A Leading Robo Advisor

Recently Released!!!
Date Published: January 25, 2017
Summary Power Point Deck: 11 Slides

Reference Power Point Deck: 40 Slides

Wealthfront was founded by Dan Carroll & Andy Rachleff in 2008 and is based in Palo Alto, CA. The firm has $3.0 billion assets under management. Its web site can be found at www.wealthfront.com.

Wealthfront's reference Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Phase
  • Middle Phase
  • Management Transition Phase
Its profile includes the key statistics of the firm, including its number of employees, clients, accounts, net new accounts, assets under management, net flows, revenues, & net profits.
Its profile includes detailed outlines of its core services, including:
  • Service One
  • Service Two
And its profile concludes with the highlights of its organizational structure & ownership.

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