Wealthfront Corporation (WLTH)
Wealthfront will go public soon. The estimated IPO date is December 12, 2025.
IPO Price Range
$12.00 - $14.00
Shares Offered
34,615,384
Deal Size
$450.00M

Company Description

Wealthfront is a technology company that built a financial solutions platform for “digital natives,” defined as those born after 1980 (i.e., Millennials, Gen Z, and later generations).

We were among the first digital-only financial solutions platforms, and we pioneered using automation to offer low-cost diversified portfolios.

We built our platform using software to deliver our solutions quickly, conveniently, and at low cost.

These principles align with the preferences of digital natives, who use digital platforms for the vast majority of their everyday services ranging from entertainment and commerce to food delivery and ride sharing.

Our technology-driven financial solutions help clients turn savings into long-term wealth. Our broad suite of products, including cash management, investment advisory, borrowing and lending, and financial planning solutions, address the diverse financial needs of our clients regardless of the economic environment.

Wealthfront Corporation
Country United States
Founded 2008
IPO Date Dec 12, 2025
Industry Credit Services
Sector Financials
Employees 359
CEO David Fortunato

Contact Details

Address:
261 Hamilton Avenue
Palo Alto, CA 94301
United States
Phone (844) 995-8437
Website wealthfront.com

Stock Details

Ticker Symbol WLTH
Exchange NASDAQ
Fiscal Year February - January
Reporting Currency USD
CIK Code 0001524566
Employer ID 20-8280144
SIC Code 6199

Key Executives

Name Position
David Fortunato Chief Executive Officer, President, and Director
Alan Imberman Chief Financial Officer and Treasurer
Kal Iyer Vice President of Engineering
Lauren Lin Chief Legal Officer, Chief Compliance Officer, and Secretary
Julien Wetterwald Chief Technology Officer
Andrew S. Rachleff Co-Founder, Chairman, and Director
Jaleh Bisharat Director
Kenneth A. Goldman Director
Jason Kilar Director
Michael Schmidt Director

Latest SEC Filings

Date Type Title
Dec 2, 2025 8-A12B Registration of securities
Dec 2, 2025 S-1/A [Amend] General form for registration of securities under the Securities Act of 1933
Sep 29, 2025 S-1 General form for registration of securities under the Securities Act of 1933
Sep 23, 2025 DRS/A [Amend] [Cover] Draft Registration Statement
Aug 22, 2025 DRS/A [Amend] [Cover] Draft Registration Statement
Jul 28, 2025 DRS/A [Amend] [Cover] Draft Registration Statement
Jun 18, 2025 DRS [Cover] Draft Registration Statement
Oct 15, 2019 13F-NT Filing
Aug 13, 2019 13F-NT Filing
May 13, 2019 13F-NT Filing