Primary Job Title Founder and Chief Strategy Officer Primary Organization Wealthfront
Location San Francisco, California, United States Regions San Francisco Bay Area, West Coast, Western US Gender Male Also Known As Daniel Carroll
Investor Type Individual/Angel Investor Stage Seed
Website wealthfront.com LinkedIn View on LinkedIn Twitter View on Twitter
Dan is the Founder & Chief Strategy Officer of Wealthfront, an SEC-regulated online financial advisor.Daniel founded Wealthfront upon realizing the mass need for honest, inexpensive investment management.An investor at a young age, Daniel went on to work in fixed income at financial research firm FactSet. During the financial crisis of 2008, he
was determined to fix his family’s precarious position with their financial advisor. This passion and experience ultimately blossomed into the disruptive model that Wealthfront brings to the personal investment industry today.Daniel holds a B.S. in Finance from University of Arizona and was named one of the “Best Young Tech Entrepreneurs under 30” by Bloomberg Businessweek in 2011.