May 21, 2018 3:14 PM ET

Capital Markets

Company Overview of Wealthfront Inc.

Company Overview

Wealthfront Inc. is a privately owned investment manager. The firm primarily provides its services to individuals. It also caters to high net worth individuals, charitable organizations, and corporations. The firm invests in the public equity and fixed income markets across the globe. It also invests in mutual funds and exchange traded funds. For the fixed income portion of its portfolio, the firm invests in diversified portfolio of investments including corporate bonds, government bonds, municipal bonds, emerging market bonds, and treasury inflation-protected securities. It also invests in real estate and natural resources. The firm benchmarks the performance of its portfolio against the S&...

900 Middlefield Road

2nd Floor

Redwood City, CA 94063

United States

Founded in 2008

Phone:

844-995-8437

Fax:

800-366-1679

Key Executives for Wealthfront Inc.

Chairman, CEO & President
Founder, Chief Strategy Officer, and Director
V.P. of legal & General Counsel
Chief Investment Officer
Age: 84
Chief Technology Officer
Compensation as of Fiscal Year 2017.

Wealthfront Inc. Key Developments

Wealthfront Inc. Presents at LendIt Fintech Conference, Apr-09-2018 01:50 PM

Wealthfront Inc. Presents at LendIt Fintech Conference, Apr-09-2018 01:50 PM. Venue: Moscone Center, San Francisco, California, United States. Speakers: Andrew S. Rachleff, Chief Executive Officer and President.

Wealthfront Presents at LendIt Fintech Conference, Apr-10-2018 04:30 PM

Wealthfront Presents at LendIt Fintech Conference, Apr-10-2018 04:30 PM. Venue: Moscone Center, San Francisco, California, United States. Speakers: Ashley Fieglein Johnson.

Wealthfront Launches Risk Parity Strategy Designed to Replicate Bridgewater's All Weather Fund

Wealthfront launched Risk Parity, the addition to PassivePlus‡, the company's signature suite of investment features. PassivePlus represents Wealthfront's collection of academically proven, time tested rules-based strategies that seek to increase clients' net of fee, after-tax returns, while maintaining their same level of risk. Risk Parity joins Wealthfront's previous PassivePlus features, daily tax-loss harvesting, stock-level tax-loss harvesting and Smart Beta as impactful capabilities.

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Recent Private Companies Transactions

Type
Date
Target
Private Placement
January 4, 2018
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