Wealthfront

Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.

About

Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition. Through the power of software, the company delivers high-yield saving, diversified investing, and low-cost loans to help both sophisticated and new investors learn, lower costs, and grow wealth. Wealthfront is one of the highest rated financial apps in the Apple App Store and has been named Best Automated Investment App, Best Overall Robo-Advisor, and Best Robo-Advisor for Goal Planning by Investopedia (2022), Best Cash Management Account and Best Investing App by Bankrate (2023), Best Robo-Advisor for Portfolio Options by NerdWallet (2023), and Best Robo-Advisor for DIY Financial Planning by Forbes (2023). The company currently oversees more than $30 billion for over 500,000 clients in the US.

Mission

Wealthfront's core mission is centered around democratizing access to sophisticated financial planning and investment management services, making them affordable and accessible to everyone. By leveraging cutting-edge technology and data-driven strategies, Wealthfront aims to empower individuals to achieve their financial goals and secure their financial future. Through their innovative, user-friendly platform, Wealthfront is committed to revolutionizing the wealth management industry and helping clients build a path to financial freedom.

Employee Benefits

Core Values

  • Client-centricity: Wealthfront puts its clients first, providing personalized financial advice and investment management services to help them achieve their financial goals.
  • Transparency: Wealthfront values transparency in all aspects of its business, from its investment strategies to its fees and pricing.
  • Innovation: Wealthfront is committed to innovation, using cutting-edge technology to provide its clients with the best possible financial services and products.
  • Continuous learning: Wealthfront encourages its employees to continuously learn and grow, providing opportunities for professional development and advancement.

Wealthfront

Leadership

Executive Chairman at Wealthfront

Andy Rachleff

Executive Chairman
Chief Investment Officer at Wealthfront

Burt Malkiel

Chief Investment Officer
Head of Design at Wealthfront

Apeksha Garga

Head of Design

Open Jobs

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Location
Palo Alto, CA
N/A
Company Size
251-500
N/A
Revenue Range
$10M to $50M
N/A
Valuation
$1,400,000,000
N/A
Founded
2011-12-01
N/A
Current Status
Operating
N/A
Work Mode
Open Roles
0
Hiring Now
Hiring now
ATS
Lever
N/A

Funding

Total Funding
$
274200000
Funding Rounds
7
Num Investors
2
Work Mode
IPO Status
Private
Funding Stage
Late Stage Venture
Last Funding Date
2022-09-02
Last Funding Type
Convertible Note
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Hiring now
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