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Wealthfront Corporation (WLTH)
NASDAQ: WLTH · Real-Time Price · USD
11.88
-0.15 (-1.25%)
At close: May 19, 2026, 4:00 PM EDT
11.90
+0.02 (0.17%)
After-hours: May 19, 2026, 7:57 PM EDT

Revenue

Millions USD. Fiscal year is Feb - Jan.
Fiscal Year
FY 2026FY 2025FY 2024
Period Ending
Jan '26 Jan '25 Jan '24
Cash Management Revenue
271.70M230.95M
Cash Management Revenue Growth
17.65%49.19%
Investment Advisory Revenue
91.90M73.05M
Investment Advisory Revenue Growth
25.81%30.22%
Other Segment Revenue
1.39M4.87M
Other Segment Revenue Growth
-71.36%-16.34%
Revenue (Total)
364.99M308.86M
Revenue (Total) Growth
18.18%42.52%

Key Performance Indicators

Millions USD. Fiscal year is Feb - Jan.
Fiscal Year
FY 2026FY 2025FY 2024
Period Ending
Jan '26 Jan '25 Jan '24
Cash Management - Platform Assets
45.36B42.41B
Cash Management - Platform Assets Growth
6.96%44.45%
Investment Advisory - Platform Assets
48.75B37.76B
Investment Advisory - Platform Assets Growth
29.08%33.73%
Total Platform Assets
94.11B80.18B
Total Platform Assets Growth
17.38%39.19%
Net Deposits
6.66B17.71B
Net Deposits Growth
-62.41%-15.07%
Number of Funded Clients
1.42M1.21M
Number of Funded Clients Growth
16.91%41.92%
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
43.89B35.89B
Cash Management - Average Balance Growth
22.29%80.54%
Investment Advisory - Average Balance
43.26B33.00B
Investment Advisory - Average Balance Growth
31.07%26.15%
Updated Apr 24, 2026. Data Source: Fiscal.ai.