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 Dec 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
201–500
Total Funding
$273.2M
8 rounds
Last Private Valuation
$1.4B
Sep 2, 2022
Filed S-1 for Nasdaq IPO (ticker WLTH), offering 34.6M shares at $12-$14, valuing the company near $2B.
Public listing provides liquidity; secondary pricing now tied to WLTH market price.
Funding data and valuation marks are estimates and may be incomplete, stale, erroneous, or revised.
Rounds in grey italics are unconfirmed.
Total raised $273.2M across 8 rounds
Last updated 10-10-2026
| Date | Round | Amount Raised | Valuation | Lead Investors |
|---|---|---|---|---|
| Sep 2, 2022 | UBS Note | $69.7M | $1.4B | UBS |
| Jan 26, 2022 | UBS acquisition (terminated) | $1.4B | $1.4B | UBS |
| Jan 30, 2018 | Series E | $75M | $0.5B | Tiger Global |
Funding data and valuation marks are estimates and may be incomplete, stale, erroneous, or revised.
Entry · Series D-1
$700M
Oct 2014
Wealthfront today
$1.4B
Sep 2022 · latest mark
Wealthfront multiple
2.0x
valuation uplift since first round
Y-axis is logarithmic. Hollow dots = estimated valuations. Does not represent realized investor returns.
David Fortunato
Chief Executive Officer, President & Director
Andy Rachleff
Co-Founder & Chairman of the Board
Daniel Carroll
Co-Founder & Chief Strategy Officer
Alan Imberman
Chief Financial Officer & Treasurer
Julien Wetterwald
Chief Technology Officer
Lauren Lin
Chief Legal Officer, Chief Compliance Officer & Secretary
Kal Iyer
Vice President of Engineering
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 Dec 12, 2025.
Wealthfront trades under the ticker symbol WLTH on the Nasdaq. It began trading in Dec 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 Dec 12, 2025 via ipo, with an offering valuation of approximately $1.4B. Wealthfront completed its initial public offering on the Nasdaq Global Select Market on December 12, 2025 under the ticker WLTH, pricing 34,615,384 shares at $14.00, the top of the $12-14 range. The company sold 21,468,038 of those shares for net proceeds of approximately $275 million, while selling stockholders sold the remaining 13,147,346, taking the whole offering to roughly $485 million at a fully diluted market capitalisation of about $2.6 billion. An earlier agreement to be acquired by UBS for $1.4 billion, announced in January 2022, was mutually terminated in September 2022, leaving Wealthfront independent until the listing.
Wealthfront raised $273.2M across 8 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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