Wealthfront Corporation (WLTH)

NASDAQ: WLTH · Real-Time Price · USD

7.86

-0.02 (-0.25%)

At close: Mar 13, 2026, 4:00 PM EDT

7.75

-0.11 (-1.39%)

After-hours: Mar 13, 2026, 6:27 PM EDT

Revenue

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

Millions USD. Fiscal year is Feb - Jan.

Fiscal Year	FY 2026	FY 2025	FY 2024
Period Ending	Jan '26 Jan 31, 2026	Jan '25 Jan 31, 2025	Jan '24 Jan 31, 2024
Cash Management Revenue	271.70M	230.95M
Cash Management Revenue Growth	17.65%	49.19%
Investment Advisory Revenue	91.90M	73.05M
Investment Advisory Revenue Growth	25.81%	30.22%
Other Segment Revenue	1.39M	4.87M
Other Segment Revenue Growth	-71.36%	-16.34%

Key Performance Indicators

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

Millions USD. Fiscal year is Feb - Jan.

Fiscal Year	FY 2026	FY 2025	FY 2024
Period Ending	Jan '26 Jan 31, 2026	Jan '25 Jan 31, 2025	Jan '24 Jan 31, 2024
Cash Management - Platform Assets	45.36B	42.41B
Cash Management - Platform Assets Growth	6.96%	44.45%
Investment Advisory - Platform Assets	48.75B	37.76B
Investment Advisory - Platform Assets Growth	29.08%	33.73%
Total Platform Assets	94.11B	80.18B
Total Platform Assets Growth	17.38%	39.19%
Net Deposits	6.66B	17.71B
Net Deposits Growth	-62.41%	-15.07%
Number of Funded Clients	1.42M	1.21M
Number of Funded Clients Growth	16.91%	41.92%
Client Retention Rate	-	95.00%
Annualized Cash Management Fee Rate	0.62%	0.64%
Annualized Investment Advisory Fee Rate	0.21%	0.22%
Cash Management - Average Balance	43.89B	35.89B
Cash Management - Average Balance Growth	22.29%	80.54%
Investment Advisory - Average Balance	43.26B	33.00B
Investment Advisory - Average Balance Growth	31.07%	26.15%

Updated Mar 11, 2026. Data Source: Fiscal.ai.