Founder, Chief Strategy Officer, and Director
Roy Walter Adams
V.P. of legal & General Counsel
Wealthfront was founded in the year 2008. The company has been active for almost 11 years now. The founders of the company were Dan Carroll and Andy Rachleff. The former name of the company was kaChing, which was a mutual und analysis company. In the year 2012, the company had started tax-loss harvesting for accounts of more than $100,000. By the year 2013, the company had $97 million in overall assets. In the year 2014, the company had raised almost $35 million in funding. By the year 2016, the company had partnered with the State of Nevada to launch the 529 tax-advantaged college savings plan. The headquarters of the company is based on 900 Middlefield Road. The name of the place is Redwood City, while the name of the state is California, USA. The pin code is 94063.
Wealthfront is an American company that focuses on providing automated financial advising along with financial planning, banking-related services and also investment management as well, via its mobile application. The current CEO of the company is Andy Rachleff. As of the year 2019, the total revenue generated by the company is more than $11.4 billion. Also, the current number of employees working in the company is more than 130. As of the year 2018, the company had more than $10 billion in overall assets.
The primary services provided by the company include allowing customers and clients to have an online automated platform providing investment services along with asset management services as well, offered by the company itself. The company is considered as a robot advisor investment service.
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