Wealthfront is a digital financial advisor offering automated investment management, financial planning, cash management, and lending services. The company uses algorithms and machine learning to provide personalized portfolio management and tax-loss harvesting for retail and affluent investors. Founded in 2008 by Andy Rachleff and Dan Carroll, Wealthfront went public on December 12, 2025 (ticker WLTH) on the Nasdaq Global Select Market.
Wealthfront is publicly traded
IPO'd on December 12, 2025
This company is no longer available on our private secondary market. Shares can be traded publicly under WLTH.
Company data and valuation marks are estimates and may be incomplete, stale, erroneous, or revised.
Founded
2008
Employees
440–450
Total Funding
$2.18B
10 rounds
Last Private Valuation
$1.4B
September 2, 2022
Total raised $2.18B across 10 rounds
Funding data and valuation marks are estimates and may be incomplete, stale, erroneous, or revised.
Last updated 06-25-2026
Latest Round
Type
UBS acquisition (terminated)
Date
January 26, 2022
Amount
$1.4B
Valuation
$1.4B
Lead Investors
| Date | Round | Amount Raised | Valuation | Lead Investors |
|---|---|---|---|---|
| 2024 | IPO (rumored) | Not disclosed | $2B | Not disclosed |
| September 2, 2022 | UBS Note | $69.7M | $1.4B | UBS |
| January 26, 2022 | UBS acquisition (terminated) | $1.4B | $1.4B | UBS |
Funding data and valuation marks are estimates and may be incomplete, stale, erroneous, or revised.
Valuation indexed to 1.0× at the selected entry round. Valuation marks are estimates and may contain errors. Hover each dot to compare.
Entry · Series D-1
$0.7B
Oct 2014
Wealthfront today
$2B
Jan 2024 · latest mark
Wealthfront multiple
2.9x
valuation uplift since first round
Y-axis is logarithmic. Hollow dots = estimated valuations. Does not represent realized investor returns.
Competitor list is illustrative and may be incomplete, stale, or erroneous.
Betterment
Pioneer robo-advisor offering digital portfolio management at 0.25% fee with optional premium tier for access to human financial advisors.
Vanguard Personal Advisor Services
Established wealth management provider offering hybrid digital tools and human guidance with fees between 0.20% and 0.25%.
M1 Finance
Broker-dealer with robo-like features allowing custom portfolio construction with zero investment management fees for basic service.
Schwab Intelligent Portfolios
Charles Schwab's robo-advisor offering zero advisory fees and direct indexing capabilities.
Fidelity Go
Fidelity's automated investing service with zero advisory fees and customizable portfolios.
Ally Invest Managed Portfolios
Ally Bank's robo-advisory offering with low fees and automated portfolio management.
Yes, Wealthfront is publicly traded under the ticker symbol WLTH on the Nasdaq. The company went public in December 12, 2025.
Wealthfront trades under the ticker symbol WLTH on the Nasdaq. It began trading in December 12, 2025.
Wealthfront (WLTH on the Nasdaq) shares can be purchased through any standard brokerage account — including Fidelity, Charles Schwab, TD Ameritrade, and online platforms like Robinhood or E*TRADE. Search for the ticker WLTH to place an order.
Wealthfront went public in December 12, 2025 via ipo, with an offering valuation of approximately $1.4B. Wealthfront completed its initial public offering on December 12, 2025, on the Nasdaq Global Select Market under ticker symbol WLTH, pricing shares at $14.00 per share. The company raised $484.68 million and achieved a fully diluted market capitalization of approximately $2.6 billion. Prior to the IPO, Wealthfront had agreed to be acquired by UBS in January 2022 for $1.4 billion, but the companies mutually terminated this agreement in September 2022, allowing Wealthfront to remain independent and eventually proceed with its public offering.
Wealthfront raised $2.18B across 10 disclosed funding rounds prior to its public listing.
Wealthfront was co-founded by Andy Rachleff, and Daniel Carroll in 2008.
Wealthfront is headquartered in Palo Alto, CA, United States.
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