WEALTHFRONT CORP
wealthfront.comWealthfront Corp (WLTH) is a financial technology company that provides automated investment advisory and cash management services through its digital platform. Revenue comes primarily from two streams: asset-based advisory fees charged at 0.25% annually on its multi-asset class portfolios and a fee rate of approximately 0.62% annualized on cash management assets, which totaled $45.4 billion off-balance sheet as of January 31, 2026. Investment advisory services are operated through subsidiary Wealthfront Advisers LLC, while brokerage and cash management services run through Wealthfront Brokerage LLC. The platform had 1.4 million funded clients as of January 31, 2026, an increase of 17% year over year. Total revenue grew 18% for the fiscal year ended January 31, 2026, with cash management revenue reaching $271.7 million and investment advisory revenue also contributing. The company targets digital-native clients, defined as individuals born after 1980, and competes against other financial technology firms, traditional asset managers, and high-yield cash account providers.
Products & Services
Globally diversified multi-asset class portfolios of low-cost index ETFs with tax-loss harvesting; direct indexing products (S&P 500 Direct, Nasdaq-100 Direct); US Treasury bond ladder; diversified bond portfolio; Stock Investing product for individual stocks and ETFs; cash management services via the Cash Account sweep program; financial planning tools with linked external accounts.
Revenue Model
Asset-based fees on investment advisory assets (0.25% annual advisory fee for the multi-asset class portfolio) and fee income on cash management assets (annualized rate of approximately 0.62% for fiscal year ended January 31, 2026). The Stock Investing product generates no advisory fee revenue. Cash management revenue was $271.7 million for fiscal year ended January 31, 2026.
Customers & Markets
Individual retail investors, with stated focus on digital natives (individuals born after 1980, including Millennials and Gen Z). Funded clients totaled 1.4 million as of January 31, 2026. Growth in the period was primarily driven by new cash management clients.
Geographic Exposure
Not specified in filing excerpts.
Source: SEC 10-K, filed 2026-04-24
Financial Snapshot
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