Wealthfront Corp.
Wealthfront (Nasdaq: WLTH) is a technology-driven financial services company offering digital products for saving, investing, borrowing, lending and financial planning, primarily to digital-native wealth builders. Its Cash Account provides cash management through a sweep program that places deposits at partner banks,… From the company’s description.
In fiscal 2025, Wealthfront Corp. reported revenue of $364.99M and a net loss of $42.07M. Its pre-tax margin was −30.5%.
Dotted labels explain each measure.
What Wealthfront Corp. does
In the company’s own words
Wealthfront (Nasdaq: WLTH) is a technology-driven financial services company offering digital products for saving, investing, borrowing, lending and financial planning, primarily to digital-native wealth builders. Its Cash Account provides cash management through a sweep program that places deposits at partner banks, alongside checking features and access to a proprietary money market fund. Investment advisory offerings include managed portfolios of index-based ETFs, tax-loss harvesting, direct indexing, bond products and stock investing. Other services include portfolio lines of credit, securities lending, home lending and free software-based financial planning. Wealthfront earns most of its revenue from cash management and investment advisory services, which accounted for approximately 74% and 25% of total revenue, respectively, in fiscal 2026; borrowing and lending revenue was immaterial. The company was founded in 2008 and operates through a proprietary, automated platform; it reports its business as a single operating segment. It had 391 full-time employees as of January 31, 2026. Its website is www.wealthfront.com.
Company details
- Sector
- Financials
- Industry (SIC)
- Finance Services
- Headquarters
- PALO ALTO, CA
- Fiscal year end
- January
- CIK
- 1524566
- SIC
- 6199
Financial performance, year by year
Fiscal 2025–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Wealthfront Corp. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in Wealthfront Corp. · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · Wealthfront Corp.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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