Wealthfront Inc.

GPTKB entity

Statements (60)
Predicate Object
gptkbp:instance_of gptkb:Company
gptkbp:bfsLayer 5
gptkbp:bfsParent gptkb:Wealthfront_Cash_Account
gptkbp:acquired gptkb:UBS
gptkbp:acquisition gptkb:2022
$1.4 billion
Wealthfront Inc. acquired by UBS
gptkbp:application gptkb:battle
gptkbp:brand gptkb:High
gptkbp:ceo David Fortunato
gptkbp:community_engagement Webinars
Social Media Presence
Blog Posts
gptkbp:customer_support Email Support
Phone Support
Online Chat
gptkbp:employees 200+
gptkbp:feedback Positive Reviews
High Satisfaction Ratings
gptkbp:financial_products gptkb:529_College_Savings_Plans
Retirement Accounts
Educational Resources
Taxable Accounts
gptkbp:founded gptkb:2008
gptkbp:founder gptkb:Andy_Rachleff
gptkbp:future_plans Tax Efficiency
Wealth Accumulation
Retirement Savings
Investment Growth
Education Savings
gptkbp:headquarters gptkb:California
gptkb:Los_Altos,_California
https://www.w3.org/2000/01/rdf-schema#label Wealthfront Inc.
gptkbp:industry gptkb:financial_services_company
gptkbp:investment Modern Portfolio Theory
$500
Retirement Planning Tools
Tax Optimization Tools
Competitive Returns
Passive Investing
ET Fs
Goal-Based Planning Tools
gptkbp:losses gptkb:battle
gptkbp:market Leading Robo-advisor
gptkbp:mentor gptkb:battle
gptkbp:partnership gptkb:UBS_Group_AG
gptkbp:partnerships gptkb:Educational_Institution
Technology Providers
gptkbp:receives_funding_from $25 billion
gptkbp:regulatory_body gptkb:SEC
gptkbp:revenue Management Fees
gptkbp:risk_factor Automated Risk Assessment
gptkbp:services Financial Planning
automated investment management
Automated Investment Management
gptkbp:target_market Millennials
gptkbp:type gptkb:robot
gptkbp:user_base Over 400,000 clients
gptkbp:user_experience User-Friendly Interface
gptkbp:website wealthfront.com