Wealthfront stock
$1.36B
Series H-1 Valuation, Sep 2022
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| 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
|
||||||
| Last Funding Round | ||||||||
|---|---|---|---|---|---|---|---|---|
| Company | Forge Price | Forge Price Change 5 | Last Closed Trade | Share Class | Post-Money Valuation | Price per Share | Amount Raised | |
 | Alpaca | -- | -- | $xx.xx | Series C | $558.38MM | $xx.xx | $52MM |
 | DriveWealth | -- | -- | $xx.xx | Series D-1 | $2.85B | $xx.xx | $449.89MM |
 | Nasdaq Private Market | -- | -- | $xx.xx | -- | -- | -- | -- |
 | Pipe | -- | -- | $xx.xx | Series 1.3 | $2.07B | $xx.xx | $244.93MM |
 | Scalable Capital | -- | -- | $xx.xx | Series E | -- | -- | -- |
 | Stake | -- | -- | $xx.xx | -- | -- | -- | -- |
 | StartEngine | -- | -- | $xx.xx | Series T | $203.87MM | $xx.xx | $1.41MM |
 | Trade Republic | -- | -- | $xx.xx | Series C | -- | -- | -- |
 | TradingView | -- | -- | $xx.xx | Series C | $3B | $xx.xx | $50MM |
 | Zanbato | -- | -- | $xx.xx | -- | -- | -- | -- |
Updated on: Feb 13, 2025
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