Wealthfront Corporation Common Stock

Wealthfront Corporation is a tech-driven consumer financial platform that helps digital natives — primarily millennials and Gen Z — turn their savings into wealth. The company offers automated investing, cash management, and borrowing/lending products through a mobile-first platform. Its two core business lines are Cash Management (high-yield cash accounts generating fee revenue on approximately $44.9 billion in assets) and Investment Advisory (automated investment portfolios generating advisory fees on approximately $54.1 billion in assets). Wealthfront has expanded into home mortgage origination through Wealthfront Home Lending, a fully digital mortgage product currently available in Colorado, Texas, and California, with plans to expand to additional states. The company also offers 529 Education Savings Plans, Joint and Trust accounts, Custodial Accounts, and features such as automated Tax-Loss Harvesting, Tax-Gain Harvesting, bond ladders, direct indexing (S&P 500 Direct and Nasdaq-100 Direct), and a Treasury Money Market Fund. Wealthfront completed its IPO in December 2025 and trades on Nasdaq under the ticker WLTH. The company serves approximately 1.51 million funded clients across nearly 1.97 million funded accounts, with total platform assets approaching $100 billion. Updated Sep 9, 2026