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Wealthfront information


Wealthfront Inc.
FormerlykaChing (2008–2010)
IndustryPersonal finance, Stock exchanges, Finance
Founded2008; 16 years ago (2008)
Redwood City, California
Founders
  • Andy Rachleff
  • Dan Carroll
Key people
  • Andy Rachleff
  • (CEO & Chairman)
  • Burton Malkiel (CIO)
AUM$50 billion (2023)[1]
Number of employees
238 [2]
Websitewww.wealthfront.com Edit this at Wikidata

Wealthfront Inc. is an automated investment service firm based in Palo Alto, California,[3][4][5][6] founded by Andy Rachleff and Dan Carroll in 2008.[7][8] As of November 2023, Wealthfront had $50 billion AUM across 700,000 accounts.[1]

  1. ^ a b "Roboadvisor Wealthfront reaches $50 billion in client assets". 2023-11-16.
  2. ^ Wealthfront
  3. ^ Leena Rao (2014-01-13). "Automated Investment Services Company Wealthfront Now Manages Over $538M In Assets, Up 450 Percent Over The Past Year". Retrieved 2014-08-22.
  4. ^ Brooke Southall (2014-01-30). "Andy Rachleff is out as CEO of Wealthfront as former LinkedIn star takes his place". Retrieved 2014-08-22.
  5. ^ Saitto, Serena (25 March 2014). "Wealthfront Said to Be Raising $30 Million Led by Index". Bloomberg News. Bloomberg L.P. Retrieved 22 August 2014.
  6. ^ "The 2014 CNBC Disruptor 50 List". CNBC. 17 June 2014. Retrieved 2014-08-22.
  7. ^ Eric Savitz (2012-03-01). "WealthFront: Asset Manager Targets Valley's Nouveau Riche". Forbes. Retrieved 2014-08-22.
  8. ^ Leena Rao (2014-04-02). "Automated Investment Service Wealthfront Raises $35M From Index, Ribbit Capital". Retrieved 2014-08-22.

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Andy Rachleff is a co-founder and Executive Chairman of Wealthfront. He had previously been the executive chairman of the company after stepping down...

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Wire". www.businesswire.com. 2015-11-18. Retrieved 2016-08-19. Wealthfront. "Wealthfront To Launch 529 College Savings Plan In Partnership With The State...

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agreed to acquire Wealthfront for $1.4 billion. UBS expects to accelerate its growth in the US with the purchase, and will operate Wealthfront as a business...

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Statman, Meir (June 18, 2015). "Dollar Cost Averaging: A Behavioral View". Wealthfront. Retrieved November 25, 2020. Jones, Bill. "Do Not Dollar-Cost-Average...

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100 Best Places to Work in New York City. Datadog was also listed on Wealthfront's 2017 Career-Launching Companies List and Business Insider's 51 enterprise...

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15-minute presentation. Calacanis is an angel investor in Robinhood, Wealthfront, Uber, Desktop Metal, Datastax, Thumbtack, Superhuman and Trello. Calacanis...

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Loss on Stock, Heed 'Wash Sale' Rule, Chicago Tribune, 19 June 1989 Wealthfront: Tax Loss Harvesting "Why You Should Tax-Loss Harvest Now", Forbes Tax...

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Mark Pincus

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company Diamond Foundry, and in 2014 automated investment service firm Wealthfront. In July 2007 Pincus founded his fourth company, Zynga Inc. Zynga developed...

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Mike Schroepfer

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became a member of the board of directors for Investment Management firm, Wealthfront, announced on November 16, 2015. Schroepfer co-founded Additional Ventures...

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MarketWatch. Retrieved 2020-03-18. "Stock Market Corrections: Not As Scary As You Think". Wealthfront Blog. 2018-05-11. Retrieved 2020-03-18. v t e...

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publicly employ the lean startup methodology, including Intuit, Dropbox, Wealthfront, Votizen, Aardvark, and Grockit. The lean startup principles are also...

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Spotify, Jet, Zuora, Apprio, Samsara, Gusto, Honor, Satellogic, Stripe and Wealthfront.[citation needed] As a lawyer, Wang was also an innovator in applying...

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compromised advice. The business follows robo-advisor models similar to Wealthfront and Betterment in the US and Nutmeg in the UK where it provides automated...

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