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Wealthfront
company
About
Wealthfront is a next-gen banking service that helps manage money for both short-term and long-term wealth.
- 101 - 250
Details
- Last Funding Type
- Convertable Note
- Last Funding Money Raised
- $69.70M
- Industries
- Financial Services,FinTech,Personal Finance,Stock Exchanges,Wealth Management
- Founded date
- Jan 1, 2008
- Number Of Employee
- 101 - 250
- Operating Status
- Active
Wealthfront is a next-gen banking service that helps in managing the money for both the short term and long term wealth by providing a cash account with one of the highest APYs on the market, best in class automated investment management and free financial advice, anytime. Wealthfront was launched by Andy Rachleff and Dan Carroll in December 2011 and currently manages over $20 billion in total client assets.
Funding Rounds
Number of Funding Rounds
Total Funding Amount
1
$69.70M
Wealthfront has raised a total of
$69.70M
in funding over 2 rounds. Their latest funding was raised on
Sep 2, 2022 from a Convertable Note round.
| Announced Date | Round | Money Raised | Number of Investors | Lead Investors | Post Valuation | |
|---|---|---|---|---|---|---|
| Sep 2, 2022 | Convertable Note | $69.70M | 1 |
UBS
|
— | Detail |
Investors
Number of Lead Investors
Number of Investors
1
1
Wealthfront is funded by 1 investors.
UBS
are the most recent investors.
| Investor Name | Lead Investor | Funding Round |
|---|---|---|
|
UBS
|
Yes | Convertable Note |
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