WEALTHFRONT

wealthfront.com · Palo Alto, United States of America

Wealthfront is a digital wealth management and banking platform that provides automated investment management, financial planning tools, and high-yield cash accounts to individual investors. The company generates revenue primarily through advisory fees on assets under management and interest spread on cash products. Its services are delivered via web and mobile applications to retail clients in the United States.

  • Wealth & Investment Software
Revenue
$200.0M
Employees
750
Founded
2008
Headquarters
Palo Alto, United States of America

What 9 Arbolus experts think of WEALTHFRONT

NPS scores are mostly positive, with 67% scoring 8 or above and a sizable minority (11%) giving a neutral score of 6. Overall renewal intent is very strong, with 100% of those declaring intent planning to renew. Stickiness is high, with most customers reporting an implementation stage of more than one year. Key themes are high satisfaction levels among high-spending and long-term clients, low churn risk, and a strong preference for continued engagement.Overall Customer Sentiment: Positive

Who reviewed WEALTHFRONT

Total customers 9 7 current · 2 former
Reviews growth +2 in six months
Seniority of respondents
  • C-Suite 67% (6)
  • Director 33% (3)
Product Leader C-Suite NPS 9 Will renew
Finance Leader C-Suite NPS 9
Executive C-Suite NPS 8 Undecided

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Sentiment

44 Net Promoter Score, from 9 scored reviews
  • Promoters 5
  • Passives 3
  • Detractors 1

Cumulative NPS by month

+0 over 3 months
  • May 8
  • Jun 8
  • Apr 8

Net Promoter Score across 1 reviews, accumulated up to each month. Category median 44 across 1 companies.

Written answers and themes publish with the full report.

Renewal intent

Plan to renew 86%
  • Will renew 6
  • Undecided 1
  • Not renewing 0

Plan to renew, by seniority

  • C-Suite 80% 5 answers
  • Director 100% 2 answers
  • 8/10 Average score from customers who will renew
  • 8/10 Average score from undecided customers

For people who use WEALTHFRONT

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  • 9 customers of WEALTHFRONT have already contributed
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