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Secondary marketplace / Trade private companies / Buy and sell Wealthfront stock
Wealthfront

Wealthfront stock

$1.36B
Series H-1 Valuation, Sep 2022
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Wealthfront stock price

Forge Price 1
Price not yet available
Last Closed Trade 2
Close Date
xx/xx/xx
Last Closed Trade Price
$xx.xx
Last Funding Round (LFR)
Date
xx/xx/xx
Price per Share
$xx.xx
Access Stock Price

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
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
Access Stock Price
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.com
Sector
Fintech
Subsector
Capital Markets
Founded
2007
Headquarters
Palo Alto, CA, United States
Post-Money Valuation 3
$1.36B
Total Funding
$302.92MM
LFR Price per Share
$xx.xx
Last Funding Share Class
Series H-1

Wealthfront stock FAQs

To buy and sell Wealthfront stock
Can you buy Wealthfront stock?
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’s Secondary Marketplace to buy private market stock. 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. (Learn more about the accreditation process.)

  1. Create a free account to access Forge’s marketplace.
  2. Express your interest in specific investments. Within Forge Markets, you will find detailed pricing and financing information for thousands of private companies.
  3. Throughout this process, a dedicated Forge Private Market Specialist will be available to address any questions you may have and to guide you seamlessly through each step of the transaction.
Can you sell Wealthfront stock?
Yes, you may sell the Wealthfront stock you currently own. Forge can help you facilitate the sale of your stock in a manner that aligns with your needs and the company’s interests. If you are looking for liquidity, register with us today to begin the process. A dedicated Forge Private Market Specialist will be available to address any questions you may have along the way.
How to sell Wealthfront stock?

If you hold private company shares of Wealthfront – whether as an employee or an early investor – Forge can help you sell them.

  1. Create a free Forge account, this will give you access to Forge’s marketplace and to one of our experienced Private Market Specialist to answer any questions you might have.
  2. Indicate your interest to sell your Wealthfront on our platform.
  3. Work with your dedicated Private Market Specialist who’ll help guide you through every step of the transaction.
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 investors also invested in these private companies

Dag Ventures
Rec Room, Algolia, Harvest Power, Taulia, uShip, Lithium Technologies, Twin, Nimble Rx
Dragoeer Investment Group
Resilience
Greylock Partners
Wealthsimple, Airbnb, Rubrik, Inflection AI, Included Health, GoFundMe, Modular, Docker, Cribl
Index Ventures
Scale AI, Mistral AI, Discord, Notion, Cohere, Wiz, Intercom, Rohlik, Motive, Tekion
Ribbit Capital
Figure, Chainalysis, Brex, Credit Karma, Tala, Razorpay, Chipper Cash, Coalition, Upgrade
Sk Ventures
Firefly Aerospace, Guesty, 3DR, Premise, XMTP, Ministry of Supply
Spark Capital
Anduril, Scale AI, Discord, Mercury, Abridge, Alpaca, Grammarly, Deel, Plaid, Flock Safety
The Social+Capital Partnership
Show All InvestorsShow Fewer Investors

Leadership and board

Leadership

Burton Malkiel Ph.D
Chief Investment Officer
Daniel Carroll
Co-Founder, Chief Strategy Officer & Board Member
David Fortunato
Co-Chief Executive Officer & President
Jamie Coffey
President & Co-Chief Executive Officer
Alan Imberman
Chief Financial Officer
Julien Wetterwald
Chief Technology Officer

Board

Michelangelo Volpi
Index Ventures
Jaleh Bisharat
Board Member
Jason Kilar
Board Member
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Sector: Fintech
Subsector: Capital Markets
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MasterworksMasterworks----$xx.xx--------
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PipePipe----$xx.xxSeries 1.3$2.07B$xx.xx$244.93MM
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Scalable CapitalScalable Capital----$xx.xxSeries E------
StartEngineStartEngine----$xx.xxSeries T$203.87MM$xx.xx$1.41MM
Trade RepublicTrade Republic----$xx.xxSeries C------
TradingViewTradingView----$xx.xxSeries C$3B$xx.xx$50MM
ZanbatoZanbato----$xx.xx--------
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Updated on: Jul 9, 2025

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