Wealthfront is a financial services company that provides automated investing, cash management, and financial planning tools. It serves individuals seeking software-driven wealth management and advisory services.
UpMarket does not offer Wealthfront shares. This page covers Wealthfront's history before it went public.
Status
Public
Nasdaq: WLTH, since Dec 2025
Last Private Valuation
Not confirmed
Not confirmed by two independent reputable sources
How to Review Wealthfront's Pre-IPO History on UpMarket
Wealthfront became a public company on December 12, 2025 and trades on Nasdaq as WLTH. UpMarket does not offer Wealthfront shares. This page covers Wealthfront's valuation and funding history before it went public.
Step 01
Check the listing details
Wealthfront listed on Nasdaq under the ticker WLTH on December 12, 2025.
Step 02
Review the valuation history
See how Wealthfront's private-market valuation changed across funding rounds before it went public.
Step 03
Review funding and revenue data
See reported funding rounds and revenue figures on this page, with their sources.
Step 04
Explore private companies
Accredited investors can review UpMarket's current pre-IPO offerings in companies that have not yet gone public.
Pre-IPO investments are illiquid, speculative, and involve risk of total loss of capital.
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Valuation Growth Over Time
Post-money valuation by round
Previous roundsMost recent
Date
Round
PPS (split-adj.)
Valuation
Wealthfront Revenue and Growth
Annual revenue
Why Investors Are Watching Wealthfront
Growth Signal
Platform assets rose 39% to $80.2B in one year
Wealthfront said platform assets increased from $57.6 billion on Jan. 31, 2024 to $80.2 billion on Jan. 31, 2025, a 39% year-over-year gain. That growth suggests the company is still scaling client balances even as its core automated-investing product matures.
Competitive Moat
Wealthfront pitches a passive model centered on fees
Wealthfront says its investing philosophy is to focus on what investors can control: taxes, fees, and risk, and to use a passive long-term approach. Its automated portfolios and tax-aware framing help differentiate it from self-directed brokerage platforms.
Product Milestone
Wealthfront offers 3.30% APY cash and automated portfolios
Wealthfront says users can earn 3.30% APY on uninvested cash while investing in expert-built automated portfolios of stocks, bonds, and ETFs. The company also reports that its Classic portfolios with risk score 9 have averaged 9.99% annual pre-tax growth since launch.
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We review every offering's strategy, risk management, liquidity, fees, valuation methodology, tax matters, and all third-party providers: legal counsel, auditor, administrator, and custodian.
Disciplined managers only
We offer investments exclusively from disciplined managers that pursue unique strategies across an array of asset classes.
Built around your objectives
Our goal is to empower you to build a portfolio that best meets your individual investment objectives.
Yes. Wealthfront became a public company on December 12, 2025 and trades on Nasdaq under the ticker WLTH. UpMarket does not offer Wealthfront shares.
Wealthfront's share price is set on the public market under the ticker WLTH. The prices shown on this page are historical private-market prices from before it went public.
No. Wealthfront is now a public company and UpMarket does not offer its shares. Accredited investors interested in companies that have not yet gone public can review UpMarket's current pre-IPO offerings.
Wealthfront is now publicly traded, so its shares can be bought and sold on Nasdaq and their price can change significantly. Review Wealthfront's public filings and consult a financial advisor before investing. UpMarket does not offer Wealthfront shares.
In a pre-IPO transaction, accredited investors purchase shares from existing shareholders (such as employees, early investors, or other holders) through secondary market platforms. The company itself does not issue new shares in these transactions. UpMarket facilitates these trades as a FINRA-registered broker-dealer, handling compliance, documentation, and settlement on behalf of both parties.
Wealthfront became a public company on December 12, 2025, so shares held before the listing can generally be sold on the public market once any lock-up period ends. The exact terms depend on how the shares are held, for example directly or through a fund.
UpMarket does not offer Wealthfront shares. The minimum for most pre-IPO offerings on UpMarket is $50,000.
Wealthfront's valuation is now set by its public share price on Nasdaq. The figures on this page show its valuation history before it went public.
Wealthfront is a financial services company that provides automated investing, cash management, and financial planning tools. It became a public company in Dec 2025. UpMarket does not offer its shares.