Company profile: Wealthfront
1.1 - Company Overview
Company description
- Provider of software-driven investing and saving products, including automated investing with rebalancing and tax-loss harvesting; a 5.00% APY cash account with unlimited transfers, free same-day withdrawals, and up to $8M FDIC insurance via partner banks; an automated US Treasury bond ladder; and commission-free stock investing with fractional shares and curated collections.
Products and services
- Cash Account: An FDIC-insured high-yield savings account delivering 5.00% APY, unlimited transfers, free same-day withdrawals, and aggregated coverage up to $8 million through partner banks
- Automated Investing Account: A software-automated service that manages diversified index-fund portfolios, automatically rebalancing and reinvesting to maximize returns while minimizing taxes
- Tax-Loss Harvesting: An automated service that sells losing investments to claim tax deductions and reinvests proceeds, aiming to boost investors’ after-tax returns
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Wealthfront
Interactive Advisory Software
HQ: United States
Website
- Description: Provider of wealth management software-as-a-service solutions for financial advisors and wealth managers, offering Solution 360°, a unified platform that combines portfolio management, financial planning, customer relationship management, rebalancing, client access portals, and back office service.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
View full Interactive Advisory Software company profile →
Wealthbox
HQ: United States
Website
- Description: Provider of a web and mobile CRM for financial professionals, offering two-way email sync, drag-and-drop pipeline management, customizable workflows and templates, an activity stream for sharing client updates, and task management linked to contact records or financial planning opportunities.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Wealthbox company profile →
CreditSights
HQ: United States
Website
- Description: Provider of independent financial research, credit analysis, and credit risk services to support prudent investment and risk management decisions. Offerings include CreditSights for unbiased research; LevFin Insights for news, data, and analysis on leveraged finance; and Bixby for market-moving news and financial data on the private broadly syndicated loan market.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full CreditSights company profile →
TownSquare Capital
HQ: United States
Website
- Description: Provider of portfolio management, trading, audit, and wealth management advisory services through a full-service investment and trading platform serving independent wealth advisers, institutions, high-net-worth individuals, family offices, accounting firms, and banks.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full TownSquare Capital company profile →
FinTron
HQ: United States
Website
- Description: Provider of investing and banking solutions for the mobile generation, enabling young post-college graduates to start investing with FinTron's portfolios and educational learning modules that provide a solid foundation.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full FinTron company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Wealthfront
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Wealthfront
2.2 - Growth funds investing in similar companies to Wealthfront
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4 - Top valuation comps for Wealthfront
4.2 - Public trading comparable groups for Wealthfront
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