Wealthfront
Finance · California, United States · 201-500 Employees
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Overview
Headquarters
261 Hamilton Ave, Palo Alto, California,...Phone Number
(844) 995-8437Website
www.wealthfront.comRevenue
$371 MillionStock Symbol
WLTHIndustry
ZI Rank: 9
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
5
6
6
7
6
9
About Wealthfront
Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition. Through software, they 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 Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Wealthfront
$371M
201-500
Public
$689.5M
2011
JC
Jamie CoffeyPresident and CEO At Wealthfront Brokerage LLC
$197.5M
201-500
Private
$319.2M
2015
MG
Marcelo GolegãFounder & Chief Financial Officer & Chief Financial Officer, As A Service B2B
Company Profile Activity
Activity Insights
Wealthfront is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Wealthfront is drawing exceptional interest within the Finance 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
Wealthfront Tech Stack
A closer look at the technologies used by Wealthfront
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Most Recent Scoops
Event
Person-Based
Executive Moves, Events, Product Management, Podcast
Person-Based
Sales
Hiring Plans
Wealthfront has more open roles in Legal than it has had at any time in the past 12 months. Technologies mentioned include: Remote. Areas of expertise include: Compliance Implementation.
Hiring Plans
Open Position
Open Position
Wealthfront News & Media
Wealthfront (WLTH) Tops $100 Billion in Platform Assets. Can Revenue and Margins Catch Up?
Wealthfront Corporation (NASDAQ:WLTH) reported on September 9 that fiscal second-quarter revenue increased 1% to $91.9 million, despite platform assets rising 12% to $99 billion. The quarter ended July 31, 2026. Funded clients increased 14% to 1.51 million, and platform assets surpassed $100 billion by the end of August. Platform assets measure financial assets held in […]Wealthfront Q2 Earnings Call Highlights
Wealthfront (NASDAQ:WLTH) said fiscal second-quarter platform assets rose 12% from a year earlier to $99 billion as growth in its investment advisory business offset a decline in cash management assets. The company also said total platform assets surpassed $100 billion for the first time in August.Wealthfront Reports Fiscal Second Quarter 2027 Results
Total Platform Assets up 12% year-over-year to $99.0 billion at the end of the quarter Funded clients up 14% year-over-year to 1.5 million at the end of the quarter Surpassed $100 billion in Total Platform Assets as of the end of AugustWLTH STOCK NEWS: Robbins LLP Reminds Investors that it is Investigating Potential Securities Claims Involving Wealthfront Corporation
SAN DIEGO, Aug. 21, 2026 /PRNewswire/ -- Shareholder rights law firm Robbins LLP is investigating Wealthfront Corporation (NASDAQ: WLTH) to determine whether certain Wealthfront officers and directors violated securities laws and breached fiduciary duties to shareholders. Why Are We...
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Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition. Through software, they 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, lowe... Read More
