As Wealthfront is not publicly traded, purchasing its stock is not available to everyone. To buy the stock of a private companies like Wealthfront, you must be an accredited investor. If you meet the accreditation criteria, you can register for Forge to buy private market stock on our secondary marketplace. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.
How to buy Wealthfront stock?
To invest in a private company like Wealthfront through Forge, you must first qualify as an accredited investor. Create your account. Verify your identity and accreditation status to access Forge’s real-time marketplace.
Explore opportunities. Browse companies with active bids and asks, plus data-driven pricing insights like historical trades and Forge Price™.
Submit or negotiate a bid. Place a bid or engage with existing asks—self-directed and fully transparent.
Complete your trade. Forge handles paperwork and approvals, with settlement typically in 45-60 days.
Yes, as a shareholder, you may be able to sell your Wealthfront shares through Forge’s private market platform—subject to company policies and market interest.
Submit a sell order (ask) by specifying your desired price, quantity and share class.
Forge will work to match your order with interested buyers in the marketplace.
If a match occurs, Forge coordinates the necessary company approvals and compliance checks, including any transfer restrictions or right of first refusal (ROFR) processes Wealthfront may have in place.
Please note that the ability to complete a transaction depends on Wealthfront’s secondary trading policies, available demand and transaction approvals. While liquidity is not guaranteed, listing your shares on Forge allows you to signal interest and potentially connect with qualified buyers.
Explore potential demand for your shares and view live market interest
Use proprietary pricing insights and market data to assess timing and valuation
Submit an indication to sell, negotiate terms, complete the transaction and receive your payment
To learn more about Wealthfront stock
Is Wealthfront a public company?
No, Wealthfront is a privately held company and is currently not publicly traded on any stock markets including NYSE or NASDAQ.
What is Wealthfront’s stock price?
Wealthfront is a privately held company and therefore does not have a public stock price. However, you may access Wealthfront private market stock price with Forge Data.
What is Wealthfront’s stock ticker symbol?
Wealthfront does not have an official ticker symbol because this company is not currently publicly traded.
Can institutional investors buy and sell private market stocks?
Yes. As one of the largest trading platform for the private market, Forge helps institutional investors seek liquidity as they buy and sell private stock for their portfolios or their clients. Our private market specialists have decades of experience working with institutional firms. Learn more or register today to get started.
Wealthfront funding rounds and valuation
Total funding $302.92MM
Funding history chart
Funding round details
Funding Date
Share Class
Amount Raised
Price Per Share
Post-Money Valuation 3
Key Investors
09/02/2022
Series H-1
$34.85MM
$9.54
$1.36B
Ubs
Price Per Share
$9.54
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
$9.54
$1.36B
Ubs
Price Per Share
$9.54
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
$4.97
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
$3.97
$475.54MM
Benchmark Capital, Dag Ventures, Greylock Partners, Index Ventures, Ribbit Capital, Social Capital, Spark Capital Growth
Price Per Share
$3.97
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
$8.21
$700MM
Dag Ventures, Dragoneer Investment Group, Greylock Partners, Index Ventures, Ribbit Capital, Spark Capital, The Social+Capital Partnership
Price Per Share
$8.21
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
$3.99
$306.07MM
Greylock Partners, Index Ventures, Ribbit Capital, Social+Capital Partnership
Price Per Share
$3.99
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
$1.36
$89.27MM
Duff Ackerman & Goodrich, Greylock Partners, Index Ventures, Sk Ventures, Social+Capital Partnership
Price Per Share
$1.36
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
12/15/2009
Series C
$7.84MM
$1.27
$64.25MM
Dag Ventures
Price Per Share
$1.27
Shares Outstanding
6,169,302
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
$0.39
Shares Outstanding
7,658,874
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
$0.11
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
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.
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.
Through confidential and public filings since April 1, 2025, several high-profile private firms—spanning design tools, fintech innovation, aerospace, and crypto—have stepped toward IPOs. This signals increased investor interest even amid the continued economic uncertainty that has loomed since the start of the quarter.
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.
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