Wealthfront

IPO

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Public · Palo Alto, United States · Founded 2008 · $274.2M raised

Employees
201–500
Founded
2008
Business Model
B2C
Total Funding
$274.2M
Last Round
$69.7M Convertible NoteSep 2022
Rounds
7
Type
Public

About

Wealthfront is an automated investment and wealth management platform offering algorithm-driven portfolio management, tax-loss harvesting, and high-yield cash accounts. The platform manages over $88 billion in assets for more than 1.3 million clients using a fully automated, zero-human-advisor model built on microservices architecture and cloud infrastructure. Wealthfront went public on Nasdaq under WLTH in December 2025.

Summary

Wealthfront is a Fintech company based in Palo Alto, United States, founded in 2008. It has raised $274.2M in total across 7 rounds, most recently a $69.7M Convertible Note round in Sep 2022. Investors include Greylock Partners, Index Ventures and DAG Ventures.

Tech & App Stack

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Funding History

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IPODec 2025
$484.6M

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Angel through IPO — per-round amounts, valuations, and who invested in each round.

Investors

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