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Wealthfront
AddedFeb 13, 2024
UpdatedJun 18, 2026
Wealthfront

Wealthfront

Public

Automated investment service managing USD 95B+ for 1.4M+ clients. Public company (NASDAQ: WLTH).

HQ
Redwood City, CA, US
Founded
2008
Overview
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Fundraising
Employees
News

Wealthfront Corporation is a technology-driven financial services company based in Palo Alto, California. Founded in 2008 and publicly traded on Nasdaq under ticker WLTH since December 2025, the company provides automated investment management, high-yield cash accounts, and lending products to individual investors. As of early 2026, Wealthfront manages over USD 95 billion in total client funds across more than 1.4 million funded accounts.

The company's product suite includes Automated Investing, Stock Investing, S&P 500 Direct, Nasdaq-100 Direct, Automated Bond Ladder, Automated Bond Portfolio, Cash Account, Retirement IRAs, 529 College Savings, Socially Responsible Investing, Portfolio Line of Credit, Home Lending, and Joint Accounts. Wealthfront charges a 0.25% annual advisory fee on its core automated investing product, with no account opening, withdrawal, or trading fees. The firm was co-founded by Andy Rachleff and Daniel Carroll, with David Fortunato serving as Chief Executive Officer and Burton Malkiel as Chief Investment Officer.

Wealthfront - Products & Services

  • Joint Accounts logo

    Joint Accounts

  • Portfolio Line of Credit logo

    Portfolio Line of Credit

  • SRI Portfolio logo

    SRI Portfolio

  • 529 College Savings logo

    529 College Savings

  • Retirement IRAs logo

    Retirement IRAs

  • Automated Bond Portfolio logo

    Automated Bond Portfolio

  • Automated Bond Ladder logo

    Automated Bond Ladder

  • Home Lending logo

    Home Lending

  • Cash Account logo

    Cash Account

  • Nasdaq-100 Direct logo

    Nasdaq-100 Direct

Wealthfront - Similar Companies

Ellevest logo

Ellevest

Acorns logo

Acorns

SIG logo

SIG

Wealth logo

Wealth

Stash logo

Stash

Intelligent logo

Intelligent

Fidelity logo

Fidelity

SoFi logo

SoFi

Betterment logo

Betterment

Finvest logo

Finvest

getfinvest.com

Envestnet logo

Envestnet

envestnet.com

Fidelity Investments logo

Fidelity Investments

fidelity.com

SmartAsset logo

SmartAsset

smartasset.com

Farther logo

Farther

farther.com

Public logo

Public

public.com

Atomic logo

Atomic

atomicvest.com

Harness Wealth logo

Harness Wealth

harnesswealth.com

Wealthfront - Quick Facts

Who are Wealthfront's competitors?

Companies similar to Wealthfront include SIG, Wealth, Stash and Fidelity.

When was Wealthfront founded?

Wealthfront was founded in 2008.

Where is Wealthfront's headquarters located?

Wealthfront's headquarters is located in Redwood City, CA, US.

When was Wealthfront's last funding round?

Wealthfront's most recent funding round was for $484.6M (USD) in December 2025.

How much has Wealthfront raised to-date?

As of Dec 11, 2025, Wealthfront has raised a total of $758.8M (USD).

How many employees does Wealthfront have?

Wealthfront has 558 employees as of Dec 1, 2025.

Wealthfront - Classification

Industry
  • Financial Services Companies
  • Financial Technology Companies
  • Investment Companies
  • Investment Management Companies
Ownership
  • Public
Geographic Exposure
  • Americas United States
Model
  • Platform
Revenue
  • Management Fees
Customer
  • Individuals
NAICS
  • 520000Finance and Insurance
SIC
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 6282Investment Advice
Show 9 more industry codes
NAICS
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 525000Funds, Trusts, and Other Financial Vehicles
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6000Depository Institutions
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end