智能投顾平台Wealthfront获7500万美元投资 - 互联网金融门户 未央网

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智能投顾平台Wealthfront获7500万美元投资

全新的互联网金融模式国际资讯

智能投顾平台Wealthfront获7500万美元投资

近日,智能投顾平台Wealthfront宣布再获7500万美元投资,本轮融资由Tiger Global Management领投,Benchmark Capital、DAG Ventures、Greylock Partners、Index Ventures、Ribbit Capital、Social Capital和Spark Capital Growth等现有投资者跟投。Wealthfront于2011年12月由Andy Rachleff和Dan Carroll创立,目前资产管理规模已经突破90亿美元。

Wealthfront旨在引领软件金融服务公司的潮流,使得无法得到传统金融服务覆盖的年轻专业人士和家庭能够通过方便,低成本的移动服务进行投资。Wealthfront表示,本轮融资将用于优化和自动化更多的金融服务使用路径,以巩固客户的财务帐户,增强客户互动。

Tiger Global Management成立于2001年,主要面向全球互联网,软件,金融技术,消费和工业领域进行投资,此前的投资对象包括Spotify、Harry's、Warby Parker、Peloton、京东、Facebook、LinkedIn、Yandex、Mail.ruGroup、Despegar和Flipkart等多家互联网创新企业。

著名资讯机构德勤的一项研究显示,到2030年,千禧一代和X世代将控制美国的大部分金融资产,预计为33万亿美元。然而,这些年轻人的金融服务需求可能并不能得到很好地满足,因为他们对技术驱动产品的青睐恰恰是传统行业的短板。 而Wealthfront将基于移动的财务计划,投资管理和银行相关服务结合在一起,消除与财务顾问安排会议的不便,让人们通过手机完成所有的财务规划。

Robo-advisor Wealthfront announced a $75 million round of financing led by Tiger Global Management with participation from all existing venture capital investors, including Benchmark Capital, DAG Ventures, Greylock Partners, Index Ventures, Ribbit Capital, Social Capital and Spark Capital Growth. Launched by Andy Rachleff and Dan Carroll in December 2011, Wealthfront currently manages more than $9 billion.

Wealthfront aims to lead the wave of software-based financial services companies that enable underserved young professionals and families to invest through convenient, low cost mobile-based services. Funding will be used to amp up Weathfront’s efforts to optimize and automate more financial services using Path, an automated financial planning service that also consolidates clients’ financial accounts, as the foundation for all client interaction.

Founded in 2001, Tiger Global Management fundamentally oriented investments focus primarily on the global Internet, software, financial technology, consumer and industrial sectors including Spotify, Harry’s, Warby Parker, Peloton, JD.com, Facebook, LinkedIn, Yandex, Mail.ruGroup, Despegar and Flipkart.

According to a Deloitte study, by 2030 the Millennial Generation and Generation X will control the majority of financial assets in the United States, projected to be $33 trillion. Unfortunately these young people continue to be underserved, as their preference for technology-driven experiences are not being met by the traditional industry. Wealthfront’s combination of mobile-based financial planning, investment management and banking-related services aims to remove the inconvenience of scheduling a meeting with a financial advisor and allows clients to plan for major milestones in the same way they perform all their other daily tasks – on their phones.


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