Wealthfront

In 2025, the headlines were all about fear and anxiety — and markets kept setting records anyway. Break down 2025-coded anxieties about overconcentration, gold FOMO, and “moving to cash” in Vested Interest, our finance and economics news series. https://lnkd.in/gawCPPPY

Yahoo Finance's Julie Hyman spoke with our CEO, David Fortunato, about today’s news of Wealthfront becoming a public company. Watch the full segment here https://lnkd.in/gAU6aqPW -------- This post is for informational purposes only and does not constitute an offer, solicitation, or recommendation to buy or sell any security. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Brokerage products are provided by Wealthfront Brokerage LLC, Member of FINRA/SIPC.

Today, Wealthfront became a public company listed on the Nasdaq stock exchange as WLTH. We could not have reached this important milestone without the trust of our clients, the hard work of our current and former employees, or the support of our investors, advisors, and partners. As we embark on this exciting next chapter, we remain focused on building low-cost, high-quality products that put our clients first. We look forward to continuing to accelerate our product roadmap and expand how we help our clients achieve financial success. Read more about what this next chapter means for Wealthfront: https://lnkd.in/gTYe8vHz --- This post is for informational purposes only and does not constitute an offer, solicitation, or recommendation to buy or sell any security.

Over a decade ago, Wealthfront bet that the next generation of investors would trust software more than people. It was a bold stance that went against the prevailing wisdom of the time—that wealth management was a handshake business defined by golf outings and high-touch advisors. Andy Rachleff and David Fortunato built something radically different: a fully automated platform that was transparent in its pricing, aligned with client outcomes, and designed for digital natives. As the company grew and the product evolved, they stayed true to their mission, even when it meant growing slower, resisting shortcuts, and saying no to speculative trends. Today, as Wealthfront celebrates its IPO, that long game is paying off. With over 1.3 million clients and more than $90 billion platform assets, the company continues working to deliver on its promise of accessible, automated, and trustworthy financial services. And now, as a publicly traded company, it’s poised to bring that vision to even more people. From all of us at Index, a huge congrats to Andy, David, Daniel Carroll, and the entire Wealthfront team. It’s been a joy partnering with you on this journey, and we know the best is yet to come!

Over a decade ago, Wealthfront bet that the next generation of investors would trust software more than people. It was a bold stance that went against the prevailing wisdom of the time—that wealth management was a handshake business defined by golf outings and high-touch advisors. Andy Rachleff and David Fortunato built something radically different: a fully automated platform that was transparent in its pricing, aligned with client outcomes, and designed for digital natives. As the company grew and the product evolved, they stayed true to their mission, even when it meant growing slower, resisting shortcuts, and saying no to speculative trends. Today, as Wealthfront celebrates its IPO, that long game is paying off. With over 1.3 million clients and more than $90 billion platform assets, the company continues working to deliver on its promise of accessible, automated, and trustworthy financial services. And now, as a publicly traded company, it’s poised to bring that vision to even more people. From all of us at Index, a huge congrats to Andy, David, Daniel Carroll, and the entire Wealthfront team. It’s been a joy partnering with you on this journey, and we know the best is yet to come!

Today we’re celebrating our IPO and looking ahead to the future. Our Board Member Mike Volpi wrote a blog post capturing the journey from when he first learned about Wealthfront, what continues to excite him about our business opportunity, and how playing the long game has allowed us to build trust with a new generation of investors. Read it here: https://lnkd.in/gXHPE5uY ------ This post is for informational purposes only and does not constitute an offer, solicitation, or recommendation to buy or sell any security. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Brokerage products are provided by Wealthfront Brokerage LLC, Member of FINRA/SIPC.

Wealthfront is officially a public company, trading on the Nasdaq as WLTH! Our CEO, David Fortunato, spoke with Matthew Miller for Bloomberg’s “Open Interest” to talk about this milestone and how we’re focused on helping clients grow their wealth in all market cycles. Watch the full interview here: https://lnkd.in/gkBAj8qc ---------- This post is for informational purposes only and does not constitute an offer, solicitation, or recommendation to buy or sell any security. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Brokerage products are provided by Wealthfront Brokerage LLC, Member of FINRA/SIPC.

Our CEO, David Fortunato, joined Michael Santoli and Becky Quick on CNBC Squawk Box this morning to discuss our path to becoming a public company and how we plan to continue expanding our platform to serve our clients’ evolving needs. They dove into our client-first business model and how it’s allowed us to scale profitably and serve more than 1.3 million clients with $90B+ in assets across a diverse suite of software-driven products. Check out the interview here: https://lnkd.in/ghYCuAzM --------- This post is for informational purposes only and does not constitute an offer, solicitation, or recommendation to buy or sell any security. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Brokerage products are provided by Wealthfront Brokerage LLC, Member of FINRA/SIPC.