Wealthfront IPO: Coming Soon to a Ticker Near You

Explore opportunities to invest as the Wealthfront IPO date approaches.

Invest in pre-IPO startups like Databricks, OpenAI, and Anduril via the Fundrise Innovation Fund*.

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Notable Wealthfront News

06/23/2025: Wealthfront Confidentially Files for an IPO
09/02/2022: UBS and Wealthfront agree to terminate merger
01/26/2022: UBS agrees to acquire Wealthfront
04/02/2014: Wealthfront Raises $35M
Older news…

About Wealthfront

Wealthfront is a Palo Alto, California-based robo-advisor and financial planning platform that helps users grow and manage their money through low-cost, diversified portfolios and high-yield cash accounts.

It was founded in 2008 by Dan Carroll and Andy Rachleff and originally called KaChing, helping users mimic the strategies of professional investors. It pivoted to automated investment management and rebranded to Wealthfront in 2011.

Rachleff was a former venture capital investor at Benchmark Capital and shaped Wealthfront’s mission to democratize sophisticated financial advice through technology.

Robo-advisor services are the primary offering, which build and manage investment portfolios using low-cost ETFs aligned to clients’ risk tolerance and investment objectives. The service costs 0.25% of invested assets annually. 

It also offers high-interest cash accounts (FDIC-insured through more than two dozen partner banks), robo-financial planning, and tools to optimize tax-loss harvesting and direct indexing.

Wealthfront competes with firms like Betterment, Schwab Intelligent Portfolios, and fintech companies with similar products as secondary offerings.

But it differentiates itself through a sleek user experience, full automation, and a long-standing commitment to human-free advisory services, aiming to serve digital-native customers who prefer software over face-to-face advice.

Ownership

Wealthfront is a venture-backed startup, counting several venture capital firms and high-profile entrepreneurs as investors. The founders and employees make up the balance of equity holders. 

Venture capital investors include UBS, DAG Ventures, Benchmark, Index Ventures, Greylock, Ribbit Capital, SK Ventures, Spark Capital, Dragoneer, Marissa Mayer, Kevin Rose, Paul Kedrosky, Mark and Ali Pincus, Alison Rosenthal, Marc Andreesen, Jeff Jordan, and Tim Ferriss.

Valuation

The latest confirmed Wealthfront valuation is $1.4 billion based on the Series F funding round that closed in November 2021.

The company has raised about $300 million in private funding. 

IPO Potential

The Wealthfront IPO date has yet to be determined. However, the company announced that it filed confidentially for an IPO on June 23rd, 2025. 

A June confidential filing suggests the company aims to IPO as soon as Q3 2025. 

The company is approaching two decades of operations. Multiple fintechs launched successful IPOs in the first half of 2025, showcasing a public appetite for new public financial companies. 

Combined with a stabilized business model, Wealthfront is poised to move forward with its public listing. 

Wealthfront and UBS announced merger plans in January 2022 at the tail end of the 2021 fintech frenzy. The parties agreed to terminate the deal in September 2022. 

We’ll get clues about a potential IPO date when we learn about the hiring of investment banks or when reporting discloses an estimated IPO date timeline.

How to Invest in Wealthfront Stock

Most investors cannot own Wealthfront stock via pre-IPO investing platforms because they require the investor to be accredited. 

When the Wealthfront IPO date arrives, it will still be difficult for most investors to acquire IPO shares. 

The most likely way for investors to own Wealthfront stock is to wait for the IPO and purchase shares after it goes public. There may be other opportunities to own the stock before the IPO. 

Here are some potential options to own Wealthfront stock before, during, and after the IPO.

1. Access Wealthfront Shares Pre-IPO

Pre-IPO investment platforms may offer Wealthfront stock for purchase as employees or early investors seek to sell some of their shares before the Wealthfront IPO.

Transactions often become less fluid on the approach to an IPO. 

Accredited investors may access shares, provided they are registered on the platform and receive notifications about their availability.

Monitor pre-IPO investing platforms such as Hiive, Equitybee, Forge Global, and EquityZen for share availability. 

If shares become available, expect to pay at least a $5,000 investment minimum, often more. It’s free to sign up for data and deal alerts. 

Non-accredited investors can invest in pre-IPO companies via venture capital funds targeted at retail investors. 

The Fundrise Innovation Fund (review) is the best option available. However, Wealthfront is not currently in the portfolio. 

Please note: This is a testimonial in partnership with Fundrise. We earn a commission from partner links on AccessIPOs.com. All opinions are my own.

2. Participate in the Wealthfront Directed Share Program (DSP)

Sometimes, when customer-centric businesses go public, they set aside IPO shares for their paying user base. Directed share programs (DSPs) serve as the filing vehicle to achieve this outcome.

Although investment banks may steer issuers away from offering IPO shares to customers and retail investors, DSPs are an excellent way to engage long-term customers and encourage them to become long-term shareholders. 

Access IPOs will monitor the forthcoming S-1 SEC filing for mentions of a directed share program and update this page if one is present.

Wealthfront customers should monitor their emails in the two weeks leading up to the Wealthfront IPO to see if an opportunity to invest at the IPO prices arises. 

3. Buy the stock after the Wealthfront IPO

Waiting for the IPO has advantages, such as access to more established financials after the first quarter of trading. Pre-IPO investing has limited financials.

High-demand companies may have exaggerated valuations. Investors can benefit by attempting to sell near the peak, but may suffer when prices revert to fair valuations.

IPOs often start with high valuations, but stock prices may fall after the first and second-quarter earnings reports expose significant numbers and trends.

For example, in 2021, Rivian and Robinhood were high-flying IPO stocks but fell more than 80% below their peak stock prices just six months after their respective IPOs.

Stock price declines can be excellent entry points for recent IPO stock. Avoid buying overvalued shares immediately after the IPO due to lockup expirations and earnings disappointments.

However, the most disruptive companies may perform better over a decade, so patience is key.

4. Participate in the Wealthfront IPO through a broker

When a company goes public, investors can buy the stock during the IPO at the IPO price. 

Wealthfront does not offer IPO access to customers, though it may find a way to deliver shares to customers through an IPO offering. 

If it can, that would be a great way to engage customers, turning them into loyal long-term shareholders. 

Before, only Wall Street’s top customers could invest in IPOs. But now, retail investors can access IPOs through participating discount brokers. 

Some online brokers (listed below) allow investors to invest in IPOs for free, even if they have limited funds in their accounts.

• TradeStation 
• Robinhood 

Although these brokers often secure shares of high-profile deals, Wealthfront’s IPO is less likely because it would not want to align with competitors. 

Check out this list of best brokers for IPO investing to learn more about IPO access for retail investors.

Frequently Asked Questions (FAQs)

Is Wealthfront Publicly Traded?

Not yet. Wealthfront is a privately held late-stage startup.

But I expect to see an IPO by the end of 2025. 

What is the Wealthfront Stock Price?

Since Wealthfront is not publicly traded on a stock exchange, there is no public Wealthfront stock price yet. Pre-IPO marketplace data can offer some guidance on the current price. However, secondary marketplace data is thin. 

The November 2021 Series F funding round priced shares at around $10.00 per share. 

What is the Wealthfront Stock Symbol?

We’ll learn the Wealthfront stock symbol once the company officially files for an IPO via Form S-1 with the SEC and releases it to the public. 

However, we can speculate about what the Wealthfront ticker will be.

Here are some suggestions that are available in the U.S.:

• WFRT
• WFNT

Where is the Wealthfront IPO S-1 Filing?

The Wealthfront S-1 filing has not yet been released to the public. The confidential filing is under regulatory scrutiny. The company will work with the SEC to refine the IPO filing in the coming month. 

The document will become available when the regulatory commission approves and releases it to the public. 

We’ll post a copy of the S-1 filing on this page when it becomes available.  

You can monitor the most recent S-1 IPO filings on this website.

Wealthfront News Archive

12/15/2009: kaChing Raises $7.5 Million

Conclusion

As Wealthfront prepares to enter the public markets, its business is proof of the viability of a fully automated, human-free wealth management model.

With nearly two decades of development behind it, the company has built a loyal user base and carved out a unique niche among digital-first investors who crave simplicity and low-cost automation, helping customers avoid the pitfalls of emotional investment decisions. 

Questions remain about whether the company can scale in a competitive marketplace and attract high-net-worth investors without a large merger partner, such as UBS.

The timing of this IPO, as other fintechs have moved forward with success in 2025, suggests that Wealthfront believes market sentiment has turned in its favor.

If the company proves it can sustain margins, it could evolve from a niche robo-advisor into a full financial platform for the next generation of investors.

The next chapter will depend on how effectively it transitions from private to public life, continued customer acquisition, and striking a balance between product innovation and public-market discipline.

Bookmark this article to monitor progress toward the Wealthfront IPO.