Wealthfront Corp Sample Contracts
September 26, 2025 Kal Iyer Sent via email Dear Kal:Offer Letter • September 29th, 2025 • Wealthfront Corp • Finance services • California
This letter agreement amends and restates the offer letter dated May 19, 2018 (the “Prior Agreement”) between you and Wealthfront Corporation (the “Company”), effective as of September 26, 2025. You will continue to work in the role of Vice President of Engineering, reporting to the Company’s Chief Executive Officer. The terms of your offer and the benefits currently provided by the Company are as follows:
WARRANT TO PURCHASE COMMON STOCKWarrant Agreement • September 29th, 2025 • Wealthfront Corp • Finance services • California
This certifies that for good and valuable consideration, receipt of which is hereby acknowledged, [ ] (“Holder”) is entitled, subject to the terms and conditions of this Warrant (as defined below), to purchase from Wealthfront Corporation, a Delaware corporation (the “Company”), the shares of Warrant Stock (as defined below) issuable under the terms and conditions of this Warrant, upon surrender of this Warrant at the principal offices of the Company, together with a duly executed Notice of Exercise in substantially the form attached hereto as Exhibit A and simultaneous payment of the full Warrant Price (as defined below) for the shares of Warrant Stock so purchased in lawful money of the United States. The Warrant Price and the number and character of shares of Warrant Stock purchasable under this Warrant are subject to adjustment as provided herein.
ContractWarrant Agreement • September 29th, 2025 • Wealthfront Corp • Finance services • California
THIS WARRANT AND THE SECURITIES ISSUABLE UPON EXERCISE HEREUNDER HAVE NOT BEEN REGISTERED UNDER THE SECURITIES ACT OF 1933 AS AMENDED (the “1933 ACT”), OR ANY STATE SECURITIES LAWS. THEY MAY NOT BE SOLD, OFFERED FOR SALE, PLEDGED, OR HYPOTHECATED IN THE ABSENCE OF AN EFFECTIVE REGISTRATION STATEMENT RELATED THERETO OR AN OPINION OF COUNSEL REASONABLY SATISFACTORY TO YOU THAT SUCH REGISTRATION IS NOT REQUIRED UNDER THE 1933 ACT, OR ANY APPLICABLE STATE SECURITIES LAWS.
ContractWarrant Agreement • September 29th, 2025 • Wealthfront Corp • Finance services • California
THIS WARRANT AND THE SHARES ISSUABLE HEREUNDER HAVE NOT BEEN REGISTERED UNDER THE SECURITIES ACT OF 1933, AS AMENDED (THE “ACT”), OR THE SECURITIES LAWS OF ANY STATE AND, EXCEPT AS SET FORTH IN SECTIONS 6.3 AND 6.4 BELOW, MAY NOT BE OFFERED, SOLD, PLEDGED OR OTHERWISE TRANSFERRED UNLESS AND UNTIL REGISTERED UNDER SAID ACT AND LAWS OR IN FORM AND SUBSTANCE SATISFACTORY TO THE COMPANY, SUCH OFFER, SALE, PLEDGE OR OTHER TRANSFER IS EXEMPT FROM SUCH REGISTRATION.
SUBLEASESublease • September 29th, 2025 • Wealthfront Corp • Finance services
SUBLEASE (“Sublease”) dated as of the 12th day of October, 2018 (the “Effective Date”), between PALANTIR TECHNOLOGIES INC., a Delaware corporation having an office at 100 Hamilton Avenue, Suite 300, Palo Alto, CA 94301 (“Sublandlord”), and WEALTHFRONT CORPORATION, a Delaware corporation, having an office at 900 Middlefield Road, Redwood City, California 94063 (“Subtenant”).
AMENDED AND RESTATED INVESTORS’ RIGHTS AGREEMENTInvestors’ Rights Agreement • September 29th, 2025 • Wealthfront Corp • Finance services • California
This Amended and Restated Investors’ Rights Agreement (this “Agreement”) is made and entered into as of September 22, 2022 by and among Wealthfront Corporation, a Delaware corporation (the “Company”), the persons and entities listed on Exhibit A attached hereto (the “Investors”) and the Lenders listed on Exhibit B attached hereto (the “Lenders”).
ContractWarrant Agreement • September 29th, 2025 • Wealthfront Corp • Finance services • California
THIS WARRANT AND THE SHARES ISSUABLE HEREUNDER HAVE NOT BEEN REGISTERED UNDER THE SECURITIES ACT OF 1933, AS AMENDED (THE “ACT”), OR THE SECURITIES LAWS OF ANY STATE AND, EXCEPT AS SET FORTH IN SECTION 8 BELOW, MAY NOT BE OFFERED, SOLD, PLEDGED OR OTHERWISE TRANSFERRED UNLESS AND UNTIL REGISTERED UNDER SAID ACT AND LAWS OR IN FORM AND SUBSTANCE SATISFACTORY TO THE COMPANY, SUCH OFFER, SALE, PLEDGE OR OTHER TRANSFER IS EXEMPT FROM SUCH REGISTRATION.
ContractOffer Letter • April 24th, 2026 • Wealthfront Corp • Finance services • Texas
Wealthfront Corporation Common Stock Underwriting AgreementUnderwriting Agreement • December 2nd, 2025 • Wealthfront Corp • Finance services
Wealthfront Corporation, a Delaware corporation (the “Company”), proposes, subject to the terms and conditions stated in this agreement (this “Agreement”), to issue and sell to the Underwriters named in Schedule I hereto (the “Underwriters”) an aggregate of [ • ] shares, and, at the election of the Underwriters, up to [ • ] additional shares of the Company’s Common Stock, par value $0.0001 per share (“Stock”), and the stockholders of the Company named in Schedule II hereto (the “Selling Stockholders”) propose, subject to the terms and conditions stated in this Agreement, to sell to the Underwriters an aggregate of [ • ] shares of Stock. The aggregate of [ • ] shares of Stock to be sold by the Company and the Selling Stockholders is herein called the “Firm Shares” and the aggregate of [ • ] additional shares of Stock to be sold by the Company are herein called the “Optional Shares.” The Firm Shares and the Optional Shares that the Underwriters elect to purchase pursuant to Section 2 her
ContractEquity Purchase Agreement • February 18th, 2026 • Wealthfront Corp • Finance services • Delaware
WEALTHFRONT CORPORATION CHANGE IN CONTROL AND SEVERANCE AGREEMENTChange in Control and Severance Agreement • September 29th, 2025 • Wealthfront Corp • Finance services • Delaware
This Change in Control and Severance Agreement (the “Agreement”) is entered into by and between [_________] (the “Executive”) and Wealthfront Corporation., a Delaware corporation (the “Company”)1, on [_________], 2025, and is effective on the date on which the Company’s registration statement on Form S-1 in connection with its initial public offering of common stock is declared effective by the Securities and Exchange Commission (the “Effective Date”).
INDEMNITY AGREEMENTIndemnity Agreement • September 29th, 2025 • Wealthfront Corp • Finance services • Delaware
This Indemnity Agreement, dated as of _____________, 202_ is made by and between Wealthfront Corporation, a Delaware corporation (the “Company”), and _____________________, a director, officer or key employee of the Company or one of the Company’s Subsidiaries or Affiliates (as those terms are defined below) or other service provider who satisfies the definition of Indemnifiable Person set forth below (“Indemnitee”).