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智能投顾巨头Wealthfront计划在美上市

近日,美国智能投顾业巨头Wealthfront宣布,计划于近期进行首次公开募股。

该公司传播高级总监Kate Wauck表示:

“Wealthfront已经明确将IPO提升日程。目前在智能投顾领域,大多数从业机构发展速度仍然止步不前。因此,Wealthfront决定抢占先机,尽快占领智能投顾的大部市场。”

Wealthfront总部位于美国加利福尼亚州,位列全球最大智能投顾平台之列,目前资产管理规模已经达到将近50亿美元。

据Crunchbase统计,目前Wealthfront已经累计融资1.295亿美元。Wauck表示,近期Wealthfront并没有进行融资活动,该公司上一次大规模融资还是在2014年。而其竞争对手Betterment自2008年成立以来也已经累计融资3亿美元。

此外,Wealthfront还表示,将在今年晚些时候推出伦理投资新产品。

Leading robo-adviser Wealthfront plans to make an Initial Public Offering in the future, a company spokesperson has said.

“That's definitely the goal to reach an IPO someday,” senior director of communications Kate Wauck told investing website Benzinga. “I think you'll see a few players remaining at that point [in robo-advising before that time], but honestly no one is approaching it the way that Wealthfront is therefore we plan to have the biggest share of our market.”

The Redwood City, California-based platform is among the largest robo-advice platforms in the world, with nearly USD $5bn in assets under management.

The company has already raised $129.5m, according to Crunchbase. Wauk noted in the interview that the firm was not raising money, although the last funding round was in 2014. In comparison rival platform Betterment has raised nearly $300m since it was founded in 2008.

Wealthfront also recently announced it would offer ethical investing options to its customers later this year.


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