IPO registrations (S-1, F-1) · Registrants

WEALTHFRONT CORP

SEC CIK
1524566 · filings on EDGAR ↗
Former names
WEALTHFRONT INC (2011–2018)
Registration
Form S-1, first filed 2025-09-29, last 2025-12-11; 1 initial registration, 2 amendments
Outcome
Final prospectus filed 2025-12-12; declared effective 2025-12-11
Industry (SIC)
Finance Services 6199
Incorporated in
DE
Business address
261 HAMILTON AVE, Palo Alto, CA 94301
EIN
20-8280144
Ticker
WLTH (Nasdaq)
EDGAR entity type
operating
Insiders and CEO pay
WEALTHFRONT CORP on the corporate pages

Offering terms

Proposed price range
$12.00–$14.00 per share (S-1/A filed 2025-12-11)
Final price
$14.00 per share, within the range (424B4 filed 2025-12-12, an initial public offering)
Shares sold
34,615,384 (21,468,038 by the company, 13,147,346 by selling holders)
Gross proceeds
$484,615,376 before underwriting discounts and any over-allotment option
Listing
Nasdaq under the symbol WLTH
Lead underwriters
Goldman Sachs (10,831,154 shares); J.P. Morgan (9,962,308 shares)
Syndicate
Citigroup (4,648,846); Wells Fargo (4,880,769); RBC Capital Markets (1,661,538); Citizens; KBW (1,066,154); Stifel; KeyBanc Capital Markets (498,461); JMP Securities (1,066,154)

Read from the cover pages of the filings listed under “Prospectus pages read” below; check the document for anything that matters.

Filings 5

FiledFormWhat it isName as filedEDGAR
2025-09-29S-1S-1 (registration)WEALTHFRONT CORP0001628280-25-043113 ↗
2025-12-02S-1/AS-1/A (amendment)WEALTHFRONT CORP0001628280-25-054592 ↗
2025-12-11S-1/AS-1/A (amendment)WEALTHFRONT CORP0001628280-25-056439 ↗
2025-12-11EFFECTEFFECT (declared effective)WEALTHFRONT CORP9999999995-25-003660 ↗
2025-12-12424B4424B4 (final prospectus)WEALTHFRONT CORP0001628280-25-056780 ↗

Prospectus pages read 2

FiledFormRead asRangePriceSharesProceedsListingUnderwritersWhat was foundDocument
2025-12-11S-1/Aregistration statement$12.00–$14.0034,615,384-Nasdaq WLTH9primary document; range, shares headline, cover names 9document ↗
2025-12-12424B4final prospectus$14.0034,615,384$484,615,376Nasdaq WLTH10primary document; price sentence, shares headline, proceeds table, underwriting table 8, cover names 9document ↗

Officers, directors and large holders Forms 3, 4 and 5

InsiderRoleTitleFilingsYearsOn this site
Bisharat JalehDirector52025–2026
Cadeddu John J.TenPercentOwner22025
Coleman Charles P IIITenPercentOwner22025
DAG Ventures IV-A, LLCTenPercentOwner22025
DAG Ventures IV, L.P.TenPercentOwner22025
DAG Ventures IV-QP, L.P.TenPercentOwner22025
DAG Ventures Management IV, LLCTenPercentOwner22025
Fortunato DavidDirector,OfficerCEO and President132025–2026
GOLDMAN KENNETH ADirector52025–2026
Goodrich R. ThomasTenPercentOwner22025
Imberman AlanOfficerCFO and Treasurer82025–2026
Index Venture Associates VI LtdTenPercentOwner22025
Index Venture Growth Associates II LtdTenPercentOwner22025
Index Ventures Growth II (Jersey), L.P.TenPercentOwner22025
Index Ventures Growth II Parallel Entrepreneur Fund (Jersey), L.P.TenPercentOwner22025
Index Ventures VI (Jersey) LPTenPercentOwner22025
Index Ventures VI Parallel Entrepreneur Fund (Jersey) LPTenPercentOwner22025
IYER KALOfficerVP, Engineering92025–2026
KILAR JASONDirector72025–2026
Lin LaurenOfficerCLO, CCO and Secretary92025–2026
RACHLEFF ANDREW SDirector,TenPercentOwner42025–2026
Schmidt Michael ReedDirector52025–2026
TIGER GLOBAL MANAGEMENT LLCTenPercentOwner22025
Tiger Global PIP Management X, Ltd.TenPercentOwner22025
Tiger Global PIP Performance X, L.P.TenPercentOwner22025
Tiger Global Private Investment Partners X, L.P.TenPercentOwner22025
Volpi MichelangeloDirector22025
Wetterwald JulienOfficerChief Technology Officer112025–2026
WILSON L MICHELLEDirector72025–2026person page Fuzzy
Yucca (Jersey) SLPTenPercentOwner22025

Everyone who filed an insider report for this company, from the SEC’s Insider Transactions Data Sets (2006 on). Person pages are matched by name and state only.

Private offerings before or after (Form D)

First filedIssuerIndustryOfferingSoldInvestorsFilings
2014-11-04WEALTHFRONT INCOther Banking and Financial Services$64,172,931$64,172,93181
2014-04-04WEALTHFRONT INCOther Banking and Financial Services$34,999,969$34,999,969151

Data: SEC EDGAR. The quarterly full index (every S-1, S-1/A, F-1 and F-1/A since 1993, with the pricing prospectus, notice of effectiveness and withdrawal request of each registrant) and the company submissions data (SIC, state of incorporation, address, EIN, tickers, former names). Company details are what EDGAR holds today, not at the time of the filing.

Also on this site Fuzzy

RecordName as filedWhereDatasetMatched by
Business registrationWealthfront CorporationCAState business registriesname and state
Business registrationWealthfront CorporationCAState business registriesname and state
Business registrationWEALTHFRONT CORPORATIONCAState business registriesEIN (EXACT, as the state registration reports it)
Business registrationWEALTHFRONT CORPORATIONCAState business registriesname and state
Form D issuerWEALTHFRONT INCCAForm D private offeringsCIK (EXACT)
Patent assigneeWealthfront CorporationCAPatents (USPTO)name and state
SEC filerWEALTHFRONT CORPSEC filers (EDGAR)CIK (EXACT)
Trademark ownerWealthfront CorporationCATrademarks (USPTO)name and state
Form 5500 plan sponsorWEALTHFRONT CORPORATIONEIN (EXACT)
Person pageL Michelle WilsonPeople (Form 990 officers, directors and employees)officer, director or 10% owner on the company's Forms 3, 4 and 5 (Director)

Matched by an identifier (EIN, CIK, CRD), by name and state or city, or by street address; a shared name or address is not proof of the same person or organization. Every link says how it was made; how the cross-referencing works.

Others with the same interests

SIC industry Finance Services, CA first:

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In other datasets, the same topic (Finance) in CA:

Interests: Finance Services · Finance