wealthfront.comFinTech / Capital MarketsFounded: 2007Funding to Date: $302.92MM
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.
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
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Ubs
|
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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
|
||||||
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
|
||||||
12/15/2009 | Series C | $7.84MM | $xx.xx | $64.25MM | Dag Ventures | |
Price per Share
$xx.xx
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 | $xx.xx | $13.93MM | Undisclosed Investors | |
Price per Share
$xx.xx
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 | $xx.xx | $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
|