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Wealthfront

Wealthfront

The only automated financial advisor offering financial planning, investment management and banking-related services all on a mobile app.

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Timeline

March 20, 2013
Wealthfront raises a $20,000,000 series B round from Adam D'Angelo, Andy Dunn, Greylock Partners, Hunter Walk, Index Ventures, Matt Mullenweg, Peter Pham and Satya Patel.
December 15, 2009
Wealthfront raises a $7,500,000 series A round from DAG Ventures.
December 16, 2008
Wealthfront raises a $3,000,000 seed round from Andy Rachleff, Ben Horowitz, Bruce Dunlevie, Jeffrey Jordan and Marc Andreessen.

Funding rounds

People

Name
Role
LinkedIn

Adam Nash

Employee

Alice Wang

Employee

Alison Rosenthal

Employee

Andrew Chang

Employee

Andy Dunn

Investor

Andy Johns

Employee

Angela Zäh

Investor

Ankur Pansari

Investor

Arielle E Weiner

Employee

Ben Horowitz

Investor

Caitlin Laverdiere

Employee

Cece Yu

Employee

Chris Marty

Employee

Daniel Carroll

Founder

Daniel O'Neel

Employee

Dave Morin

Investor

Eli White

Employee

Elliot Shmukler

Employee

Eric N. Harris

Employee

Eric Norlin

Investor

Fabien Devos

Employee

Flight.VC Syndicate

Investor

Gary Ting

Employee

Guillaume Remy

Employee

Hunter Walk

Investor

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Further reading

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Link
Type
Date

Documentaries, videos and podcasts

Title
Date
Link

Companies

Company
CEO
Location
Products/Services

News

Title
Author
Date
Publisher
Description
Omar Faridi
May 14, 2021
Crowdfund Insider
Fintech Wealthfront appoints entrepreneur Jaleh Bisharat to its Board of Directors. The company has announced other major updates as well.
Michael Tattersall
April 30, 2021
Business Insider
Wealthfront is enabling users to customize portfolios from a selection of exchange-traded funds and socially responsible investing options.
Omar Faridi
April 29, 2021
Crowdfund Insider
Fintech Wealthfront is now offering carefully vetted ETFs, Socially-Responsible Investing options, company now exploring crypto.
Frank Chaparro
April 28, 2021
The Block
Robo-advisory company Wealthfront is planning to offer access to the cryptocurrency market to its user base.
Carter Johnson and Anita Ramaswamy
April 28, 2021
Business Insider
Wealthfront is offering customizable ETFs and access to crypto investments as part of a push to give investors more control.
Laura Grace Tarpley, CEPF
April 20, 2021
Business Insider
Betterment Checking refunds foreign transaction and ATM fees. Betterment Cash Reserve pays a high interest rate.
Varo Bank
February 10, 2021
www.prnewswire.com:443
/PRNewswire/ -- Varo Bank, the first all-digital nationally chartered bank in the US, today announced that it has named Jakub Jurek as Chief Data Officer. Dr....
Victor Chatenay
February 8, 2021
Business Insider
Wealthfront has automated the movement of user funds between additional in-app accounts--yet it should further expand its services by adding insurance.
Andrew Meola
January 25, 2021
Business Insider
Lower fees, faster trades, better user experience. As robo advisors continue to grow their assets under management, BI compiled a list of the top robo advisors that are revolutionizing stock portfolio management for investors of all sizes.
Rickie Houston, CEPF
December 4, 2020
Business Insider
Betterment and Wealthfront both offer robo-advice, but their account features, fees, and investments vary.
Tanza Loudenback
November 11, 2020
Business Insider
Here's how Ally's, Marcus', and Wealthfront's high-yield savings accounts compare on interest rates, fees, customer service, and accessibility.
Elizabeth Aldrich
November 11, 2020
Business Insider
Wealthfront's Cash Account, a hybrid high-yield savings and checking account, is fee-free and requires a minimum opening deposit of $1.
Laura Grace Tarpley
November 7, 2020
Business Insider
One Finance offers a hybrid checking/savings account. You won't earn interest on your checking balance, but you'll earn a high APY on savings.
Danny Crichton
August 14, 2020
TechCrunch
Andy Rachleff founded Wealthfront a decade ago to give investors a better and smarter way to manage their wealth, building on core academic research showing that a carefully balanced portfolio of low-fee ETFs outperformed more aggressive strategies. Since then, the company has taken in billions of dollars of invested capital under management and expanded into [...]
Danny Crichton
August 11, 2020
TechCrunch
Fintech is quite possibly the hottest investment area in the venture world these days, and that is why we are so excited to have one of the world's leading operators and investors talk more about the future of fintech, wealth management, neobanks, infrastructure and more later today on Extra Crunch Live at 1pm EDT / [...]
Danny Crichton
August 5, 2020
TechCrunch
Wealthfront was one of the earliest and remains one of the most formidable companies in the so-called robo-advisor space -- algorithmic apps that manage and optimize your savings and investments. Since its debut, the platform has skyrocketed in popularity, taking in more than $200 million in venture capital according to Crunchbase, including a recent $75 [...]
Omar Faridi
June 10, 2020
Crowdfund Insider
Robo Advisors industry is expected to reach nearly $1 trillion valuation this year, according to a new report.
Omar Faridi
June 5, 2020
Crowdfund Insider
California's Fintech Wealthfront, a Robo-Advisor that was focused on becoming a digital bank, introduces new features for its Cash Accounts.
Rebecca Ungarino
November 22, 2019
Business Insider
Facet Wealth is a three-year-old registered investment adviser with a fintech twist that's tapping into major themes playing out across the wealth management industry.
Rebecca Ungarino
October 29, 2019
Business Insider
Personal Capital has enlisted a cadre of new leaders as it seeks to re-tool its look and define its identity as a wealth management firm.
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