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:
And its profile concludes with the highlights of its organizational structure & ownership.