Wealthfront Corporation (WLTH)

Revenue

Financials in millions USD. Fiscal year is February - January.

Fiscal Year	TTM	FY 2025	FY 2024
Period Ending	Oct 31, 2025	Jan 31, 2025	Jan 31, 2024
Cash Management Revenue	264.01M	230.95M
Investment Advisory Revenue	85.73M	73.05M
Other Segment Revenue	1.80M	4.87M

Key Performance Indicators

Financials in millions USD. Fiscal year is February - January.

Fiscal Year	TTM	FY 2025	FY 2024
Period Ending	Oct 31, 2025	Jan 31, 2025	Jan 31, 2024
Cash Management - Platform Assets	47.01B	42.41B
Investment Advisory - Platform Assets	45.81B	37.76B
Total Platform Assets	92.82B	80.18B
Net Deposits	-	17.71B
Number of Funded Clients	1.38M	1.21M
Client Retention Rate	-	95.00%
Annualized Cash Management Fee Rate	-	0.64%
Annualized Investment Advisory Fee Rate	-	0.22%
Cash Management - Average Balance	-	35.89B
Investment Advisory - Average Balance	-	33.00B

Updated Jan 12, 2026. Data Source: Fiscal.ai.