# WEALTHFRONT INC — Form D

WEALTHFRONT INC of PALO ALTO, CA, a company, filed a Form D exempt-offering notice with the SEC on 2014-04-04. The offering totals $35.0M, of which $35.0M was reported sold. Industry: Other Banking and Financial Services.

## Offering

- Filed: 2014-04-04
- Form: D
- Accession: 0001524566-14-000002
- Industry: Other Banking and Financial Services
- Exemptions: 06b
- Total offering: $35.0M
- Amount sold: $35.0M
- Investors: 15
- Date of first sale: 2014-04-02
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-214900

## Issuer

- Name: WEALTHFRONT INC
- CIK: 0001524566
- Entity type: Corporation
- Jurisdiction: DELAWARE
- Address: 203 FOREST AVENUE, PALO ALTO, CA, 94301
- Phone: 650 325 2717

## Officers, directors & promoters (9)

| Name | Role | Location |
| --- | --- | --- |
| Jeff Jordan | Director | San Francisco, CA |
| Adam Nash | Director | Los Altos, CA |
| Adam Nash | Executive Officer | Los Altos, CA |
| Mike Volpi | Director | San Francisco, CA |
| Barry McCarthy | Director | San Francisco, CA |
| Daniel Carroll | Director | San Francisco, CA |
| Daniel Carroll | Executive Officer | San Francisco, CA |
| RICK FOREMAN | Executive Officer | PALO ALTO, CA |
| ANDREW RACHLEFF | Director | PALO ALTO, CA |

## Other filings by this issuer (1)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2014-11-04](https://search.stillhousedata.com/formd/0001524566-14-000003) | D | $64.2M | $64.2M |

## More

- [CIK 1524566 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1524566&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001524566-14-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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