11.15
+4.89%
Close of 9 Nov 2026, in USD
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About Wealthfront
From its filings with the US Securities and Exchange Commission
Wealthfront is based in Palo Alto, California and is incorporated in Delaware. Its shares trade on Nasdaq under the ticker WLTH. The SEC classifies its business as finance services. In the fiscal year to 31 January 2026, it reported revenue of $365.0m and a net loss of $42.1m. At that date it held total assets of $1.42bn and shareholders' equity of $614.7m.
We are a product-driven technology company that built a financial solutions platform for “digital natives,” defined as those born after 1980 (i.e., Millennials, Gen Z, and later generations). Our platform is designed to address the needs of the wealth builders within these generations. We have differentiated, trusted relationships with our clients due to our unique and fundamentally aligned incentives. Simply put, we succeed because our clients succeed.
Founded in 2008 and headquartered in Palo Alto, California, we were among the first digital-only financial solutions platforms, pioneering the use of automation to offer low-cost diversified portfolios. We built our platform using software to deliver our solutions quickly, conveniently, and at low cost. These principles align with the preferences of digital natives, who use digital platforms for the vast majority of their everyday services ranging from entertainment and commerce to food delivery and ride sharing. Our technology-driven financial solutions help clients turn savings into long-term wealth. Our broad suite of products, including cash management, investment advisory, borrowing and lending, and financial planning solutions, address the diverse financial needs of our clients regardless of the economic environment.
Quoted from its 10-K, filed 24 Apr 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Financials
- Industry
- Capital Markets
- Listed since
- 12 Dec 2025
- Website
- wealthfront.com ↗
- Head office
- 261 HAMILTON AVE, PALO ALTO, CA, 94301
- Incorporated in
- DE
- Classification
- Finance Services
- Filer status
- <br>Emerging growth company
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 0
- Environment
- 0
- Social
- 0
- Governance
- 0
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Wealthfront Corp operates as a financial data site with a focus on digital-native wealth building.
- The company offers a suite of financial products including cash management, investment advisory, and financial planning.
- Wealthfront's proprietary technology includes an Omnibus Brokerage Platform and Data and Analytics Platform.
Weaknesses
- The company is a US-based entity with headquarters in Palo Alto, California, which may limit global reach.
- Wealthfront Corp's IPO is scheduled for 2025-12-12, indicating it is not yet publicly traded.
- The source description treats Wealthfront as a technology company rather than a financial data site.
Opportunities
- The company's technology-driven financial solutions can expand to address diverse financial needs across economic environments.
- Wealthfront's platform is designed for digital natives, aligning with growing trends in fintech adoption.
- The company's products span a risk spectrum, potentially attracting a broader client base.
Threats
- Wealthfront Corp's untrusted source description misrepresents it as a technology company, not a financial data site.
- The company's IPO date in 2025 suggests it is not yet established in the public market.
- The company operates in the Capital Markets industry, which is highly competitive and regulated.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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