Wealthfront
Wealthfront is an automated wealth management platform offering services that include high-yield savings, ETF investing, and low-cost personal loans.
Secondary Market Price
Secondary Market Price
How Wealthfront Measures Up
To help you manage your Wealthfront equity, Prospect has run the company through our machine learning model.
Prospect Rating
TBD
We are still gathering data to finalize our rating for Wealthfront. Please check back soon for our projection of the company's worth four years from now.
Exit Risk
TBD
We are still gathering data on Wealthfront to train our machine learning model. Check back soon for our exit risk rating for Wealthfront!
Funding Stage
Series H
Reaching a Series H funding round means Wealthfront is a well-established company, long past its initial startup phase. This suggests you can expect more stability and structure in your role than you would find at a much younger company.
Secondary Market Price Chart
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Prospect Projected Future Wealthfront Prices
Prospect’s machine learning model has been trained on the same data top-tier investors use to project the likely range of outcomes for Wealthfront's equity. Create a free account to view 10th-90th percentile projections over 2, 4, and 6 years.
Powerful tools to earn more from your equity
Company Description
Wealthfront is an automated wealth management company that provides a platform integrating saving and investing products. The company's services, delivered through software and a mobile application, include high-yield savings accounts offered via partner banks, diversified ETF and bond investing, zero-commission stock investing, and low-cost loans. Founded in 2007, originally under the name Ka-Ching, the company is headquartered in Palo Alto, California. It operates as a privately held, venture-backed firm in the financial technology sector, and as of November 2023, it managed $43 billion in assets.
Looking toward the future, Wealthfront has filed for an initial public offering (IPO), signaling a potential transition from a private to a public company. This move follows a period of product expansion and development. For instance, the company recently introduced 'Nasdaq-100 Direct,' its first direct indexing product designed for retail investors, which allows for direct ownership of individual stocks within the index. It also launched a content series called 'Vested Interest' to cover developments in economics and financial markets.
- Tiger Global
- Index Ventures
- Greylock
- Ribbit Capital
- Benchmark
- Spark
- Dragoneer
- Social Capital
- UBS
- DAG Ventures
- Adam d’Angelo
- Co-Founder, Andy Rachleff
- Co-Founder, Dan Carroll
Peer Group Comparison
Vs Peer Group of >$4B Startups
Frequently Asked Questions
Joining Anduril as an employee is another way to acquire equity, typically through stock options included in compensation packages.
Is Wealthfront worth joining?
Deciding to join any startup, including Wealthfront, requires evaluating its potential and your equity offer. Platforms like Prospect can help you analyze a company's value and growth prospects using data-driven models.
What should I do with my Wealthfront stock?
Managing private company stock, such as shares in Wealthfront, involves understanding its potential value and creating a strategy for exercising options or selling shares. You can use tools like Prospect to model different scenarios and develop tax-optimized strategies for your equity.
Can you sell Wealthfront stock?
Selling stock in a private company like Wealthfront is typically possible through secondary markets or company-approved tender offers, though it's less liquid than public stock. Tools designed for private equity can help you identify the tax-optimal shares to sell when an opportunity arises.
How can I find the value of my Wealthfront stock?
The value of stock in a private company like Wealthfront isn't publicly listed and is determined by factors like the latest 409A valuation, fundraising rounds, and secondary market transactions. You can use platforms like Prospect, which use predictive models based on VC data, to get an independent projection of your equity's potential worth.
What is Wealthfront's equity worth?
As a private company, Wealthfront's exact equity valuation is not public information and changes based on factors like new funding rounds and overall company performance. To understand the potential value, you can use equity evaluation tools that analyze data points like investor quality, growth metrics, and secondary market prices.
What is Wealthfront's stock ticker symbol?
Wealthfront is a private company, so it does not have a stock ticker symbol. Ticker symbols are only assigned to companies when they become publicly traded on a stock exchange like the NYSE or NASDAQ.
Can I buy or sell Wealthfront stock?
As Wealthfront is a private company, its stock is not available for purchase on public markets, and buying shares is typically limited to accredited investors or employees. Selling is sometimes possible through secondary markets or company-organized liquidity events, and platforms like Prospect offer tools to help you navigate these sales tax-efficiently.
What is the criteria to buy or invest in Wealthfront stock?
Investing in a private company like Wealthfront is typically restricted to employees receiving equity compensation or accredited investors participating in private funding rounds. Opportunities to purchase shares on secondary markets may also exist, but these are not as accessible as public stock exchanges.
