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Wealthfront

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About Wealthfront

Wealthfront is a fintech wealth management firm that offers automated investing and cash management services. It provides a Cash Account with competitive APY, tax-advantaged and taxable automated investing options, and a suite of investment products including stock investing, index funds, and bonds, all managed with automated rebalancing and tax optimization. The company emphasizes low fees, broad portfolio diversification, and tools like Tax-Loss Harvesting to help clients optimize after-tax returns. Wealthfront serves individual investors with accounts for investing, retirement, 529 education savings, and other goals, backed by program banks and a nationwide customer base.

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Key Team Members

Alan Imberman

Chief Financial Officer

Julien Wetterwald

Chief Technology Officer

David Fortunato

Chief Executive Officer & Director

Lauren Lin

Chief Legal Officer

Jamie Coffey

President & CEO of Wealthfront Brokerage

Key Facts

HQ Location

Palo Alto, United States

Founded

2011

Employees

201 - 500

Status

Public

Website

https://wealthfront.com