Tech Company Financing Transactions

Wealthfront Funding Round

Wealthfront closed a $7.5 million Series A funding round on 12/16/2009. Backers included DAG Ventures.

Transaction Overview

Company Name
Announced On
12/16/2009
Transaction Type
Venture Equity
Amount
$7,500,000
Round
Series A
Investors
Proceeds Purpose
The company said that the funding will go towards growth and infrastructure expansion.

Company Information

Company Status
Private & Independent
Industry
FinTech
Mailing Address
203 Forest Ave.
Palo Alto, CA 94301
USA
Email Address
Overview
Wealthfront is the largest and fastest-growing SEC-registered, software-based financial advisor. Our mission is to provide access to the same high quality financial advice offered by major financial institutions and private wealth managers, like tax-loss harvesting, without the high account minimums or costs.
Profile
Wealthfront LinkedIn Company Profile
Social Media
Wealthfront Company Twitter Account
Company News
Wealthfront News
Facebook
Wealthfront on Facebook
YouTube
Wealthfront on YouTube

Management Team

Title
Name
Email & Social
Chairman
Andy Rachleff
  Andy Rachleff LinkedIn Profile  Andy Rachleff Twitter Account  Andy Rachleff News  Andy Rachleff on Facebook
Chief Executive Officer
Adam Nash
  Adam Nash LinkedIn Profile  Adam Nash Twitter Account  Adam Nash News  Adam Nash on Facebook
Chief Financial Officer
Rick Foreman
  Rick Foreman LinkedIn Profile  Rick Foreman Twitter Account  Rick Foreman News  Rick Foreman on Facebook
Chief Technical Officer
David Fortunato
  David Fortunato LinkedIn Profile  David Fortunato Twitter Account  David Fortunato News  David Fortunato on Facebook
VP - Bus. Development
Daniel Carroll
  Daniel Carroll LinkedIn Profile  Daniel Carroll Twitter Account  Daniel Carroll News  Daniel Carroll on Facebook
VP - Engineering
Avery Moon
  Avery Moon LinkedIn Profile  Avery Moon Twitter Account  Avery Moon News  Avery Moon on Facebook
VP - Product Management
Elliot Shmukler
  Elliot Shmukler LinkedIn Profile  Elliot Shmukler Twitter Account  Elliot Shmukler News  Elliot Shmukler on Facebook


 

 

Browse more venture capital transactions:

Prev: 12/16/2009: Afferent Pharmaceuticals venture capital transaction
Next: 12/16/2009: Savara Pharmaceuticals venture capital transaction

 

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We do our best to document every notable VC transaction. All VC database entries on this site are derived from news reports and company announcements. The information comes to us via our partnership with VentureDeal.com, an affiliated venture.

 


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