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5.07 Submission of Matters to a Vote of Security Holders
WLTH
Wealthfront Corporation
A pioneer of the "robo-advisor" industry, Wealthfront runs an automated investing platform that builds and manages diversified portfolios of low-cost ETFs for everyday savers, alongside high-yield cash accounts and digital financial-planning tools. It was co-founded in 2008 by Andy Rachleff and Dan Carroll, originally under the playful name kaChing, which the founders dropped in 2011 because it sounded like "fast money" — rebranding to Wealthfront as they pivoted from a social investing game to a fully automated wealth-management service.
CUSIP: 947002101FinancialsUS1 holder