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Founded Year



Convertible Note | Alive

Total Raised


Last Raised

$69.7M | 5 mos ago



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About Wealthfront

Wealthfront provides automated investment services that help investors to maximize returns and minimize taxes. It focuses on investment banking, investing, borrowing, and planning. The company was founded in 2011 and is based in Palo Alto, California.

Headquarters Location

261 Hamilton Ave

Palo Alto, California, 94301,

United States


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Wealthfront's Products & Differentiators

    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.

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.



810 items


Wealth Tech

1,919 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.


Fintech 250

1,247 items


Tech IPO Pipeline

282 items

Track and capture company information and workflow.


Conference Exhibitors

5,302 items



7,746 items

US-based companies

Wealthfront Patents

Wealthfront has filed 3 patents.

The 3 most popular patent topics include:

  • Alternative currencies
  • Blockchains
  • Cryptocurrencies
patents chart

Application Date

Grant Date


Related Topics



Cryptocurrencies, Blockchains, Alternative currencies, Payment systems, Network protocols


Application Date


Grant Date


Related Topics

Cryptocurrencies, Blockchains, Alternative currencies, Payment systems, Network protocols



Latest Wealthfront News

Robo-Advisor Market Size 2023-2030: Market Share, Top Companies report covers, Global Industry Trends, Statistics, Defination,Share, and Regional Analysis by Key Players,Segmentation and Forecast

Jan 20, 2023

Pune, INDIA PUNE, Jan. 20, 2023 (GLOBE NEWSWIRE) -- "Robo-Advisor Market" research report focus on overall information that can help to take decisions on current market situation. This report studies the Robo-Advisor market, covering market size for segment by type (Pure Robo Advisory, Hybrid Robo advisory, etc. ), by sales channel (Direct Channel, Distribution Channel), by player (Betterment, FutureAdvisor, Personal Capital, Vanguard Personal Advisor, Wealthfront, etc.) and by region (North America, Europe, Asia-Pacific, South America and Middle East & Africa). Robo-Advisor Market Report Contains 2023: - Complete overview of the global Robo-Advisor Market Top Country data and analysis for United States, Canada, Mexico, Germany, France, United Kingdom, Russia, Italy, China, Japan, Korea, India, Southeast Asia, Australia, Brazil and Saudi Arabia, etc. It also throws light on the progress of key regional Robo-Advisor Markets such as North America, Europe, Asia-Pacific, South America and Middle East and Africa Description and analysis of Robo-Advisor market potential by type, Deep Dive, disruption, application capacity, end use industry impact evaluation of most important drivers and restraints, and dynamics of the global Robo-Advisor Market and current trends in the enterprise Detailed profiles of the Top major players in the industry, including. Betterment,FutureAdvisor,Personal Capital,Vanguard Personal Advisor,Wealthfront,WiseBanyan,SigFig Wealth Management,Schwab Intelligent Portfolios,SoFi Wealth,Wealthsimple,Ellevest,The Vanguard Group,TD Ameritrade,Axos Invest,Nutmeg Saving and Investment,Charles Schwab,Bambu,Hedgeable,Ally Financial,AssetBuilder,Blooom,Scalable Capital,Moneyfarm,Acorns,United Income,Rebellion Research,WealthNavi Get a Sample Copy of the Report at – This report provides detailed historical analysis of global market for Robo-Advisor from 2016-2021, and provides extensive market forecasts from 2022-2030 by region/country and subsectors. It covers the sales/revenue/value, gross margin, historical growth and future perspectives in the Robo-Advisor market. Moreover, the impact of COVID-19 is also concerned. Since outbreak in December 2019, the COVID-19 virus has spread to all around the world and caused huge losses of lives and economy, and the global manufacturing, tourism and financial markets have been hit hard, while the online market/industry increase. Fortunately, with the development of vaccine and other effort by global governments and organizations, the negative impact of COVID-19 is expected to subside and the global economy is expected to recover. This research covers COVID-19 impacts on the upstream, midstream and downstream industries. Moreover, this research provides an in-depth market evaluation by highlighting information on various aspects covering market dynamics like drivers, barriers, opportunities, threats, and industry news & trends. In the end, this report also provides in-depth analysis and professional advices on how to face the post COIVD-19 period. The research methodology used to estimate and forecast this market begins by capturing the revenues of the key players and their shares in the market. Various secondary sources such as press releases, annual reports, non-profit organizations, industry associations, governmental agencies and customs data, have been used to identify and collect information useful for this extensive commercial study of the market. Calculations based on this led to the overall market size. After arriving at the overall market size, the total market has been split into several segments and subsegments, which have then been verified through primary research by conducting extensive interviews with industry experts such as CEOs, VPs, directors, and executives. The data triangulation and market breakdown procedures have been employed to complete the overall market engineering process and arrive at the exact statistics for all segments and subsegments. A robo-advisor is an online investment management service that uses algorithms and automation to provide financial advice and manage investment portfolios. These platforms typically provide automated portfolio management, tax-loss harvesting, and other features, with low account minimums and lower fees compared to traditional human financial advisors. Robo-advisors use computer algorithms to build and manage portfolios based on a client's risk tolerance, investment goals and time horizon. They generally provide low-cost, diversified and automated investment portfolios, which are constructed using exchange-traded funds (ETFs) or other low-cost investment vehicles. The robo-advisory market is relatively new, but it is growing rapidly, as more and more investors turn to these platforms for their low cost, ease of use, and the ability to manage their investments online. Robo-advisory platforms are expected to continue to expand and evolve in the future, offering new and more advanced features to meet the evolving needs of investors. Inquire or Share Your Questions If Any Before the Purchasing This Report – researcher’s latest report provides a deep insight into the global Robo-Advisor Market covering all its essential aspects. This ranges from a macro overview of the market to micro details of the market size, competitive landscape, development trend, niche market, key market drivers and challenges, SWOT analysis, Porter’s five forces analysis, value chain analysis, etc. Robo-Advisor Market segments help decision-makers direct the product, sales, and marketing strategies, and can power your product development cycles by informing how you make product offerings for different segments. Market split by Type, can be divided into: Pure Robo Advisory Retail Investors Direct Channel North America (United States, Canada, and Mexico) Europe (Germany, UK, France, Italy, Russia and Spain, etc.) Asia-Pacific (China, Japan, Korea, India, Australia, Southeast Asia, etc.) South America (Brazil, Argentina, Colombia, etc.) Middle East & Africa (South Africa, UAE, Saudi Arabia, etc.) Key Players in the Robo-Advisor Market: - Betterment Key Benefits of Robo-Advisor Market Research Report: Types, applications, regions, and key players covered in the study Industry drivers, restraints, and opportunities covered in the study Recent industry trends and developments Competitive landscape & strategies of key players Historical, current, and projected market size, in terms of value In-depth analysis of the Artificial Intelligence AI Chips Market Sales, price, revenue, market share, and growth rate are covered in the report sales channels, distributors, traders, dealers, etc. are covered in the report Detailed TOC of 2022-2030 Report on Global Robo-Advisor Market by Player, Region, Type, Application and Sales Channel Table of Contents     1.1 Robo-Advisor Definition     1.3 Global Robo-Advisor Market Size Comparison by Region (2016-2030)     1.4 Global Robo-Advisor Market Size Comparison by Type (2016-2030)     1.5 Global Robo-Advisor Market Size Comparison by Application (2016-2030)     1.6 Global Robo-Advisor Market Size Comparison by Sales Channel (2016-2030)     1.7 Robo-Advisor Market Dynamics (COVID-19 Impacts)         1.7.1 Market Drivers/Opportunities

Wealthfront Frequently Asked Questions (FAQ)

  • 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 Convertible Note.

  • How much did Wealthfront raise?

    Wealthfront raised a total of $274.2M.

  • Who are the investors of Wealthfront?

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

  • Who are Wealthfront's competitors?

    Competitors of Wealthfront include Sigmastocks, BodesWell, Pebble, Ellevest, Acorns and 12 more.

  • What products does Wealthfront offer?

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

Compare Wealthfront to Competitors

Betterment Logo

Betterment is a goal-based online investment company that delivers personalized financial advice paired with low fees and customer experience. Through its platform, Betterment's seeks to eliminate the typical complexities and time commitment of the traditional investment account. Behavioral guardrails built into the account help users make savvy, rational decisions with their finances.


Wacai is a Chinese FinTech company that has developed an all-in-one online personal financial management platform that provides users with wealth management services and credit solutions through an extensive portfolio of mobile apps to meet their evolving lifelong personal financial service needs.


ForUsAll offers a platform that enables employers to provide a modern 401(k) plan to employees with access to crypto, financial wellness benefits, and low fees. The platform provides features such as direct investment into a range of cryptocurrency tokens, automated plan administration, auto-reconciling payroll integration, tracking and enrolling of eligible employees, and actionable financial insights. The company was founded in 2012 and is based in San Carlos, California.

SigFig Logo

SigFig offers financial technology focused on putting the customer at the center of the financial services experience. The company offers an ecosystem of needs discovery, remote collaboration, and digital wealth solutions. SigFig offers financial institutions the products SigFig Discover, SigFig Engage, and SigFig Digital Wealth to provide consumers with the experiences they need to achieve their financial goals. The company was founded in 2007 and is based in San Francisco.

Human Interest Logo
Human Interest

Human Interest offers an easy and affordable 401(k) retirement plan for the modern workforce. The company empowers all businesses, no matter their size, to safeguard the financial futures of their employees. The company was founded in 2015 and is based in San Francisco, California.

Charles Schwab

Charles Schwab is an investment services firm that provides brokerage, banking and other financial products and services directly to individuals. It also serves independent investment advisors, helps employers manage group retirement plans, and sponsor community programs to build financial literacy.

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