Wallets/wealthfront
Wealthfront
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Overview
Wealthfront is NASDAQ: WLTH post-Dec 12 2025 IPO ~$2B valuation + platform assets $94.1B Feb 2026 +$39.1B vs end-2023 $55B + pre-IPO Tiger Global 19.7% + DAG Ventures 12.3% + Index Ventures 11.5% + Nov 2025 Wealthfront Home Lending product launch in Colorado + planned expansion to Texas + California + Goldman Sachs + JPMorgan IPO underwriters [1, 2, us-cro]. 2025 baseline: Wealthfront Dec 12 2025 IPO ~$2B valuation + $484.6M raised + $14/share IPO price + platform assets $94.1B Feb 2026 + $55B end-2023 ($39.1B growth); Wealthfront introduced early access to its Home Lending product, offering software-driven mortgages with low, transparent rates and no hidden fees, launching for a limited set of clients in Colorado with expansion planned to Texas, California, and additional states distinctive US robo-advisor + mortgages expansion; Wealthfront is recognized as a leading robo-advisor, with its blend of automated investment portfolios and DIY stock investing portfolios, wide variety of account options, excellent tax strategy and low management fee.
Distinctive Wealthfront positioning:
- NASDAQ: WLTH post-Dec 12 2025 IPO ~$2B valuation (Wealthfront Corporation; US robo-advisor + cash + lending)
- Platform assets $94.1B Feb 2026 +$39.1B vs end-2023 $55B distinctive US robo-advisor platform asset growth
- Pre-IPO Tiger Global 19.7% + DAG Ventures 12.3% + Index Ventures 11.5% distinctive US robo-advisor pre-IPO investor base
- Nov 2025 Wealthfront Home Lending product launch in Colorado + planned expansion to Texas + California distinctive US robo-advisor + mortgages expansion
- Goldman Sachs + JPMorgan IPO underwriters distinctive US robo-advisor IPO Wall Street underwriting
- $484.6M raised in IPO + $14/share IPO price distinctive US robo-advisor IPO completion
- Wealthfront is recognized as a leading robo-advisor, with its blend of automated investment portfolios and DIY stock investing portfolios, wide variety of account options, excellent tax strategy and low management fee distinctive US robo-advisor offering excellence
- 2008 Wealthfront founding by Andy Rachleff + Dan Carroll + Jakub Jurek distinctive US robo-advisor heritage (originally KaChing, rebranded to Wealthfront 2011)
History
2008 — Wealthfront founded by Andy Rachleff + Dan Carroll + Jakub Jurek as KaChing (US investment platform).
2011 — KaChing rebrands to Wealthfront distinctive US robo-advisor heritage.
Mar 31 2022 — UBS announces acquisition of Wealthfront for ~$1.4B distinctive US robo-advisor UBS acquisition attempt.
Sep 2 2022 — UBS terminates Wealthfront acquisition + UBS invests $69.7M in Wealthfront convertible note distinctive UBS-Wealthfront acquisition termination.
End-2023 — Wealthfront platform assets $55B.
Sep 2025 — Wealthfront files publicly for IPO + Nasdaq listing under WLTH + Goldman Sachs + JPMorgan underwriters.
Nov 2025 — Wealthfront Home Lending product launch in Colorado + planned expansion to Texas + California distinctive US robo-advisor + mortgages expansion [3].
Dec 12 2025 — Wealthfront NASDAQ IPO under ticker WLTH + $484.6M raised + $14/share IPO price + ~$2B market valuation [2].
Feb 2026 — Wealthfront platform assets $94.1B + $39.1B growth vs end-2023 $55B [1].
Ownership & operator
Operating entity: Wealthfront Corporation (NASDAQ: WLTH post-Dec 12 2025 IPO ~$2B valuation; US robo-advisor + cash + lending).
Major shareholders: Pre-IPO Tiger Global 19.7% + DAG Ventures 12.3% + Index Ventures 11.5% + UBS Group (Swiss banking) ~5% post-Sep 2022 convertible note + Andy Rachleff (co-founder) + Dan Carroll (co-founder) + Jakub Jurek (co-founder) + venture capital investors + post-Dec 12 2025 NASDAQ IPO public investors.
Regulators: SEC + FINRA + FDIC (via partner banks).
Technical integration
Wealthfront mobile app (iOS + Android) + wealthfront.com online + Wealthfront Cash Account (via partner banks; FDIC insured up to $8M per individual or $16M per joint account) + Wealthfront Visa debit card + Wealthfront Home Lending mortgages; ACH + RTP + Fedwire; Wealthfront leading robo-advisor + blend of automated investment portfolios and DIY stock investing portfolios + wide variety of account options + excellent tax strategy and low management fee + Wealthfront Home Lending software-driven mortgages with low, transparent rates and no hidden fees distinctive US robo-advisor + mortgages excellence.
Users & growth
Feb 2026: Wealthfront platform assets $94.1B + $39.1B growth vs end-2023 $55B; Dec 12 2025: NASDAQ IPO under ticker WLTH + $484.6M raised + $14/share IPO price + ~$2B market valuation.
Use cases
US retail + private + investing + robo-advisor + cash account + Visa debit card + mortgages (Home Lending product Colorado + Texas + California) via Wealthfront mobile + wealthfront.com online + Wealthfront Cash Account + Visa debit card + Wealthfront Home Lending; ACH + RTP + Fedwire; Wealthfront leading robo-advisor + blend of automated investment portfolios and DIY stock investing portfolios + wide variety of account options + excellent tax strategy and low management fee + Wealthfront Home Lending software-driven mortgages with low, transparent rates and no hidden fees distinctive US robo-advisor + mortgages excellence.
Implementations & partners
Operator: Wealthfront Corporation (NASDAQ: WLTH post-Dec 12 2025 IPO ~$2B valuation; US robo-advisor + cash + lending); Pre-IPO Tiger Global 19.7% + DAG Ventures 12.3% + Index Ventures 11.5% + UBS Group (Swiss banking) ~5% post-Sep 2022 convertible note + Andy Rachleff (co-founder) + Dan Carroll (co-founder) + Jakub Jurek (co-founder) + venture capital investors + post-Dec 12 2025 NASDAQ IPO public investors.
Major US robo-advisor + investment app competitors: [[robinhood]] (US commission-free trading + crypto; NASDAQ: HOOD; 23.9M+ funded customers Q3 2025) + [[sofi]] (US neobank + lending + investing all-in-one fintech + OCC national bank charter Jan 2022 + 15M+ members + SoFiUSD stablecoin) + [[acorns]] (US micro-investing + family wealth; ~15.5M+ users + $26B+ saved/invested + $1.9B-$2.3B valuation + 2025 $262.9M revenue) + [[betterment]] (US robo-advisor; ~$54B AUM 2024) + [[charles-schwab]] (US Charles Schwab Corp investment + bank; NYSE: SCHW; ~38M+ active brokerage accounts; #1 mobile investing app Corporate Insight 2025) + [[fidelity]] (US Fidelity Investments; ~50M+ individual customers; $14T+ AUM) + [[vanguard]] (US Vanguard Group; ~50M+ investors; $8T+ AUM) + [[etrade]] (US E*TRADE; Morgan Stanley acquired) + [[merrill-edge]] (US Merrill Edge; Bank of America's investing arm).
Regulators: SEC + FINRA + FDIC (via partner banks).
Fun facts
- NASDAQ: WLTH post-Dec 12 2025 IPO ~$2B valuation (Wealthfront Corporation; US robo-advisor + cash + lending).
- Platform assets $94.1B Feb 2026 +$39.1B vs end-2023 $55B distinctive US robo-advisor platform asset growth.
- Pre-IPO Tiger Global 19.7% + DAG Ventures 12.3% + Index Ventures 11.5% distinctive US robo-advisor pre-IPO investor base.
- Nov 2025 Wealthfront Home Lending product launch in Colorado + planned expansion to Texas + California distinctive US robo-advisor + mortgages expansion.
- Goldman Sachs + JPMorgan IPO underwriters distinctive US robo-advisor IPO Wall Street underwriting.
- $484.6M raised in IPO + $14/share IPO price distinctive US robo-advisor IPO completion.
- Wealthfront is recognized as a leading robo-advisor, with its blend of automated investment portfolios and DIY stock investing portfolios, wide variety of account options, excellent tax strategy and low management fee distinctive US robo-advisor offering excellence.
- 2008 Wealthfront founding by Andy Rachleff + Dan Carroll + Jakub Jurek (originally KaChing, rebranded to Wealthfront 2011) distinctive US robo-advisor heritage.
- Mar 31 2022 UBS announces acquisition of Wealthfront for ~$1.4B + Sep 2 2022 UBS terminates Wealthfront acquisition + UBS invests $69.7M in Wealthfront convertible note distinctive UBS-Wealthfront acquisition termination.
Comparison
| Feature | Wealthfront | [[robinhood]] (US commission-free trading + crypto rival; 23.9M+ funded customers Q3 2025) | [[sofi]] (US neobank + lending + investing rival + OCC national bank charter Jan 2022 + 15M+ members) | [[acorns]] (US micro-investing + family wealth rival; ~15.5M+ users + $26B+ saved/invested) | [[betterment]] (US robo-advisor rival; ~$54B AUM 2024) |
|---|---|---|---|---|---|
| Operator | Wealthfront Corporation (NASDAQ: WLTH post-Dec 12 2025 IPO ~$2B valuation; US robo-advisor + cash + lending) | Robinhood Markets Inc. (NASDAQ: HOOD) | SoFi Technologies Inc. (NASDAQ: SOFI) | Acorns (privately-held; ~$1.9B-$2.3B valuation; pre-IPO) | Betterment (privately-held; pre-IPO) |
| Type | NASDAQ: WLTH post-Dec 12 2025 IPO ~$2B valuation + platform assets $94.1B Feb 2026 +$39.1B vs end-2023 $55B + pre-IPO Tiger Global 19.7% + DAG Ventures 12.3% + Index Ventures 11.5% + Nov 2025 Wealthfront Home Lending product launch in Colorado + leading robo-advisor + automated investment portfolios + DIY stock investing portfolios + tax strategy + low management fee | US commission-free trading + crypto + 23.9M+ funded customers Q3 2025 + Robinhood Gold | US neobank + lending + investing all-in-one fintech + OCC national bank charter Jan 2022 + 15M+ members + SoFiUSD stablecoin May 2026 | US micro-investing + family wealth + ~15.5M+ users + $26B+ saved/invested + $262.9M revenue 2025 + Jun 2025 Zeta + May 2025 EarlyBird acquisitions | US robo-advisor + ~$54B AUM 2024 + automated investment portfolios |
| Country | US | US + UK + EU (limited) + AU + others | US | US | US + UK |
| Distinctive | 2008 Wealthfront founding by Andy Rachleff + Dan Carroll + Jakub Jurek (originally KaChing, rebranded to Wealthfront 2011); Mar 31 2022 UBS announces acquisition of Wealthfront for ~$1.4B; Sep 2 2022 UBS terminates Wealthfront acquisition + UBS invests $69.7M convertible note; Sep 2025 Wealthfront files publicly for IPO; Nov 2025 Wealthfront Home Lending product launch in Colorado; Dec 12 2025 Wealthfront NASDAQ IPO under ticker WLTH + $484.6M raised + $14/share IPO price + ~$2B market valuation; Feb 2026 platform assets $94.1B | 2013 Robinhood founding in Menlo Park; Jul 29 2021 NASDAQ HOOD IPO; commission-free trading pioneer | 2011 SoFi founding by Stanford University students; Jun 1 2021 SPAC public listing; Jan 2022 OCC national bank charter via Golden Pacific Bank $22.3M acquisition | 2012 Acorns founding by Walter Cruttenden + Jeff Cruttenden; PayPal $30M investment 2018; Jun 2025 Zeta + May 2025 EarlyBird acquisitions | 2008 Betterment founding by Jon Stein + Eli Broverman in NYC |
Status
Active, NASDAQ: WLTH post-Dec 12 2025 IPO ~$2B valuation + platform assets $94.1B Feb 2026 +$39.1B vs end-2023 $55B + Nov 2025 Wealthfront Home Lending product launch in Colorado + planned expansion to Texas + California [1, 2, 3]:
- Wealthfront Corporation (NASDAQ: WLTH post-Dec 12 2025 IPO ~$2B valuation; US robo-advisor + cash + lending) since 2008 Wealthfront founding by Andy Rachleff + Dan Carroll + Jakub Jurek (originally KaChing, rebranded to Wealthfront 2011) + Mar 31 2022 UBS announces acquisition of Wealthfront for ~$1.4B + Sep 2 2022 UBS terminates Wealthfront acquisition + UBS invests $69.7M in Wealthfront convertible note + Sep 2025 Wealthfront files publicly for IPO + Nov 2025 Wealthfront Home Lending product launch in Colorado + Dec 12 2025 Wealthfront NASDAQ IPO under ticker WLTH + $484.6M raised + $14/share IPO price + ~$2B market valuation + Feb 2026 Wealthfront platform assets $94.1B.
- Wealthfront platform assets $94.1B Feb 2026 + $39.1B growth vs end-2023 $55B.
- Wealthfront leading robo-advisor + automated investment portfolios + DIY stock investing portfolios + tax strategy + low management fee + Wealthfront Home Lending software-driven mortgages.
- SEC + FINRA + FDIC regulated (via partner banks).
Sources
- 1 Wealthfront revenue, valuation & funding — Sacra
- 2 Robo-advisor Wealthfront, backers raise $484.6 million in IPO — InvestmentNews
- 3 Money works better here — Wealthfront
- us-cro In-corpus:
reports/countries/US-united-states.md
Source
Biography extracted from wealthfront.md. See matrix.md for standards-support matrix if present.