Last updated 2026-08-21
- Raised Seed round, 2008
Total raised
—
Stage
—
Founded
2008
Headcount
—
HQ
Palo Alto, United States
Sector
Financial Services
About
Wealthfront Corporation is an American financial services company based in Palo Alto, California. It offers a software-based platform integrating saving, investing, and lending products to help individuals build wealth over time. The company provides automated investment management solutions, financial planning capabilities, and banking services using robo-advice. Wealthfront primarily serves individual investors, especially millennials and younger generations, aiming to make sophisticated financial advice accessible and affordable.
Funding history · 1 round · — total
2008
Seed
Undisclosed
Q&A
- What is Wealthfront Inc.'s primary business?
- Wealthfront Inc. is a financial services company that provides automated investment management and financial planning services, integrating saving, investing, and lending products.
- When was Wealthfront Inc. founded?
- Wealthfront Inc. was founded in 2008.
- Where is Wealthfront Inc. headquartered?
- Wealthfront Inc. is headquartered in Palo Alto, California, United States.
- Who are the founders of Wealthfront Inc.?
- The founders of Wealthfront Inc. are Andy Rachleff and Dan Carroll.
- Who is the current CEO of Wealthfront Inc.?
- David Fortunato has been the CEO of Wealthfront Inc. since 2019.
- What types of customers does Wealthfront Inc. primarily target?
- Wealthfront Inc. primarily targets individual investors, especially millennials and younger generations.
- What are the key technologies used by Wealthfront Inc.?
- Wealthfront Inc. utilizes software, algorithms, and AI in its services.
- What subsidiaries does Wealthfront Inc. have?
- Wealthfront Inc. has wholly-owned subsidiaries including Wealthfront Advisers LLC for investment management, Wealthfront Brokerage LLC for brokerage products, and Wealthfront Software LLC for financial planning tools.
Team · 12
Andy Rachleff
Founder · Chairman
Dan Carroll
Founder · Founder and Vice President Business Development
David Fortunato
CEO
Julien Wetterwald
CTO
Alan
CFO
Kal Iyer
Vice President Of Engineering
Josh Grau
Vice President of Marketing
Kate Wauck
Vice President of Communications
Alex Michalka
Head of Investment Research
Houman Fardin
Vice President of Business Development
Andrew Crocco
Head of People Operations
Lauren
General Counsel and Head of Compliance
Sectors & technology
Primary sector
Financial Services
Technologies
Target customers
Business model
B2C
Full data — links, identifiers, deals & radar signals (jobs, patents, research, more)
External links
| Website | wealthfront.com |
|---|
Identifiers & details
| Legal name | Wealthfront Corporation |
|---|---|
| Founded | 2008 |