Wealthfront Corporation (WLTH)

NASDAQ: WLTH · Real-Time Price · USD

10.63

+0.03 (0.28%)

Nov 6, 2026, 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 2026	FY 2025	FY 2024
Period Ending	Jul '26 Jul 31, 2026	Jan '26 Jan 31, 2026	Jan '25 Jan 31, 2025	Jan '24 Jan 31, 2024
Cash Management Revenue	263.70M	271.70M	230.95M
Investment Advisory Revenue	105.03M	91.90M	73.05M
Other Segment Revenue	2.98M	1.39M	4.87M
Revenue (Total)	371.71M	364.99M	308.86M

Key Performance Indicators

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

Millions USD. Fiscal year is Feb - Jan.

Fiscal Year	TTM	FY 2026	FY 2025	FY 2024
Period Ending	Jul '26 Jul 31, 2026	Jan '26 Jan 31, 2026	Jan '25 Jan 31, 2025	Jan '24 Jan 31, 2024
Cash Management - Platform Assets	44.86B	45.36B	42.41B
Investment Advisory - Platform Assets	54.13B	48.75B	37.76B
Total Platform Assets	98.99B	94.11B	80.18B
Net Deposits	2.81B	6.66B	17.71B
Number of Funded Clients	1.51M	1.42M	1.21M
Client Retention Rate	-	95.00%	95.00%
Annualized Cash Management Fee Rate	-	0.62%	0.64%
Annualized Investment Advisory Fee Rate	-	0.21%	0.22%
Average Platform Assets per Client	-	66.00K	-
Asset Basis - Cross Product Adoption Rate	-	61.00%	-
Client Basis - Cross Product Adoption Rate	-	27.00%	-
% of Clients with Recurring or Direct Deposits	-	17.00	-
Cash Management - Average Balance	-	43.89B	35.89B
Investment Advisory - Average Balance	-	43.26B	33.00B