About
Wealthfront offers automated investing and high-yield cash accounts. IPO'd on Nasdaq (WLTH) in Dec 2025 at $14/share, ~$2.05B valuation. Manages $88B+ in assets for 1.3M+ clients with $339M revenue and $194M net income (FY2025). Cash account (5%+ APY) drives ~60% of revenue. 95% client retention with 120%+ net revenue retention. Founded in 2008, raised $274M pre-IPO. Direct competitor to Betterment in the robo space.
Key Facts
- [1]Founded: Founded in 2008 in Palo Alto, United States.
- [2]Funding: Total funding: $274M. Last round: Dec 2025. Stage: Public.
- [3]Employees: Employee count: 201-500.
- [4]Revenue: Annual revenue/ARR: approximately $339M.
- [5]Company Type: Public company.
- [6]Website: Official website: wealthfront.com.
- [7]AI Technology: Core AI/ML technologies: Predictive ML.
- [8]Region: Region: Americas (United States).
Founders
Andy Rachleff
Co-founder & Executive Chairman
Dan Carroll
Co-founder
AI Technology
Predictive ML
Traditional ML algorithms for classification, regression, and scoring models
Classification
Market Segments
Tech Stack Layers
Details
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Frequently Asked Questions
What is Wealthfront?
Wealthfront offers automated investing and high-yield cash accounts. IPO'd on Nasdaq (WLTH) in Dec 2025 at $14/share, ~$2.05B valuation. Manages $88B+ in assets for 1.3M+ clients with $339M revenue and $194M net income (FY2025). Cash account (5%+ APY) drives ~60% of revenue. 95% client retention with 120%+ net revenue retention. Founded in 2008, raised $274M pre-IPO. Direct competitor to Betterment in the robo space. Wealthfront is classified in the Wealth Management segment at the Applications layer of the financial AI stack.
Who founded Wealthfront?
Wealthfront was founded by Andy Rachleff (Co-founder & Executive Chairman) and Dan Carroll (Co-founder) in 2008 in Palo Alto, United States. The company has been operating for 18 years. Wealthfront is now a publicly traded company.
How much funding has Wealthfront raised?
Wealthfront has raised $274M in total funding, placing the company at the Public stage. The most recent round closed in Dec 2025. Wealthfront generates approximately $339M in annual revenue. Among 31 funded Wealth Management companies, Wealthfront ranks #9 by total capital raised. (Source: AIFI Map directory.)
What AI technology does Wealthfront use?
Wealthfront primarily leverages Predictive ML technology. Traditional ML algorithms for classification, regression, and scoring models. Within the Wealth Management segment, 14 companies use this technology.
What market segment does Wealthfront operate in?
Wealthfront operates in the Wealth Management and Enterprise Finance and Lending & Credit market segments. AI wealth management companies are transforming how individuals and institutions invest, plan financially, and manage assets. This segment spans robo-advisors, portfolio optimization engines, financial planning tools, and institutional asset management platforms. The company also has a footprint in enterprise finance and lending & credit, reflecting its cross-functional approach to financial AI.
Where is Wealthfront headquartered?
Wealthfront is headquartered in Palo Alto, United States. The company operates in the Americas region. The team consists of 201-500 employees. United States is home to 324 financial AI companies tracked by AIFI Map.
Who are Wealthfront's competitors?
Companies similar to Wealthfront in the Wealth Management space include Unit21 ($92M raised), Kaaj ($4M raised), Lendbuzz ($310M raised), Ramp ($2.3B raised), Brex ($1.5B raised). These companies operate in related areas of financial AI: Unit21 focuses on ai-powered fraud and aml platform. Kaaj focuses on agentic ai for small-business lending automation. Lendbuzz focuses on ai auto financing for underserved populations. (Based on AIFI Map classification data.)
What products does Wealthfront offer?
Wealthfront builds applications-layer solutions for the financial services industry. The company's core offering: Automated investment platform with tax optimization. The platform is powered by Predictive ML technology.
Is Wealthfront publicly traded?
Yes, Wealthfront is a publicly traded company. Annual revenue is approximately $339M.