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
Palo Alto, CA 94301
USA
Phone
Website
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
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chairman
Andy Rachleff
Chief Executive Officer
Adam Nash
Chief Financial Officer
Rick Foreman
Chief Technical Officer
David Fortunato
VP - Bus. Development
Daniel Carroll
VP - Engineering
Avery Moon
VP - Product Management
Elliot Shmukler
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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Where The Data Comes From
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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