Wealthfront Corporation (WLTH)

NASDAQ: WLTH · Real-Time Price · USD

13.19

+0.47 (3.69%)

Dec 23, 2025, 4:00 PM EST - Market closed

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	Jul '25 Jul 31, 2025	Jan '25 Jan 31, 2025	Jan '24 Jan 31, 2024
Cash Management Revenue	255.35M	230.95M	Log In
Investment Advisory Revenue	80.69M	73.05M	Log In
Other Segment Revenue	2.59M	4.87M	Log In

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	Jul '25 Jul 31, 2025	Jan '25 Jan 31, 2025	Jan '24 Jan 31, 2024
Cash Management - Platform Assets	46.58B	42.41B	Log In
Investment Advisory - Platform Assets	41.60B	37.76B	Log In
Total Platform Assets	88.18B	80.18B	Log In
Net Deposits	-	17.71B	Log In
Number of Funded Clients	1.32M	1.21M	Log In
Client Retention Rate	-	95.00%	Log In
Annualized Cash Management Fee Rate	-	0.64%	Log In
Annualized Investment Advisory Fee Rate	-	0.22%	Log In
Cash Management - Average Balance	-	35.89B	Log In
Investment Advisory - Average Balance	-	33.00B	Log In

Updated Jul 31, 2025. Data Source: Fiscal.ai.