Wealthfront Corporation (WLTH)

NASDAQ: WLTH · Real-Time Price · USD

8.28

-0.22 (-2.59%)

Feb 23, 2026, 9:42 AM EST - Market open

Revenue

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

Millions USD. Fiscal year is Feb - Jan.

Fiscal Year	TTM	FY 2025	FY 2024
Period Ending	Oct '25 Oct 31, 2025	Jan '25 Jan 31, 2025	Jan '24 Jan 31, 2024
Cash Management Revenue	264.01M	230.95M	154.80M
Cash Management Revenue Growth	14.31%	49.19%	-
Investment Advisory Revenue	85.73M	73.05M	56.10M
Investment Advisory Revenue Growth	17.36%	30.22%	-
Other Segment Revenue	1.80M	4.87M	5.82M
Other Segment Revenue Growth	-62.98%	-16.34%	-

Key Performance Indicators

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

Millions USD. Fiscal year is Feb - Jan.

Fiscal Year	TTM	FY 2025	FY 2024
Period Ending	Oct '25 Oct 31, 2025	Jan '25 Jan 31, 2025	Jan '24 Jan 31, 2024
Cash Management - Platform Assets	47.01B	42.41B	29.36B
Cash Management - Platform Assets Growth	10.85%	44.45%	-
Investment Advisory - Platform Assets	45.81B	37.76B	28.24B
Investment Advisory - Platform Assets Growth	21.31%	33.73%	-
Total Platform Assets	92.82B	80.18B	57.60B
Total Platform Assets Growth	15.77%	39.19%	-
Net Deposits	-	17.71B	20.86B
Net Deposits Growth	-	-15.07%	-
Number of Funded Clients	1.38M	1.21M	854.00K
Number of Funded Clients Growth	13.70%	41.92%	-
Client Retention Rate	-	95.00%	95.00%
Annualized Cash Management Fee Rate	-	0.64%	0.78%
Annualized Investment Advisory Fee Rate	-	0.22%	0.21%
Cash Management - Average Balance	-	35.89B	19.88B
Cash Management - Average Balance Growth	-	80.54%	-
Investment Advisory - Average Balance	-	33.00B	26.16B
Investment Advisory - Average Balance Growth	-	26.15%	-

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