$150-175k
+ Equity
Automated investment management
Job no longer available
Automated investment management
201-500 employees
Job no longer available
$150-175k
+ Equity
201-500 employees
To build a financial system that favors people, not institutions.
Wealthfront's platform takes the hassle and stress out of investing, financial planning, borrowing, and saving with automated services and financial advice. Its robo-advisor allows customers to set a financial limit on their accounts, anything above the limit is moved into an investment account or another account chosen by the customer.
Indeed, it has some similarities to round-up apps like Acorn, which round up purchases and put the spare change into savings. There are other companies working on robo-advisors too, such as Morgan Stanley and Betterment.
Nonetheless, with an impressive and steadily increasing list of clients, and more than $50B of assets under its management, Wealthfront achieved Unicorn status in September 2022. Now it is diversifying its offerings, branching into high-interest checking accounts and investment advice and reportedly seeking a valuation of up to $2.05B in its upcoming IPO, a move that puts the company in a strong position for even more growth.

Steph
Company Specialist at Welcome to the Jungle
-4% employee growth in 12 months
Jan 2018
$75m
SERIES E
Oct 2014
$64m
SERIES D
University South, Palo Alto, CA
Dan Carroll
(Founder & CSO)They studied Finance and Entrepreneurship at the University of Arizona before using this expertise to co-found Wealthfront in December 2008.
David Fortunato
(CEO)David has been at Wealthfront since 2009, joining the company as CTO. He then became the President in 2019 and CEO in 2021.
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