Wealthfront confidentially filed on June 23, 2025.
Company details
Wealthfront, founded in 2011, is a digital investment company that provides automated investment management services, financial planning tools, and a high-interest cash account. Wealthfront offers a range of financial planning tools, including a retirement planning calculator, a college savings calculator, and a home planning tool to assist clients in achieving their broader financial goals. Wealthfront is headquartered in Palo Alto, California, with offices in San Francisco and New York.
Wealthfront is privately held and not traded on public markets, so pre-IPO investments are available only to accredited investors.
If you’re already accredited and have completed Forge’s verification, you can visit our marketplace to review and invest in private companies ahead of an IPO.
If you haven’t yet completed your accredited investor verification with Forge, you can start that process now to unlock access to new private-company offerings.
Can you sell shares of Wealthfront before it goes public?
Yes, subject to any contractual or corporate transfer restrictions, it is possible to list your shares to sell while Wealthfront is still private. If you’re considering selling, you can register today for free to get started. Once registered, you can evaluate pricing insights and market activity to inform your decision, then post your shares for sale and set the terms, like quantity and price—all directly through our platform.
If you’d like additional guidance at any point, Forge private market specialists are available to help. For a step-by-step overview, check out our seller’s guide.
What is the pre-IPO value of my Wealthfront shares?
To explore the value of your Wealthfront shares, create a free account to access Forge’s marketplace. Once inside, you’ll find several pricing insights to help guide your decision—these include historical transaction data, a live order book showing current buy and sell interest, and Forge Price™, a derived, indicative price based on recent transactions, investor activity, and other relevant market data.
These insights can help you determine a price you’re comfortable with if you choose to sell your shares. If you’d like additional guidance along the way, Forge private market specialists are available to help. You can also review our seller’s guide for a step-by-step overview.
Is Wealthfront a publicly traded company?
Wealthfront is a private company and not publicly traded.
If you’re interested in buying or selling shares in private companies, you can register with Forge today for free to explore available opportunities. Once registered, you’ll gain access to our marketplace, where you can view active buy and sell interest, evaluate pricing signals and take action directly through the platform.
To learn more about Wealthfront potential IPO
Will Wealthfront go IPO?
Wealthfront has not yet filed for an IPO. However, it’s important to note that IPOs are not the sole avenue for a private company to transition to public trading. Private companies can also go public through alternative methods such as but limited to Special Purpose Acquisition Companies (SPACs), direct listings, or mergers and acquisitions. Find out which companies are eyeing an IPO on our Tech IPO Calendar 2025.
What is Wealthfront’s IPO price?
The Wealthfront IPO price does not exist at this time, as Wealthfront is still a private company and has not yet conducted an IPO. To explore secondary market data and access private market pricing details and data that may be related to Wealthfront, register for Forge today.
When was Wealthfront founded?
Wealthfront was founded in 2007.
What is Wealthfront funding to date?
Wealthfront has raised $302.92MM to date.
Wealthfront major investors
Dag Ventures
Dragoeer Investment Group
Greylock Partners
Index Ventures
Ribbit Capital
Sk Ventures
Spark Capital
The Social+Capital Partnership
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Wealthfront funding rounds and valuation
Funding history chart
Funding round details
Funding Date
Share Class
Amount Raised
Price per Share
Post-Money Valuation
Key Investors
09/02/2022
Series H-1
$34.85MM
$xx.xx
$1.36B
Ubs
Price per Share
$xx.xx
Shares Outstanding
3,652,784
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Ubs
09/02/2022
Series H-2
$34.85MM
$xx.xx
$1.36B
Ubs
Price per Share
$xx.xx
Shares Outstanding
3,652,784
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Ubs
06/30/2019
Series G-1
$25MM
$xx.xx
$586.56MM
Undisclosed Investors
Price per Share
$xx.xx
Shares Outstanding
5,034,942
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Undisclosed Investors
01/04/2018
Series G
$77.52MM
$xx.xx
$475.54MM
Benchmark Capital, Dag Ventures, Greylock Partners, Index Ventures, Ribbit Capital, Social Capital, Spark Capital Growth
Price per Share
$xx.xx
Shares Outstanding
19,516,000
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Benchmark Capital, Dag Ventures, Greylock Partners, Index Ventures, Ribbit Capital, Social Capital, Spark Capital Growth
10/28/2014
Series F
$65.17MM
$xx.xx
$700MM
Dag Ventures, Dragoneer Investment Group, Greylock Partners, Index Ventures, Ribbit Capital, Spark Capital, The Social+Capital Partnership
Price per Share
$xx.xx
Shares Outstanding
7,938,238
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Dag Ventures, Dragoneer Investment Group, Greylock Partners, Index Ventures, Ribbit Capital, Spark Capital, The Social+Capital Partnership
04/02/2014
Series E
$35MM
$xx.xx
$306.07MM
Greylock Partners, Index Ventures, Ribbit Capital, Social+Capital Partnership
Price per Share
$xx.xx
Shares Outstanding
8,780,133
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Greylock Partners, Index Ventures, Ribbit Capital, Social+Capital Partnership
03/20/2013
Series D
$19.58MM
$xx.xx
$89.27MM
Duff Ackerman & Goodrich, Greylock Partners, Index Ventures, Sk Ventures, Social+Capital Partnership
Price per Share
$xx.xx
Shares Outstanding
14,431,860
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Duff Ackerman & Goodrich, Greylock Partners, Index Ventures, Sk Ventures, Social+Capital Partnership
September started out with investors returning from the Labor Day holiday weekend with renewed optimism for a vigorous IPO market. The month of September didn’t disappoint. Cybersecurity company Netskope (NASDAQ: NTSK), “buy now, pay later” fintech firm Klarna (NYSE: KLAR), online ticket retailer Stubhub (NYSE: STUB), blockchain lender Figure (NASDAQ: FIGR) and crypto products maker Gemini (NASDAQ: GEMI) were five such companies, listed on Forge, that made their public debuts within the month.
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