WEALTHFRONT CORP (WLTH)
Financials · Digital wealth management and robo-advisory platforms · NASDAQ
A technology-driven wealth platform automating investment, cash management, and financial planning for digital-native high earners with a fully aligned, low-cost business model.
What WEALTHFRONT CORP does
Wealthfront is a technology-driven financial solutions platform serving digital-native consumers (primarily Millennials and Gen Z high earners). The platform delivers automated investment advisory, cash management, financial planning, and borrowing/lending products through a proprietary technology infrastructure engineered for low cost and accessibility. As of April 2026, the company served 1.5 million funded clients with $96.6 billion in platform assets. Revenue is earned primarily from asset-based fees on cash management and investment advisory products, with a business model designed to align company success directly with client wealth accumulation.
Themes: ["Digital wealth management","Robo-advisory / automation","Cash management and savings","Fintech / digital-native financial services","Low-cost, fee-transparent investing"]
Fundamentals
- Price$9.31 as of 2026-07-09 close
- Market cap$1.4B as of 2026-07-10
- 1-year return-31.5% as of 2026-07-09 close
- Net margin-14.9% as of 2026-07-10
- Gross margin+89.4% as of 2026-07-10
- ROE-11.7% as of 2026-07-10
- Debt / equity0.00 as of 2026-07-10
- Revenue growth (YoY)+7.1% as of 2026-07-10
- Revenue CAGR (3y)+29.8% SEC XBRL
- Beta1.75 as of 2026-07-10
Key risks (from latest filing)
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Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.