$114.5-125k
+ Equity
Office located in Palo Alto, CA
Automated investment management
Open for applications
Automated investment management
201-500 employees
Open for applications
$114.5-125k
+ Equity
Office located in Palo Alto, CA
201-500 employees
To build a financial system that favors people, not institutions.
Desirable
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-4% employee growth in 12 months
Jan 2018
$75m
SERIES E
Oct 2014
$64m
SERIES D
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, with more than $50B of assets under its management, Wealthfront achieved Unicorn status in September 2022. Wealthfront is diversifying its offerings, branching into high-interest checking accounts and investment advice.
Steph
Company Specialist at Welcome to the Jungle