A Leading Robo Advisor

Recently Released!!!
Date Published: December 6, 2021
Summary PowerPoint Deck: 20 Slides
Reference PowerPoint Deck: 48 Slides

Wealthfront was founded as kaChing by Dan Carroll & Andy Rachleff in 2008. The company is based in Palo Alto, CA. Wealthfront has 262 employees, 450,000 clients, 422,207 accounts, & $27.0 billion assets under management. Wealthfront is led by its CEO Andy Rachleff & President David Fortunato. Its web site can be found at www.wealthfront.com

This research addresses the key historical phases of Wealthfront, including:
  • Early Phase
  • Management Transition Phase
  • Recent Phase
Its profile includes the key statistics of the company, including its number of employees, clients, accounts, & assets under management.

Its profile includes detailed outlines of its core services, including:
  • Direct Indexing
  • Tax Loss Harvesting
  • Cash Accounts
  • College Savings
  • Retirement Accounts

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

Subscribe to this Tiburon Research

Member Access

Tiburon CEO Summit Insiders, Tiburon Members, and individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Tiburon Research Subscriptions


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.