Wealthfront

About Wealthfront

Wealthfront is a robo-advisor and financial services company focused on simplifying personal finance through automated investing and high-yield savings solutions. Their mission is to help clients save and invest for their future with expert-built portfolios and low-fee services.

Products & Services

Cash Account:A high-yield savings account offering up to 4.15% APY (with promotional boost) for new clients, with no fees and instant withdrawals. FDIC insurance up to $8M through program banks.

Automated Investing Account:Expert-built, globally diversified portfolios personalized to risk levels, with features like Tax-Loss Harvesting to optimize tax savings and low fees.

S&P 500 Direct:An automated portfolio investing in individual S&P 500 stocks with a low 0.09% fee, designed to help save on taxes through Tax-Loss Harvesting.

Stock Investing Account:Allows users to build custom portfolios with individual stocks and ETFs, offering $0 commission trades and pre-built collections.

Automated Bond Portfolio:A diversified portfolio of bond ETFs designed for higher yields than savings accounts, suitable for upcoming expenses or wealth preservation.

Automated Bond Ladder:Invests in US Treasuries to lock in rates and avoid state income taxes, aimed at wealth preservation and upcoming expenses.

529 Education Savings Plan:Automated, tax-free investing for college and education-related expenses.

Retirement (IRAs):Automated portfolios for traditional, Roth, or SEP IRAs to help save for retirement.

Specialties

Robo-Advisory Automated Investing Tax-Loss Harvesting High-Yield Savings Portfolio Management

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: IPO T: - FT: IPO	A: 300752532 MR: - FA: 21,468,038 shares at $14.00 per share FAN: 300752532	D: 2025-12-11 FD: 2025-12-11	-

IPO Latest

2025-12-11

$300.8M

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

View 3 more growth metrics with Pro

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Mock Up

Team & Leadership

No team data available

Team information is not yet available for this company

Recent News

Wealthfront Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised