Wealthfront

Wealthfront is a California-based digital platform that offers solutions such as automated investment management and financial advisory for individuals and businesses.

Business Model: B2B

Revenue: $33M

Employees: 201-500

Detailed Wealthfront Information

Wealthfront was acquired by UBS.
The acquisition happend on 2022-01-26.
Details of the transaction were not public

Acquirer

UBS

Geographic Data

Wealthfront headquarters map

Address: 261 Hamilton Avenue

City: Palo Alto

State: CA

Zip: 94301

Country: US

Financial Info

Stage:

series e

Raised Last:

$75M

Raised Total:

$205M

Metrics

92,587Website Global Rank

1,002,286Website Monthly Traffic

Twitter Followers

Description

Wealthfront is a California-based digital platform that offers solutions such as automated investment management and financial advisory for individuals and businesses.

Contact Phone:
+18449958437

Contact Email:

Announced Date Company Transaction Money Raised
Announced Date Transaction Number of Investors Money Raised Lead Investors
1/2018 Series E 8 $75M DAG Ventures
Spark Capital
Greylock
Index Ventures
Social Capital
Tiger Global Management
Ribbit Capital
Benchmark
Tiger Global Management
DAG Ventures
Spark Capital
Greylock
Index Ventures
Social Capital
Tiger Global Management
Ribbit Capital
Benchmark
Tiger Global Management
9/2022 Convertible Note 1 $69.7M UBS
UBS
UBS
UBS
12/2009 Series A 1 $7.5M DAG Ventures
DAG Ventures
4/2014 Series C 15 $35M Index Ventures
Timothy Ferriss
Tim Kendall
Social Capital
SK Ventures
Ribbit Capital
Paul Kedrosky
Mark Pincus
Marissa Mayer
Kevin Rose
Index Ventures
4/2014 Series C $35M Index Ventures
Ribbit Capital
The Social+Capital Partnership
Greylock Partners
DAG Ventures
10/2014 Series D $70M Index Ventures
DAG Ventures
Greylock Partners
Ribbit Capital
Social+Capital Partnership
9/2022 Convertible Note $69.7M
12/2008 Angel Round 7 $3M Michael Jones
Marc Andreessen
Kevin Compton
Jeff Jordan
Doug Mackenzie
Bruce Dunlevie
Andy Rachleff
3/2013 Series B $0 Greylock
Index Ventures
Adam D’Angelo
Andy Dunn
Cipora Herman
Duff, Ackerman and Goodrich
Hunter Walk
Jason Calacanis
Matt Mullenweg
Michael Schroepfer
Peter Pham
Satya Patel
Science
Slow Ventures
Social Capital
Greylock
Index Ventures
Adam D’Angelo
Andy Dunn
Cipora Herman
Duff, Ackerman and Goodrich
Hunter Walk
Jason Calacanis
Matt Mullenweg
Michael Schroepfer
Peter Pham
Satya Patel
Science
Slow Ventures
Social Capital
10/2014 Series D 8 $64M Spark Capital
Social Capital
Spark Capital
Ribbit Capital
Maven Ventures
Index Ventures
Greylock
Dragoneer Investment Group
DAG Ventures
Spark Capital
Social Capital
Spark Capital
3/2013 Series B 15 $20M Index Ventures
Greylock Partners
The Social+Capital Partnership
Greylock
Index Ventures
Announced Date Name Price
8/2019 Grove

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