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 a privately held company and is not publicly traded, therefore investing in Wealthfront pre-IPO is only available to accredited investors. If you meet the accreditation criteria, you can learn more about Forge’s Secondary Marketplace and how to invest in private companies before their potential IPO. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.
Can you sell shares of Wealthfront before it goes public?
You can seek to sell your shares in Wealthfront while it remains private. If you are considering selling, you can register today for free to get started. Once registered, a Private Market Specialist will guide you through any questions you might have. You may also continue to browse through our resources to help you understand the implications and procedures involved in selling your private market shares.
What is the pre-IPO value of my Wealthfront shares?
To determine the value of your Wealthfront shares, create a free account to gain access to Forge’s platform. In addition to the Forge Price, Forge Markets contains pricing information for hundreds of pre-IPO companies such as Last Closed Trade Price. A Private Market Specialist will also be available to assist you with any inquiries related to your Wealthfront shares. You can also learn more about how to sell your private shares before getting started.
Is Wealthfront a publicly traded company?
If you are interested in buying or selling private company shares, you can register with Forge today for free to explore your options. Registering gives you access to one of our Private Market Specialists who can guide you through the process of buying or selling. Learn more about how Forge might help you buy pre-IPO shares or sell pre-IPO shares.
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 2024.
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 Markets, today.
When was Wealthfront founded?
Wealthfront was founded in 2007.
What is Wealthfront funding to date?
Wealthfront has raised $302.92MM to date.
Who are Wealthfront’s major investors?
Spark Capital
Index Ventures
SK Ventures
Greylock Partners
DAG Ventures
Ribbit Capital
The Social+Capital Partnership
Dragoeer Investment Group
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-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
800.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
UBS
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
800.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
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
800.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
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
800.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
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
Spark Capital, Dragoneer Investment Group, Index Ventures, DAG Ventures, Greylock Partners, Ribbit 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
800.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Spark Capital, Dragoneer Investment Group, Index Ventures, DAG Ventures, Greylock Partners, Ribbit Capital, the Social+Capital Partnership
04/02/2014
Series E
$35MM
$xx.xx
$306.07MM
Index Ventures, Ribbit Capital, Social+Capital Partnership, Greylock Partners
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
800.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Index Ventures, Ribbit Capital, Social+Capital Partnership, Greylock Partners
03/20/2013
Series D
$19.58MM
$xx.xx
$89.27MM
Index Ventures, Social+Capital Partnership, Greylock Partners, SK Ventures, Duff Ackerman & Goodrich
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
800.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Index Ventures, Social+Capital Partnership, Greylock Partners, SK Ventures, Duff Ackerman & Goodrich
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November Private Market Update
