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.
Access to pre-IPO shares is available to accredited investors through UpMarket.
Latest Price
$2.1B
IPO, Sep 2025, Perplexity
UpMarket Estimate
$2.1B
Based on UpMarket valuation model
Previous Price
$1.4B
Series E 2014
How to Invest in Wealthfront Through UpMarket
Wealthfront shares are not on public exchanges. UpMarket provides accredited investors access through secondary market transactions.
Step 01
Verify accredited investor status
Confirm eligibility under SEC Rule 501 of Regulation D. Income or net worth threshold applies.
Step 02
Create an UpMarket account
Complete KYC/AML onboarding. Typically 1–2 business days. Licensed rep assigned on signup.
Step 03
Review available Wealthfront offerings
Full offering memoranda and risk disclosures provided before any commitment is required.
Step 04
Complete subscription documents
Review and sign subscription agreement. All documents handled digitally through the platform.
Step 05
Fund your investment
Wire transfer or ACH. $50K minimum. Funds held in custodial account until close.
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
Sep 2025
IPO
$2.1B
2014
Series E
$1.4B
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.
Interested in Wealthfront stock? Fill out the form above or sign up directly. Subject to availability. Accredited investors only.
UpMarket curates and conducts independent diligence on every investment opportunity before it reaches the platform.
Strategy, fees & legal reviewed in full
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.
No. As of March 2026, Wealthfront is a private company and does not trade on any public stock exchange. Accredited investors can access Wealthfront shares through UpMarket, a FINRA-registered broker-dealer that specializes in pre-IPO investments.
Wealthfront does not have a public stock price because it is privately held. The most recent known share price comes from its last funding round. Pre-IPO share prices on the secondary market may differ from the last round price depending on supply, demand, and market conditions.
Yes. Accredited investors can indicate interest in Wealthfront shares through UpMarket by filling out the form on this page or creating an account at upmarket.co. All pre-IPO offerings are subject to availability and require a $50,000 minimum investment. UpMarket is a FINRA-registered broker-dealer and has brokered alternative investments since 2019.
Pre-IPO investments carry significant risks. Wealthfront shares are illiquid, meaning there is no public market to sell them quickly. There is no guaranteed exit timeline or return. The investment is speculative in nature, and investors should be prepared for the possibility of total loss. Valuations of private companies can fluctuate substantially between funding rounds. Investors should consult their financial advisor and review all offering documents before investing.
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.
There are two primary exit paths for pre-IPO holdings: selling your shares on the secondary market to another buyer, or holding until the company completes an IPO or is acquired. Both paths are subject to transfer restrictions, company approval (right of first refusal), and market conditions. The timing of any exit is unpredictable, and investors should plan for a multi-year holding period.
The minimum investment for most pre-IPO offerings on UpMarket is $50,000. This amount may vary depending on the specific offering and share availability. There are no fees to create an UpMarket account or browse available investments. Investors only pay transaction-related fees when they complete an investment.
UpMarket's valuation estimate of is derived from a proprietary model that incorporates multiple data sources: funding round data (Caplight), revenue estimates (Sacra), secondary market pricing, and public company comparables. The model applies a private company discount to the public comp multiple to account for illiquidity and information asymmetry. This estimate is not investment advice and may differ substantially from the price at which shares actually trade.
Wealthfront provides automated investing, cash management, and financial planning tools, with 2025 revenue of $339M and platform assets up 39% to $80.2B; its software-driven wealth platform continues to scale — accredited investors can access Wealthfront stock through UpMarket.