WEALTHFRONT CORP
Close on Oct 19, 2026
- Market cap
- $1.81B
- P/E (TTM)
- –
- Dividend yield
- –
About Wealthfront
Finance Services, SIC 6199
Wealthfront operates a software-driven financial platform that delivers automated financial solutions to digital natives and wealth-building clients. The company primarily generates revenue through its cash management and investment advisory offerings. Its cash management product provides interest-bearing accounts through banking partners along with integrated checking features, while its investment advisory business provides globally diversified, automated portfolios alongside individual stock and direct indexing options. In addition, the platform offers borrowing against investment portfolios, securities lending, mortgage origination, and personalized financial planning services.
The business operates across the United States and Canada, employing 391 full-time personnel as of early 2026. Approximately half of its workforce comprises software engineers, reflecting its focus on proprietary automation rather than dedicated human advisors. Wealthfront maintains its corporate headquarters in Palo Alto, California, and provides customer access to over 19,000 automated teller machines across the United States.
Summary of the business section of Wealthfront's latest annual report, written by StockData.
Company profile
Company
- Legal name
- WEALTHFRONT CORP
- Founded
- 2008
- Headquarters
- Palo Alto, CA
- Address
- 261 Hamilton Ave 94301
- Phone
- (844) 995-8437
- Website
- wealthfront.com
- Employees
- 391, Jan 31, 2026
- Industry
- Finance Services
- Incorporated in
- Delaware
- Fiscal year ends
- January 31
- Auditor
- Ernst & Young LLP, San Francisco, California
Stock & identifiers
- Ticker
- WLTH
- Exchange
- Nasdaq
- IPO date
- Dec 12, 2025
- Shares outstanding
- 156M, Sep 14, 2026
- Filer category
- Non-accelerated filer<br>Emerging growth company
- SEC CIK
- 1524566
- CUSIP
- 947002101
- ISIN
- US9470021018
- LEI
- 254900H4LJLUHGFJYM32
- EIN
- 20-8280144
Executives and directors
Officers and directors who filed ownership reports (Forms 3, 4, 5) in the last two years
| Name | Position | Shares owned |
|---|---|---|
| David Fortunato | CEO and President, Director | 2,220,332 |
| Alan Imberman | CFO and Treasurer | 396,970 |
| Julien Wetterwald | Chief Technology Officer | 696,525 |
| Lauren Lin | CLO, CCO and Secretary | 171,816 |
| Kal Iyer | VP, Engineering | 232,494 |
| L. Michelle Wilson | Director | 9,353 |
| Jason Kilar | Director | 670,163 |
| Michael Reed Schmidt | Director | 6,377 |
| Kenneth A. Goldman | Director | 98,014 |
| Jaleh Bisharat | Director | 0 |
| Andrew S. Rachleff | Director | 17,260,416 |
| Michelangelo Volpi | Director | 12,897,827 |
Corporate history
Events identified from SEC filings
| Date | Event | Details |
|---|---|---|
| Dec 12, 2025 | IPO | Initial public offering priced (424B4 prospectus) |
| Dec 2, 2025 | Listing | Registration of securities on an exchange (Form 8-A) |
| Aug 10, 2018 | Name change | Name changed from WEALTHFRONT INC to WEALTHFRONT CORP |