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WEALTHFRONT CORP

WLTH
TechnologySoftware - Application Website
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Top Institutional HoldersFrom 13F filings
FundShares HeldPosition ValueAction (latest Q)
Tiger Global
Chase Coleman
15.16M$205.98MNEW
Whale Rock Capital
Alex Sacerdote
1.60M$21.74MNEW
Citadel
Ken Griffin
875K$11.89MNEW
Point72
Steve Cohen
524K$7.12MNEW
Marshall Wace271K$3.68MNEW
D.E. Shaw
David Shaw
200K$2.72MNEW
Soros Fund Management
George Soros (founder)
183K$2.49MNEW
About WEALTHFRONT CORP

Wealthfront Corporation is a technology company that provides a comprehensive financial solutions platform tailored for digital natives and wealth builders. Its core offerings include automated investing accounts featuring globally diversified portfolios of low-cost index funds, designed to maximize long-term after-tax returns through proven strategies and tax optimization techniques. The platform also supports self-directed stock and ETF investing with zero commissions, starting from just $1, alongside specialized products like S&P 500 Direct, Nasdaq-100 Direct, automated bond ladders, and bond portfolios for tax-efficient fixed income exposure. Wealthfront Corporation extends its services to retirement accounts, 529 education savings plans, cash management with competitive yields on uninvested cash, and innovative home lending solutions including technology-driven mortgages. Catering primarily to individual investors, including high net worth clients, the company emphasizes low fees, automated financial planning tools, and alignment of incentives through asset-based revenue models. Founded in 2007 and headquartered in Palo Alto, California, Wealthfront Corporation plays a significant role in the fintech sector by democratizing access to sophisticated wealth management for everyday users.

CEO
Mr. David Fortunato
Employees
376
Quick Facts
Exchange
SectorTechnology
IndustrySoftware - Application
Market Cap
Key Dates

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