WEALTHFRONT CORPORATION
Ownership & governance
Executives 5Directors 8Avg age 53Avg tenure 7y
DF
David Fortunato
Chief Executive Officer
Age 41Since 2021-02-28Profile →
+12
Executives5
DF
David Fortunato→
Chief Executive Officer
Age 41Since 2021-02-28
DC
Dan Carroll
Corporate Officer/Principal
—Since 2007-12-31
AI
Alan Imberman→
Director of Finance/CFO
Age 44Since 2021-03-31
JW
Julien Wetterwald→
Chief Tech/Sci/R&D Officer
Age 40Since 2019-08-31
LL
Lauren Lin
Compliance Officer
Age 46Since 2023-06-30
Board of directors8
AR
Andy Rachleff→
Chairman
Age 68Since 2013-12-31
MV
Michelangelo Volpi→
Director/Board Member
Age 59Since 2013-03-31
JB
Jaleh Bisharat→
Director/Board Member
Age 67Since 2021-05-11
JK
Jason Kilar→
Director/Board Member
Age 54Since 2017-09-30
DF
David Fortunato→
Director/Board Member
Age 41Since 2021-02-28
KG
Ken Goldman→
Director/Board Member
Age 76Since 2021-03-31
MS
Michael Schmidt→
Director/Board Member
Age 40Since 2025-08-31
LW
L. Wilson→
Director/Board Member
Age 63Since 2025-03-31
Shareholders5
| Name | Stake | Shares |
|---|---|---|
| Andy Rachleff | 11.55 % | 17,260,416 |
| Tiger Global Management LLC | 10.14 % | 15,156,877 |
| Corner Venture Partners LLC | 9.24 % | 13,813,474 |
| Ribbit Management Co. LLC | 6.587 % | 9,848,159 |
| Index Ventures (UK) LLP | 6.328 % | 9,460,434 |
Catalog · 2026-07-09
Proxy officers22
| Name | Role | Since | Shares |
|---|---|---|---|
| Andy Rachleff | Chairman | 2013-12-31 | - |
| Alan Imberman | Director or executive officer | — | 1,362,052 |
| Alan Imberman | Director or executive officer | — | 1,362,052 |
| David Fortunato | Director/Board Member | 2021-02-28 | - |
| Jaleh Bisharat | Director or executive officer | 2021-03-01 | 307,007 |
| Jaleh Bisharat | Director/Board Member | 2021-05-11 | - |
| Jaleh Bisharat | Director or executive officer | 2021-03-01 | 307,007 |
| Jason Kilar | Director or executive officer | 2017-10-01 | 646,619 |
Proxy · as of 2026-07-09
Institutional (13F)
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Fund membership
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Street consensus
Consensus buyMean target 12.25Range 10.25–17Analysts 7
10.25Mean 12.2517
- Strong buy 4
- Buy 1
- Hold 3
Broker actions25
| Firm | Action | To | Target | Date |
|---|---|---|---|---|
| Needham | Reiterated | Buy | 13 | 2026-10-07 |
| Needham | Initiated | Buy | 13 | 2026-09-25 |
| RBC Capital | Maintained | Outperform | 11 | 2026-09-10 |
| Wells Fargo | Maintained | Overweight | 11.5 | 2026-08-04 |
| Keefe, Bruyette & Woods | Maintained | Market Perform | 10.5 | 2026-07-13 |
| Goldman Sachs | Maintained | Neutral | 10.5 | 2026-07-02 |
| Wells Fargo | Maintained | Overweight | 12 | 2026-07-01 |
| Keefe, Bruyette & Woods | Maintained | Market Perform | 11 | 2026-06-05 |
| RBC Capital | Maintained | Outperform | 13 | 2026-06-05 |
| JP Morgan | Maintained | Overweight | 12 | 2026-06-05 |
| Wells Fargo | Maintained | Overweight | 13 | 2026-05-04 |
| Citizens | Maintained | Market Outperform | 17 | 2026-03-16 |
Firm rows and rating mix from Yahoo Finance; mean target is Yahoo’s aggregate until OpenFilings derives consensus from broker rows.