Wealthfront Advisers

Financial ServicesSeries FPalo Alto, USwealthfront.com

Latest round

Series F

Last raised

Oct 2014

Total raised

$127M

Investors

9

About Wealthfront Advisers

Founded in 2007 in Palo Alto, California, Wealthfront Corporation specializes in providing automated investment management services. The company has not undergone any significant pivots in strategy. The founders include Daniel Carroll, Er Vishnoi, and Jeff Jordan, with Er Vishnoi currently serving as CEO.Wealthfront offers a variety of financial products aimed at optimizing cash management and investments.S. Treasuries. Additionally, they offer Automated Investing Accounts and a DIY Stock Investing Account to cater to varying investment preferences.Wealthfront generates revenue primarily through management fees associated with investment accounts and cash management services. As clients deposit funds across various accounts, including the Cash Account and investment portfolios, Wealthfront manages these assets for a fee. The firm implements investment strategies designed by experts, charging a percentage of assets under management. Their services also include tax-loss harvesting and automated investing, further enhancing client financial outcomes. While specific upcoming product launches have not been detailed, Wealthfront is actively considering expansion into additional markets to further its client base.

Who invested in Wealthfront Advisers

9 investors across 5 rounds

See all investors in Wealthfront Advisers

Sign up free to see every VC on the cap table, the rounds they joined, and how much each round raised.

Funding rounds

  1. Series F

    Oct 28, 2014

    Amount

    $64M

    Investors

    Locked

  2. Series E

    Apr 2, 2014

    Amount

    $35M

    Investors

    Locked

  3. Series D

    Mar 20, 2013

    Amount

    $20M

    Investors

    Locked

  4. Series C

    Dec 16, 2009

    Amount

    $7.5M

    Investors

    Locked

  5. Series A

    Apr 6, 2007

    Amount

    $0.3M

    Investors

    Locked

Questions about Wealthfront Advisers

Who invested in Wealthfront Advisers?

Wealthfront Advisers has 9 investors on record across 5 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.

How much funding has Wealthfront Advisers raised?

Wealthfront Advisers has raised 5 venture rounds. Sign up free to see how much each round raised and the total.

When did Wealthfront Advisers last raise money?

Wealthfront Advisers's most recent round on record is a Series F, in Oct 2014.

What does Wealthfront Advisers do?

Founded in 2007 in Palo Alto, California, Wealthfront Corporation specializes in providing automated investment management services.

Where is Wealthfront Advisers headquartered?

Wealthfront Advisers is headquartered in Palo Alto, US.

Which VCs invest in companies like Wealthfront Advisers?

Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at Wealthfront Advisers's stage. Their profiles are linked below.

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