Company Description
Wealthfront is a technology company that built a financial solutions platform for “digital natives,” defined as those born after 1980 (i.e., Millennials, Gen Z, and later generations).
We were among the first digital-only financial solutions platforms, and we pioneered using automation to offer low-cost diversified portfolios.
We built our platform using software to deliver our solutions quickly, conveniently, and at low cost.
These principles align with the preferences of digital natives, who use digital platforms for the vast majority of their everyday services ranging from entertainment and commerce to food delivery and ride sharing.
Our technology-driven financial solutions help clients turn savings into long-term wealth. Our broad suite of products, including cash management, investment advisory, borrowing and lending, and financial planning solutions, address the diverse financial needs of our clients regardless of the economic environment.
| Country | United States |
| Founded | 2008 |
| Industry | Credit Services |
| Sector | Financials |
| Employees | 359 |
| CEO | David Fortunato |
Contact Details
Address: 261 Hamilton Avenue Palo Alto, CA 94301 United States | |
| Phone | (844) 995-8437 |
| Website | wealthfront.com |
Stock Details
| Ticker Symbol | WLTH |
| Exchange | NASDAQ |
| Fiscal Year | February - January |
| Reporting Currency | USD |
| CIK Code | 0001524566 |
| Employer ID | 20-8280144 |
| SIC Code | 6199 |
Key Executives
| Name | Position |
|---|---|
| David Fortunato | Chief Executive Officer, President, and Director |
| Alan Imberman | Chief Financial Officer and Treasurer |
| Kal Iyer | Vice President of Engineering |
| Lauren Lin | Chief Legal Officer, Chief Compliance Officer, and Secretary |
| Julien Wetterwald | Chief Technology Officer |
| Andrew S. Rachleff | Co-Founder, Chairman, and Director |
| Jaleh Bisharat | Director |
| Kenneth A. Goldman | Director |
| Jason Kilar | Director |
| Michael Schmidt | Director |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Sep 29, 2025 | S-1 | General form for registration of securities under the Securities Act of 1933 |
| Sep 23, 2025 | DRS/A | [Amend] [Cover] Draft Registration Statement |
| Aug 22, 2025 | DRS/A | [Amend] [Cover] Draft Registration Statement |
| Jul 28, 2025 | DRS/A | [Amend] [Cover] Draft Registration Statement |
| Jun 18, 2025 | DRS | [Cover] Draft Registration Statement |
| Oct 15, 2019 | 13F-NT | Filing |
| Aug 13, 2019 | 13F-NT | Filing |
| May 13, 2019 | 13F-NT | Filing |
| May 2, 2019 | 13F-HR/A | Filing |
| May 2, 2019 | 13F-HR/A | Filing |