Data / Form D filings / WEALTHFRONT INC
WEALTHFRONT INC: Form D filings
WEALTHFRONT INC, a financial services company in Palo Alto, CA, filed 2 Form D notices with the SEC in 2014. The latest, on November 4, 2014, reports $64.2 million sold of a $64.2 million offering to 8 investors.
Find out what WEALTHFRONT INC does, who founded it and who invested, beyond what the filing says. $10 of credit on sign-up, no card.
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Company details from the filing
- Address
- 203 FOREST AVENUE, Palo Alto, CA, 94301
- Phone
- (650) 325-2717
- Industry
- Other Banking and Financial Services
- Entity type
- Corporation
- Incorporated in
- Delaware
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1524566
The full lists. Form D filings in California: 5,891 rows, $138.91, or the new rows each week for $19 a month. Form D filings in Other Banking and Financial Services: 1,280 rows, $64, or the new rows each week for $19 a month. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (company, CIK, year incorporated, street, city, state and 5 more), which open on your screen as soon as the payment clears and come by email. For agents and scripts: every list with its row count and price is at https://specstream.ai/data/lists.json.
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Nov 4, 2014 | New notice | $64,172,931 | $64,172,931 | $0 | 8 | Oct 28, 2014 | sec.gov |
| Apr 4, 2014 | New notice | $34,999,969 | $34,999,969 | $0 | 15 | Apr 2, 2014 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| MIKE VOLPI | Director | |
| BARRY MCCARTHY | Director | |
| RICK FOREMAN | Executive Officer | |
| ANDREW RACHLEFF | Director | |
| ADAM NASH | Executive Officer, Director | |
| DANIEL CARROLL | Executive Officer, Director |
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Every Form D from the week of Nov 3, 2014 · All recent filings in California · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what WEALTHFRONT INC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.
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