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Wealthfront

Wealthfront IPO

$1.4B
Series H-2 Valuation, Sep 2022
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Wealthfront IPO date and status

2007
Founded
Jun 2025
Confidentially Filed
Sep 2025
S-1 Filed
Dec 2025
IPO Completed

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.
Sector
Founded
2007
Headquarters
Palo Alto, CA, United States
Founder
Daniel Carroll
Forge Price 1
Price not available
Market Activity 2
Limited
Last Matched Price
Post-Money Valuation 3
$1.4B
Total Funding
$300.01MM
Last Funding Round
Series H-2

Learn more about Wealthfront

To invest in Wealthfront pre-IPO

Can you invest in Wealthfront pre-IPO?

You may invest in Wealthfront as it is a public company listed on the NASDAQ with ticker WLTH. But if you are an accredited investor interested in buying pre-IPO shares of a private company, you can learn more about how to invest in the private market or register today to get started.

Can you sell shares of Wealthfront before it goes public?

You can no longer sell shares of Wealthfront on Forge as this company is no longer private. However, if you own shares of a private company, Forge may be able to help you sell them in a way that works for you and the company. Learn more or register with us today to get started.

What is the pre-IPO value of my Wealthfront shares?

Forge can no longer determine the value of Wealthfront shares as this company is no longer private. However, if you own shares of a private company, Forge may help you value and sell them in a way that works for you and the company. Learn more or register with us today to get started.

Is Wealthfront a publicly traded company?

Wealthfront became a public company following its IPO on 12/12/2025 and is now traded on the NASDAQ under the ticker WLTH.

To learn more about Wealthfront potential IPO

Will Wealthfront go IPO?

Wealthfront became a public company following its IPO on 12/12/2025 and is now traded on the NASDAQ under the ticker WLTH.

What is Wealthfront’s IPO price?

The IPO price of Wealthfront is not currently available.

When was Wealthfront founded?

Wealthfront was founded in 2007.

What is Wealthfront funding to date?

Wealthfront has raised $300.01MM to date.

Wealthfront major investors

Dag Ventures
Dragoeer Investment Group
Greylock Partners
Index Ventures
Ribbit Capital
Sk Ventures
Spark Capital
The Social+Capital Partnership

Wealthfront pre-IPO valuation and funding rounds

Funding history chart
Funding round and deals details
Funding Date Round Amount Raised Price per Share Post-Money Valuation 3 Key Investors
09/02/2022 Series H-2 $34.85MM $9.54 $1.4B 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-1 $34.85MM $9.54 $1.4B 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 $4.97 $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 $76.03MM $3.97 $475.54MM Benchmark Capital, Dag Ventures, Greylock Partners, Index Ventures, Ribbit Capital, Social Capital, Spark Capital
Price per Share
$ xx.xx
Shares Outstanding
19,141,029
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
10/28/2014 Series F $64.17MM $8.21 $700MM Dag Ventures, Dragoneer Investment Group, Greylock Partners, Index Ventures, Ribbit Capital, Social Capital, Spark Capital
Price per Share
$ xx.xx
Shares Outstanding
7,816,435
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, Social Capital, Spark Capital
04/02/2014 Series E $34.9MM $3.99 $306.07MM Greylock Partners, Index Ventures, Ribbit Capital, Social Capital
Price per Share
$ xx.xx
Shares Outstanding
8,755,047
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
03/20/2013 Series D $19.53MM $1.36 $89.27MM Duff Ackerman & Goodrich, Greylock Partners, Index Ventures, Sk Ventures, Social Capital
Price per Share
$ xx.xx
Shares Outstanding
14,394,992
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
12/15/2009 Series C $7.56MM $1.27 $64.25MM Dag Ventures
Price per Share
$ xx.xx
Shares Outstanding
5,952,858
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
12/15/2008 Series B $2.96MM $0.39 $13.93MM Undisclosed Investors
Price per Share
$ xx.xx
Shares Outstanding
7,658,868
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
02/13/2007 Series A $150,120.00 $0.11 $1.5MM Undisclosed Investors
Price per Share
$ xx.xx
Shares Outstanding
1,350,000
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
Undisclosed Investors

Wealthfront IPO news and media highlights

Fintech platform Wealthfront Corporation confidentially files to go public in US

Automated digital wealth management firm Wealthfront Corporation said on Monday it had confidentially filed for a U.S. initial public offering, as investors show increasing interest in new listings.

Fintech Wealthfront Appoints Entrepreneur Jaleh Bisharat to its Board of Directors

Fintech Wealthfront appoints entrepreneur Jaleh Bisharat to its Board of Directors. The company has announced other major updates as well.

Wealthfront, An Industry Leading Robo-Advisor, To Allow Crypto Investments

Wealthfront's 425,000 accounts and over $25 billion assets under management will now be able to gain crypto exposure.

Fintech Wealthfront is rolling out new portfolio customization tools, ESG options, and crypto features as it looks to keep pace in the competitive robo-advisor space

Wealthfront is offering customizable ETFs and access to crypto investments as part of a push to give investors more control.
Browse More Insights

Private companies exploring an IPO

See which private companies are preparing for the public market. Register to get full access to the latest secondary market pricing data.

Sector: Fintech
Subsector: Capital Markets
Trade Metrics Last Funding Round
Company Forge Price Last Matched Round Post-Money Valuation 3 Price Per Share Amount Raised
KrakenKraken$36.52 -$1.91 (4.97%)$ xx.xxSeries D$20B$61.47$200MM
UpholdUphold$2.40 +$0.80 (50.00%)$ xx.xxNot available------
DriveWealthDriveWealthNot available$ xx.xxSeries D-1$2.85B$25.18$449.89MM
RazorpayRazorpayNot available$ xx.xxNot available------
ChiaChiaNot available$ xx.xxSeries D$458.07MM$21.21$61MM
LendbuzzLendbuzzNot available$ xx.xxSeries D-1A$1.07B$16.65$1.53MM
Blockchain.comBlockchain.comNot available$ xx.xxNot available------

Private market movers

Track trading activity and investor momentum across thousands of private companies. Register to view last matched prices and additional transactional details.

Actively traded

Company Forge Price Market Activity Last Matched
Anthropic Anthropic $259.14 -$13.84 (5.07%)High $xxx.xx
OpenAI OpenAI $723.12 +$0.12 (0.02%)High $xxx.xx
SpaceX SpaceX $603.79 +$2.52 (0.42%)High $xxx.xx
Anduril Anduril $110.97 +$4.00 (3.74%)High $xxx.xx
Databricks Databricks $197.66 +$0.01 (0.01%)High $xxx.xx

Artificial Intelligence (AI)

Company Forge Price Market Activity Last Matched
Anthropic Anthropic $259.14 -$13.84 (5.07%)High $xxx.xx
OpenAI OpenAI $723.12 +$0.12 (0.02%)High $xxx.xx
Anduril Anduril $110.97 +$4.00 (3.74%)High $xxx.xx
Databricks Databricks $197.66 +$0.01 (0.01%)High $xxx.xx
Perplexity Perplexity $69.54 +$6.59 (10.47%)High $xxx.xx

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Updated on: Dec 16, 2025

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