Wealthfront Corp.

General Information
Business:	(Incorporated in Delaware) We provide financial services tailored for digital natives – people born after 1980 – including Millennials and members of Gen Z. We’re a different kind of FinTech. We are a 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. We had $88.2 billion in platform assets as of July 31, 2025. As of July 31, 2025, we had over 1.3 million funded clients who on average reported earning approximately $165,000 per year. This compares to U.S. employees’ average earnings of nearly $65,000 per year – reported by the U.S. Bureau of Labor Statistics as of July 2025. Our Clients Are in the Wealth Accumulation Phase of Their Lives As of July 31, 2025, approximately 77% of our individual funded clients were born after 1980. The average age of our individual funded clients was approximately 38 years old. We were among the first digital-only financial solutions platforms. We pioneered using 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. We believe the opportunity we are pursuing is unique and massive. Digital natives are entering the prime wealth accumulation phase of their lives and are expected to be the wealthiest generations ever. According to a study we commissioned from Oxford Economics, the wealth of digital natives is estimated to grow at an annual rate of 11.3% from $12 trillion in 2022 to $140 trillion in 2045. During the Global Financial Crisis (“GFC”), digital natives lost trust in traditional financial institutions which they blamed for high unemployment and an economic downturn. Meanwhile, they embraced and became increasingly empowered by technology through intuitive, mobile, and software-focused experiences. This backdrop created an opportunity for Wealthfront to disrupt traditional brick-and-mortar, in-person, and high-cost financial product experiences. We seek to make money with, not from, our clients along their wealth accumulation journey. Note: Net income and revenues are for the 12 months that ended on July 31, 2025. (Note: Wealthfront Corp. filed its S-1 for its IPO on Sept. 29, 2025, without disclosing the terms. Estimated IPO proceeds are $100 million, a placeholder figure. Some IPO pros think that Wealthfront’s IPO could raise between $200 million and $300 million.)
Industry:	Digital Financial Services
Employees:	359
Founded:	2007
Contact Information
Address	261 Hamilton Avenue Palo Alto, California 94301
Phone Number	(844) 995-8437
Web Address	http://www.wealthfront.com/
View Prospectus:	Wealthfront Corp.
Financial Information
Market Cap
Revenues	$338.6 mil (last 12 months)
Net Income	$122.8 mil (last 12 months)
IPO Profile
Symbol	WLTH
Exchange	NASDAQ
Shares (millions):	0.0
Price range	$0.00 - $0.00
Est. $ Volume	$100.0 mil
Manager / Joint Managers	Goldman Sachs/J.P. Morgan/Citigroup/Wells Fargo Securities/RBC Capital Markets
CO-Managers	Citizens Capital Markets/Keefe, Bruyette & Woods (A Stifel Company)/KeyBanc Capital Markets
Expected To Trade:
Status:	TBA
Quiet Period Expiration Date:	Available only to Subscribers
Lock-Up Period Expiration Date:	Available only to Subscribers
SCOOP Rating	Available only to Subscribers
Rating Change	Available only to Subscribers

Wealthfront Corp.

(Incorporated in Delaware)

We provide financial services tailored for digital natives – people born after 1980 – including Millennials and members of Gen Z.

We had $88.2 billion in platform assets as of July 31, 2025.

As of July 31, 2025, we had over 1.3 million funded clients who on average reported earning approximately $165,000 per year. This compares to U.S. employees’ average earnings of nearly $65,000 per year – reported by the U.S. Bureau of Labor Statistics as of July 2025.

Our Clients Are in the Wealth Accumulation Phase of Their Lives

As of July 31, 2025, approximately 77% of our individual funded clients were born after 1980. The average age of our individual funded clients was approximately 38 years old.

We seek to make money with, not from, our clients along their wealth accumulation journey.

Note: Net income and revenues are for the 12 months that ended on July 31, 2025.

(Note: Wealthfront Corp. filed its S-1 for its IPO on Sept. 29, 2025, without disclosing the terms. Estimated IPO proceeds are $100 million, a placeholder figure. Some IPO pros think that Wealthfront’s IPO could raise between $200 million and $300 million.)