Wealthfront
261 Hamilton Ave,
Palo Alto, 94301, CA,
United States
Palo Alto, 94301, CA,
United States
1 844-495-8437
Banking and Financial Services
Wealthfront Technographics
Wealthfront Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Wealthfront and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 350 Wealthfront employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Wealthfront has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2017, Google Workspace (Formerly Google G-Suite) for Collaboration in 2015, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Wealthfront is running and its propensity to invest more and deepen its relationship with Oracle , Google , DocuSign or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Wealthfront revenues, which have grown to $90.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Wealthfront intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Wealthfront Tech Stack and Enterprise Applications
Wealthfront ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Intuit Quickbooks Enterprise | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2017 | 2017 |
In 2017, Wealthfront implemented Oracle NetSuite ERP for a multi-entity financial environment, replacing Intuit Quickbooks Enterprise 15.0 and adopting an ERP Financial platform to centralize accounting and finance operations. The implementation team included four members from the company and two external consultants who executed a multi-entity chart of accounts, intercompany routines, and consolidated month-end close workflows across parent and subsidiary entities.
The Oracle NetSuite ERP configuration supported core accounting modules and month-end close controls, including journal entry preparation and review, account reconciliations, and detailed schedules for Fixed Assets, Prepaids, Intangible Assets, Deferred Rent, and Accruals. The system was configured to process intercompany allocations on a monthly basis, handling approximately $400K to $700K of direct and indirect expense allocations, and to perform advisory fee reconciliation for the parent company to calculate monthly revenue.
Operational integrations and transactional coverage included expense management integration with Expensify, where all-company expense reports and corporate credit card charges were processed and reconciled in Oracle NetSuite ERP. Payroll was recorded directly in NetSuite on a bi-monthly cadence with salary expense allocations, and accounts payable workflows supported processing of roughly 130 to 160 invoices as part of the month-end close. The implementation included coordination with Brokerage Operations to ensure accurate and timely delivery of advisory fees into the financial close.
Governance was structured with Accounting and Finance ownership of month-end close and vendor risk oversight, with a finance representative serving on the Risk Review committee to assess financial risks related to onboarding new vendors. The rollout emphasized finance-led process controls, reconciliations, and operational handoffs between AP, payroll, Brokerage Operations, and external consultants during and after the NetSuite go live.
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Wealthfront Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Wealthfront implemented Google Workspace (Formerly Google G-Suite) as its Collaboration platform. The 350 employee financial services firm standardized on Google Workspace to centralize email, calendaring and real time document collaboration across product, engineering and corporate teams. Google Workspace (Formerly Google G-Suite) serves core business functions including internal communications, knowledge management and collaborative product development.
Deployment relied on standard Google Workspace services such as Gmail, Calendar, Drive, Docs, Sheets, Slides and Meet, with administrative control provided through the Google Admin console for account provisioning, group and domain settings, and device policy enforcement. The implementation emphasized shared drives and concurrent editing workflows for team content, integrated calendaring for cross functional scheduling, and role based administrative governance to align collaboration workflows with operational requirements.
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Wealthfront Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Wealthfront deployed DocuSign eSignature as a Digital Signing solution on its public website to enable electronic acceptance of customer-facing agreements and consent flows. DocuSign eSignature was embedded into the web experience to present signature requests, collect signer authentication, and capture legally binding signatures for online workflows.
The implementation centered on standard Digital Signing capabilities including embedded signing sessions, reusable document templates, and audit trail generation to support compliance and record retention. Operationally the deployment supports customer onboarding and account administration touchpoints on the website, integrating signing events into the user session and document lifecycle, and providing an auditable signing record for operational and compliance teams.
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Wealthfront CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Engagement, Customer Loyalty | CRM |
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2020 | 2020 |
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Customer Support | CRM |
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2015 | 2015 |
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Customer Support | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Wealthfront PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Test Automation Platform | PaaS |
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2020 | 2021 |
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Transactional Email | PaaS |
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2012 | 2012 |
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Wealthfront IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2012 | 2012 |
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Cloud Storage | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Wealthfront
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Wealthfront Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Wealthfront IT executives and key decision makers. This section highlights Wealthfront's latest recorded technology evaluations, including ADP Payroll for Payroll on 2025-02-13, Namely for Core HR on 2025-02-03, and Gusto Payroll for Payroll on 2024-09-16. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Wealthfront digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Wealthfront Technographics
Wealthfront is a Banking and Financial Services organization based in United States,
with around 350 employees and annual revenues of $90.0 million.
Wealthfront operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Google Workspace (Formerly Google G-Suite) and DocuSign eSignature,
covering areas like ERP Financial, Collaboration and Digital Signing.
Wealthfront has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Google and DocuSign.
Wealthfront recently adopted applications including
DocuSign eSignature in 2021, Amazon S3 in 2021 and Fastly in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Wealthfront’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Wealthfront’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Wealthfront technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.