Wealthfront Corporation

About Wealthfront Corporation

Financials

Dated, source-cited figures. Estimates are marked.

Products by Wealthfront Corporation

All products by Wealthfront Corporation reviewed by our AI panel of experts.

WealthfrontAI Finance

Automated investing and high-yield cash management in one account

Pricing on request8.1/10

How Our Review Panel Scores Wealthfront Corporation

Six independent reviewer personalities assessed Wealthfront Corporation's product on their own terms. They landed within 0.4 points of each other, an unusually strong consensus.

Averaged across 1 reviewed product in our catalog. Scores are out of 10.

Competitive Landscape

Who Wealthfront Corporation competes with, and how they differ.

Betterment7.9/10

Betterment pioneered the robo-advisor category alongside Wealthfront on a similar ~0.25% AUM fee model, but leans more on goal-based planning tools and third-party cash partnerships rather than Wealthfront's heavier emphasis on tax-loss harvesting and direct indexing for larger accounts.

1 product reviewed on TopReviewed

V

Vanguard Digital Advisor

Vanguard undercuts Wealthfront on price by routing assets into its own ultra-low-cost index funds and charging roughly 0.15% or less, leveraging an existing multi-trillion-dollar asset base rather than building a standalone consumer fintech brand.

C

Charles Schwab Intelligent Portfolios

Schwab charges no advisory fee at all, instead monetizing through mandatory cash allocations held in low-yield Schwab bank sweep accounts — a structurally different revenue model than Wealthfront's direct ~0.25% management fee.

F

Fidelity Go

Fidelity Go waives its advisory fee entirely for balances under $25,000 and bundles the robo-advisor into Fidelity's much larger brokerage and 401(k) ecosystem, competing on distribution reach rather than Wealthfront's product depth.

S

SoFi Invest

SoFi combines automated investing with lending, banking, and credit products under one membership model, overlapping with Wealthfront's own expansion into cash accounts and loans but with a broader consumer-lending focus.

Company Timeline

Key milestones in Wealthfront Corporation's history, with sources.

1. June 2026Milestone

   Reports $99.1B in platform assets across 1.49M funded clients

   Wealthfront's June 2026 monthly metrics disclosure showed total platform assets of $99.1 billion (up 14.6% year-over-year) and 1.491 million funded clients (up 15.1% YoY), split between $44.8B in cash management assets and $54.3B in investment advisory assets.

   finanznachrichten.de
2. Dec 12, 2025Milestone

   Completes IPO on Nasdaq under ticker WLTH

   Wealthfront priced its IPO at $14/share, the top of its $12-$14 range, selling 34.6 million shares to raise approximately $485 million, and began trading on the Nasdaq Global Select Market under ticker WLTH at a market cap of about $2.05 billion.

   iposcoop.com
3. September 2022Milestone

   UBS and Wealthfront mutually terminate $1.4B merger agreement

   UBS and Wealthfront announced they had mutually agreed to terminate their pending $1.4 billion acquisition agreement, with Wealthfront remaining an independent company; UBS instead provided $69.7 million via convertible notes and the firms said they would continue exploring a partnership.

   bankingdive.com
4. Jan 26, 2022Acquisition

   UBS agrees to acquire Wealthfront for $1.4B (deal later terminated)

   UBS entered a definitive agreement to acquire Wealthfront in an all-cash transaction valuing the robo-advisor at $1.4 billion, expected to close in the second half of 2022 pending regulatory approval. The deal was mutually terminated eight months later, in September 2022, and never closed.

   wealthfront.com
5. Apr 2, 2014Funding

   Series C — $35M led by Index Ventures and Ribbit Capital

   Wealthfront raised $35 million in a Series C round led by Index Ventures and Ribbit Capital, with participation from Social+Capital, Greylock Partners, DAG Ventures, and angel investors including Marissa Mayer and Kevin Rose. The round brought the company's total funding to $65 million.

   techcrunch.com
6. December 2008Founded

   Founded as kaChing by Andy Rachleff and Dan Carroll

   Wealthfront was founded in December 2008 in Palo Alto as kaChing by Andy Rachleff (a co-founder of Benchmark Capital) and Dan Carroll. The company later renamed itself Wealthfront and pivoted to automated, algorithm-driven investment management.

   research.contrary.com