ETF investing, zero-commission stock investing, and low-cost loans to help both sophisticated and new investors learn, lower costs, and grow wealth.Explore more
Wealthfront's Social MediaPopular SearchesWealthfront CorpWealthfrontWealthfront IncWealthfront Capital IncWealthfront Brokerage LLCSIC Code 73,737NAICS Code 51,513Ticker NASDAQ: WLTHShow more

Wealthfront Org Chart

JC
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President and Chief Executive Officer At Weal...

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LL
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Chief Legal Officer, Chief Compliance Officer...

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Julien Wetterwald, Chief Technology Officer at Wealthfront
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Chief Technology Officer

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AI
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Chief Financial Officer & Treasurer

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BK
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General Counsel

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MD
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Deputy General Counsel

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RA
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General Counsel

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealthfront

$365M
201-500
Public
$689.5M
2011
JC
Jamie CoffeyPresident and CEO At Wealthfront Brokerage LLC
$274.3M
501-1,000
Private
$435M
2008
$262.9M
501-1,000
Private
$570.6M
2012
Kasia Leyden, Global Chief Marketing Officer at Acorns
Kasia LeydenGlobal Chief Marketing Officer
$197.5M
201-500
Private
$319.2M
2015
$52.5M
201-500
Private
$606.2M
2015
Steven Hodgeman, Chief Financial Officer at Stash
Steven HodgemanChief Financial Officer
$36.8M
51-200
Private
$119.5M
2006
Samir Salvi, Chief Financial Officer at SigFig
Samir SalviChief Financial Officer
$21M
51-200
Private
$141.6M
2014
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Wealthfront is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Wealthfront is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Wealthfront.

Wealthfront financials insights

Gather financial insights about Wealthfront, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2008

Angel/Seed

$3M

2009

Series A

$7.5M

2013

Series B

$20M

2014

Series C

$35M

Series D

$64M

2018

Private Equity

$75M

2025

IPO

$485M

See All Wealthfront's Financials Insights

Wealthfront Tech Stack

A closer look at the technologies used by Wealthfront

Most Recent Scoops

Person-Based
Compliance
Person-Based
Product Development, Product Management, Forecasting, Corporate Strategy
Project
Wealthfront has increased the base APY on all cash management accounts by five basis points to 3.3% on January 30.
Project
Wealthfront has launched its proprietary WEALTHFRONT Treasury Money Market Fund (WLTXX) in December with a measured rollout. As of the end of February, prior to general availability, the money market fund had just over $85 million in AUM.
Project
Spending/Investment, Finance, Financing & Debt
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Wealthfront News & Media

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Top Financial Software Companies

Frequently Asked Questions Regarding Wealthfront

What is Wealthfront's stock symbol?
Wealthfront's stock symbol is WLTH
What is Wealthfront's official website?
Wealthfront's official website is www.wealthfront.com
What is Wealthfront's Revenue?
Wealthfront's revenue is $365 Million
What is Wealthfront's SIC code?
Wealthfront's SIC: 73,737
What is Wealthfront's NAICS code?
Wealthfront's NAICS: 51,513
How many employees does Wealthfront have?
Wealthfront has 201-500 employees
What industry does Wealthfront belong to?
Wealthfront is in the industry of: Financial Software, Finance, Software
What is Wealthfront competition?
Wealthfront top competitors include: Betterment, Acorns, M1 Finance, SigFig
What technology does Wealthfront use?
Some of the popular technologies that Wealthfront uses are: Freshservice, Zingfit, Adblade, DocuSign
Who is the CFO of Wealthfront?
Wealthfront's CFO is Alan Imberman
Who is the CTO of Wealthfront?
Wealthfront's CTO is Julien Wetterwald
How do I contact Wealthfront?
Wealthfront contact info: Phone number: (844) 995-8437 Website: www.wealthfront.com
What does Wealthfront do?

Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition. Through software, we deliver high-yield savings through partner banks, diversified ETF and bond ETF investing, zero-commission stock investing, and low-cost loans to help both sophisticated and new investors learn, lower... costs, and grow wealth.Read More

What are Wealthfront social media links?
Wealthfront Linkedin page Wealthfront Twitter page Wealthfront Facebook page
Who invested in Wealthfront?
Wealthfront has 24 investors including Index Ventures, Greylock Partners, The Social+Capital Partnership and DAG Ventures.
Is Wealthfront a public company?
Yes, Wealthfront is a public company and is traded under the symbol WLTH
See more information about Wealthfront

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