Form D · Other Banking and Financial Services
WEALTHFRONT INC
Palo Alto, CA · CIK 0001524566
Offering snapshot reported Nov 4, 2014 · SEC filing
- Reported sold
- $64.2M Offering amount: $64.2M
- Investors reported
- 8 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Oct 28, 2014 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 4, 2014 | Initial | $64,172,931 | No comparison | 8 | SEC filing |
| Apr 4, 2014 | Initial | $34,999,969 | No comparison | 15 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-227696
Source: Form D, filed Nov 4, 2014. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Daniel Carroll | Director, Executive |
| Rick Foreman | Executive |
| Jeff Jordan | Director |
| Barry Mccarthy | Director |
| Adam Nash | Director, Executive |
| Andrew Rachleff | Director |
| Mike Volpi | Director |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
203 Forest Avenue
Palo Alto, CA, 94301
Palo Alto, CA, 94301