Co‑Founder and Chief Strategy Officer
Full Name: Daniel Carroll
Nickname: Dan
Country/State: United States
Date of Birth: 1981-11-06
Languages Known: English
Zodiac Sign: Scorpio
Food Habit: Not publicly
Religion: Not public
Hobbies: Not publicly disclosed
School: Not Publicly Known
College: University of Arizona — B.S. in Finance
Degrees Obtained: B.S. in Finance (University of Arizona)
Height: 175 cm
Weight: 75 kg
Parents: Not Publicly Known
Siblings: Not publicly disclosed
Marital Status: married
Wife: Not Public
Children: 0
Current Position: Co‑Founder and Chief Strategy Officer
Skills:
Net Worth: Not Publicly Known
Awards & Achievements: Co‑founded Wealthfront; named among industry founders recognised for fintech innovation in automated investing and robo‑advisor services
Dan Carroll is the co‑founder and Chief Strategy Officer of Wealthfront, an automated wealth management and financial planning platform. Driven by a personal experience of seeing family members suffer from costly and poor financial advice during the financial crisis, he teamed with Andy Rachleff in 2008 to build a technology‑enabled solution that could deliver transparent, low‑cost investing to everyday users. At Wealthfront, Carroll has been responsible for shaping long‑term strategy, focusing on how algorithm‑driven investing and planning tools could democratise access to high‑quality financial advice and investment management. He combined his background in finance with a vision for scalable, automated services that could rival traditional advisors. Over more than a decade, Carroll has helped grow Wealthfront into a major fintech platform. In 2025, the company pursued a Nasdaq listing and continued expanding its digital wealth tools, including AI‑enabled planning and integrated cash services.
Wealthfront filed for a U.S. IPO with strong revenue growth, reporting $308.9 million in revenue for the year ending January 2025 and plans to list under the ticker WLTH.
The company went public on Nasdaq in December 2025, valuing at about $2.63 billion on opening day after raising roughly $484.6 million.
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