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MARKETS / NASDAQ / WLTH
NASDAQ · FINANCE SERVICES

Wealthfront Corp. WLTH

3 fiscal years on record · USD · FY2025 reported · SEC filings only
$365.0M
▲ 18.2% YoY
$-42.1M
▼ 121.6% YoY
In brief

What this company does

It primarily generates revenue from cash management and investment advisory products. As of January 31, 2026, it had 391 full-time employees located across the United States and Canada. The company has built a range of cash management, investment advisory, borrowing and lending, and financial planning products for its clients. By sweeping client cash deposits through Wealthfront Brokerage LLC to multiple program banks, it provides clients access to up to $8 million in FDIC insurance for individual accounts and $16 million for joint accounts. Its investment advisory fee is 0.25% for its globally diversified multi-asset class portfolio, calculated against the market value of assets held in client accounts. Wealthfront was founded in 2008 and launched its automated investment service in 2011.

Written from the business description in WEALTHFRONT CORP's annual report to the U.S. Securities and Exchange Commission, filed 24 April 2026. Every sentence was checked against that document before publication.

Growth
USD 365.0M
Revenue, FY2025 · full 3-year series below
Revenue $M Net income $M
FY2025 · Revenue 365.0 · Net income -42.1
200M-20M-40M202320242025
Compound annual growth
3 yrs
5 yrs
10 yrs
15 yrs

Compound annual rates per period — left blank where that exact year isn't on file, the series crosses a loss, or (per-share rows) a split falls inside the window.

Profitability
−12 cents
lost on every revenue dollar
Operating margin Net margin
FY2025 · Operating -27.7% · Net -11.5%
20%40%60%-10%-20%202320242025
ROE

Not applicable: equity was negative in this period, so return on equity has no meaning.

Each USD of equity lost 13 cents this year.

Cash & shareholders
returned in FY2025 · dividends + net buybacks
Net buybacks $M Dividends $M
FY2025 · Dividends — · Net buybacks -281.8
20M-100M-200M202320242025

Total assetsUSD 1.4B
EquityUSD 614.7M
CashUSD 440.8M
Current ratio1.61×

Equity funds 43% of total assets.

The 3-year record
3 fiscal years
Every figure from documents filed with the SEC · USD

EPS, diluted, dividend per share and shares outstanding are shown without shading, and a vertical line marks the year the share count changed — the series crosses a large, unexplained change in share count, so the years on either side are not on a comparable scale.

row low → row highnegative
Metric 202520242023
Revenue $B0.40.30.2
Operating income $B−0.10.10.1
EBITDA $B−0.10.10.1
Income tax $B−0.1−0.10.0
Net income $B−0.00.20.1
EPS, diluted $−0.761.310.54
Dividend / sh $···
Payout %···
ROE %−13.4··
Shares out B0.150.04·

Slide the table for earlier years · "·" marks a figure not available in our data for that year.

Provenance
Company facts, as filed
How we verify · 0 failures in 10 reconciliationsAUDITED

Reconciled in 3 of 19 fiscal years. 82 checks could not be computed.

EPS recomputationBalance-sheet identityGross profitBalance-sheet liquiditymoeda_consistente0 failures
ActivityFinance Services
Listed onNASDAQ
Incorporated inDelaware
Fiscal year endsJanuary 31
SEC categoryemerging growth company
Data on record since2023

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