Founded Year

2011

Stage

Acquired | Acquired

Total Raised

$204.5M

Valuation

$0000 

Revenue

$0000 

About Wealthfront

Wealthfront is a robo-advisor offering the combination of financial planning, investment management and banking-related services exclusively through software. Anyone with $500 can open a Wealthfront investment account which offers access to the company's unique PassivePlus investment strategy and comprehensive automated financial planning service.On January 26th, 2022, Wealthfront was acquired by UBS at a valuation of $1.4 billion.

Wealthfront Headquarter Location

261 Hamilton Ave

Palo Alto, California, 94301,

United States

844-995-8437

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Wealthfront's Products & Differentiation

See Wealthfront's products and how their products differentiate from alternatives and competitors

  • Automated Investment Management

    Start with a portfolio tailor-made for you and customize it to your liking, or build your own portfolio. We’ll handle the trades, keeping you diversified, and our Tax-Loss Harvesting strategy can more than cover our annual .25% advisory fee.

    Differentiation

    Our Tax-Loss Harvesting strategy can lower the taxes you pay as you invest. In fact, 96% of our clients that have a recommended portfolio had their fees covered by Tax-Loss Harvesting. 

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    Differentiation

    We're on a mission to enable every organization to make smarter decisions about tech. Whether it's finding a new game-changing vendor or understanding a new market, it's easier, faster and smarter with CB Insights. All made possible by the smartest, hardest-working team in tech. Subscribe to see more.

  • Subscribe to see more

    We're on a mission to enable every organization to make smarter decisions about tech. Whether it's finding a new game-changing vendor or understanding a new market, it's easier, faster and smarter with CB Insights. All made possible by the smartest, hardest-working team in tech. Subscribe to see more.

    Differentiation

    We're on a mission to enable every organization to make smarter decisions about tech. Whether it's finding a new game-changing vendor or understanding a new market, it's easier, faster and smarter with CB Insights. All made possible by the smartest, hardest-working team in tech. Subscribe to see more.

  • Subscribe to see more

    We're on a mission to enable every organization to make smarter decisions about tech. Whether it's finding a new game-changing vendor or understanding a new market, it's easier, faster and smarter with CB Insights. All made possible by the smartest, hardest-working team in tech. Subscribe to see more.

    Differentiation

    We're on a mission to enable every organization to make smarter decisions about tech. Whether it's finding a new game-changing vendor or understanding a new market, it's easier, faster and smarter with CB Insights. All made possible by the smartest, hardest-working team in tech. Subscribe to see more.

Expert Collections containing Wealthfront

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Wealthfront is included in 6 Expert Collections, including Banking.

B

Banking

717 items

W

Wealth Tech

1,702 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.

F

Fintech 250

998 items

T

Tech IPO Pipeline

282 items

Track and capture company information and workflow.

C

Conference Exhibitors

5,302 items

F

Fintech

7,344 items

US-based companies

Latest Wealthfront News

Revolut banking review: Mobile platform that is a great option for international travelers

May 12, 2022

Withdraw up to $1,200 from out-of-network ATMs Spend in more than 140 currencies 10 fee-free international or domestic wire transfers per month Additional international wire transfer fees will depend on the transfer amount and whether there's a currency exchange FDIC insured through Metropolitan Commercial Bank The Revolut Account is a prepaid debit card linked to a bank account. There's no minimum opening deposit and zero monthly service fees. You might like this account if you prioritize international banking services. You can easily spend money internationally by exchanging 140 types of currency through the platform. The account also allows you to make 10 fee-free international or domestic wire transfers per month. The Revolut Account also has budgeting features that let you round up debit card purchases or set up individual savings goals through Vaults. Express delivery globally LoungeKey Pass access to over 1,000 airport lounges Free lounge passes for you and 3 other people if your flight is delayed for more than 1 hour Trade cryptocurrency (commission-free up to $200,000 each month) Revolut's mobile app is rated 4.5 out of 5 stars in the Google Play store and 4.7 out of 5 stars in the Apple store. Customer support is available 24/7 through the platform's live chat. Revolut only has an automated phone system, so if you have any questions about the app's services and aren't a customer yet, you'll have to search through the FAQ section or send an email. The Revolut Account and Savings Vault are FDIC insured by Metropolitan Commercial Bank and Sutton Bank. Revolut trustworthiness and BBB rating We use ratings from the Better Business Bureau to help determine how a business deals with customer issues. Revolut has a C rating from the BBB due to 55 complaints filed against the business, an unresolved business complaint, and an advertising issue. The BBB stated that in 2019 it asked the business to verify claims in an advertisement that violated the BBB Code of Advertising. Revolut hasn't responded to the BBB about the claims made, yet. Also, keep in mind a strong BBB rating doesn't necessarily ensure your relationship with a business will be perfect. Talk to customers or read online customer reviews to see if Revolut is right for you. Revolut vs. Qapital Both Qapital and Revolut stand out as alternative options to the traditional brick-and-mortar bank. You may prefer Revolut if you'd like to avoid paying international transfer fees . Most banks charge between $40 to $50 per international wire transfer. Revolut provides 10 fee-free international or domestic transfers per month and charges a lower fee if you exceed the monthly free limit. Qapital may stand out to you if you're looking for ways to save. While Revolut lets you establish personal goals through Vaults and round up debit card purchases, Qapital provides a plethora of tools called Rules. You can use the 52 Week Rule to save $1,378 during a year or reward yourself with savings by tying your account to Apple Health. Revolut vs. Wealthfront You'll probably prefer Wealthfront if you're looking for ways to earn more interest on a bank account. The Wealthfront Cash Account is a high-yield checking account that earns a higher interest rate than the Revolut Savings Vault . You might sway more toward Revolut if you frequently use ATMs. Both banks are connected to the Allpoint ATM network. However, Wealthfront charges a $2.50 out-of-network ATM fee, while Revolut allows you to withdraw up to $1,200 from out-of-network ATMs without charging a fee. You also might like Revolut if you'd like to exchange currency easily. You can exchange 140 currencies through the Revolut Account . Frequently asked questions (FAQ) Is Revolut safe? The Revolut Account and Savings Vault are FDIC insured by partner banks. You may safely keep up $250,000 in an individual account, and your money will be protected even if a bank shut down. Can I transfer money from my Revolut to a bank account? You can transfer money from a Revolut Account to another bank account. However, the Savings Vault only allows you to transfer money to your Revolut Account. What are Revolut card usage limits? You may withdraw up to $3,000 per day from an Allpoint ATM, or $1,200 from an out-of-network ATM.

Wealthfront Web Traffic

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  • When was Wealthfront founded?

    Wealthfront was founded in 2011.

  • Where is Wealthfront's headquarters?

    Wealthfront's headquarters is located at 261 Hamilton Ave, Palo Alto.

  • What is Wealthfront's latest funding round?

    Wealthfront's latest funding round is Acquired.

  • How much did Wealthfront raise?

    Wealthfront raised a total of $204.5M.

  • Who are the investors of Wealthfront?

    Investors of Wealthfront include UBS, Social Capital, Greylock Partners, Index Ventures, Spark Capital and 61 more.

  • Who are Wealthfront's competitors?

    Competitors of Wealthfront include Ellevest, Acorns, Groundfloor, SupraFin, Betterment and 9 more.

  • What products does Wealthfront offer?

    Wealthfront's products include Automated Investment Management and 3 more.

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