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WLTH Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
10.065
Open
10.030
VWAP
9.93
Vol
310.72K
Mkt Cap
1.51B
Low
9.720
Amount
3.08M
EV/EBITDA(TTM)
--
Total Shares
150.65M
EV
--
EV/OCF(TTM)
--
P/S(TTM)
--
Wealthfront Corporation is a technology company that built a financial solutions platform for digital natives. Its platform is designed to address the needs of the wealth builders within these generations. Its technology-driven financial solutions help clients turn savings into long-term wealth. Its suite of products, including cash management, investment advisory, borrowing and lending, and financial planning solutions, address the diverse financial needs of its clients regardless of the economic environment. It offers financial products that span a risk spectrum, designed to be delivered through Web and mobile channels. It offers cash management, investment advisory, borrowing and lending, and financial planning. Its proprietary technology includes Omnibus Brokerage Platform, Fully Integrated Brokerage and Cash Management, Financial Data Aggregation, and Data and Analytics Platform. Its omnibus brokerage platform is the foundation for its investing and cash management solutions.
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Events Timeline

(ET)
2026-04-07
16:30:00
Wealthfront Reports March Platform Assets at $93.2B
select
2026-03-11 (ET)
2026-03-11
16:40:00
Wealthfront Reports Q4 Revenue of $96.14M
select

News

Newsfilter
9.5
04-07Newsfilter
PinnedWealthfront Reports March 2026 Financial Metrics
  • Platform Asset Changes: As of the end of March 2026, Wealthfront's total platform assets stood at $93.2 billion, reflecting a 2% decrease from February 2026 but a 15% year-over-year increase, indicating resilience amid market fluctuations.
  • Cash Management Asset Growth: Cash management assets reached $45.5 billion at the end of March 2026, marking a 1% increase from the previous month and a 3% year-over-year rise, suggesting a sustained demand for liquidity management among clients.
  • Investment Advisory Asset Decline: Investment advisory assets totaled $47.7 billion at the end of March 2026, down 5% from February, yet up 29% year-over-year, showcasing the company's success in long-term investment strategies.
  • Client Growth Status: Wealthfront reported 1.44 million funded clients as of March 2026, a 1% increase from the previous month and a 16% year-over-year rise, demonstrating the company's ongoing success in attracting new customers.
seekingalpha
9.5
04-07seekingalpha
Wealthfront's Asset Management Overview
  • Total Assets Under Management: As of March 31, 2026, Wealthfront's total assets under management stood at $93.2 billion, reflecting a 2.1% decrease from February 28, 2026, yet a robust 14.5% increase year-over-year, indicating resilience amid market fluctuations.
  • Cash Management Assets: Cash management assets reached $45.5 billion, edging up 0.5% month-over-month and rising 2.6% year-over-year, suggesting a sustained demand for liquidity management among clients.
  • Investment Advisory Assets: Investment advisory assets totaled $47.7 billion, dipping 4.5% from February but climbing 28.8% year-over-year, showcasing the company's success in managing client investment portfolios effectively.
  • Client Growth Metrics: The total number of funded clients reached 1.44 million, increasing 1.0% month-over-month and 15.8% year-over-year, demonstrating Wealthfront's effective strategies in attracting new customers.
moomoo
7.5
04-07moomoo
WEALTHFRONT CORP REPORTS PLATFORM ASSETS OF $93.2 BILLION AS OF MARCH 2026
  • Company Overview: Wealthfront Corporation is a financial technology company that offers investment management services through its platform.

  • Valuation: As of March 2026, Wealthfront's estimated market value is $93.2 billion.

Globenewswire
7.0
03-23Globenewswire
Wealthfront Corporation Under Investigation for Securities Law Violations
  • Investigation Background: Bleichmar Fonti & Auld LLP has announced an investigation into Wealthfront Corporation (NASDAQ: WLTH) for potential violations of federal securities laws, particularly concerning misleading statements made during its IPO process.
  • IPO Details: Wealthfront completed an initial public offering on December 12, 2025, selling over 34 million shares at $14.00 each; however, the stock price subsequently plummeted due to poor performance.
  • Performance Reversal: In its first quarterly report released on January 12, 2026, Wealthfront reported net deposit outflows of $208 million, a stark contrast to the $874 million inflows from the same period last year, highlighting significant operational challenges.
  • Stock Price Volatility: The stock price dropped by $2.12, nearly 17%, from $12.59 to $10.47 on January 13, 2026, following CEO David Fortunato's comments on declining interest rates and his substantial stake in the new home-lending business, raising concerns about the company's financial stability.
PRnewswire
7.0
03-22PRnewswire
Faruqi & Faruqi Investigates Wealthfront Investor Losses
  • Legal Investigation Launched: Faruq & Faruqi, LLP is investigating potential claims against Wealthfront Corporation, aiming to provide legal support for investors who have suffered significant losses, highlighting the legal risks the company may face.
  • Investor Loss Focus: The investigation specifically targets investors who have incurred losses on Wealthfront stock or options, indicating market concerns regarding the company's financial health, which could impact its stock performance.
  • Law Firm Background: Since its founding in 1995, Faruq & Faruqi has recovered hundreds of millions of dollars for investors, demonstrating its expertise and influence in the securities law field, potentially attracting more affected investors seeking assistance.
  • Contact Information Provided: Investors can directly reach the firm by calling 877-247-4292 or 212-983-9330 (Ext. 1310), reflecting the firm's commitment to client service and aiming to enhance investor confidence while advancing case progress.
Globenewswire
7.0
03-20Globenewswire
Wealthfront Corporation Under Investigation for Securities Law Violations
  • Investigation Background: Bleichmar Fonti & Auld LLP has announced an investigation into Wealthfront Corporation (NASDAQ: WLTH) for potential violations of federal securities laws, particularly concerning false and misleading statements made during its IPO process.
  • IPO Details: Wealthfront completed its initial public offering on December 12, 2025, issuing over 34 million shares at a price of $14.00 per share; however, the stock price subsequently plummeted due to poor performance.
  • Performance Reversal: On January 12, 2026, Wealthfront reported net deposit outflows of $208 million, a stark contrast to the $874 million inflow during the same period last year, leading to a nearly 17% drop in stock price the following day.
  • Strategic Importance: CEO David Fortunato emphasized the strategic significance of the new home-lending business, claiming it would shield the company from falling interest rates, yet his 95.1% ownership stake in this business raised concerns about corporate governance structure.
Wall Street analysts forecast WLTH stock price to rise
6 Analyst Rating
Wall Street analysts forecast WLTH stock price to rise
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
12.83
Averages
16.47
High
20.00
Current: 0.000
sliders
Low
12.83
Averages
16.47
High
20.00
Citizens
Outperform
maintain
$20 -> $17
AI Analysis
2026-03-16
Reason
Citizens
Price Target
$20 -> $17
AI Analysis
2026-03-16
maintain
Outperform
Reason
Citizens lowered the firm's price target on Wealthfront to $17 from $20 and keeps an Outperform rating on the shares. Recent share weakness appears more technical than fundamental, as Wealthfront delivered Q4 results modestly above expectations with $96M in revenue and $44M in adjusted EBITDA, the analyst tells investors in a research note.
Keefe Bruyette
Outperform -> Market Perform
downgrade
2026-03-12
Reason
Keefe Bruyette
Price Target
2026-03-12
downgrade
Outperform -> Market Perform
Reason
Keefe Bruyette downgraded Wealthfront to Market Perform from Outperform with a price target of $9.50, down from $13.50. The firm says that while Wealthfront's cash deposits turned positive mid-February, management expects tax season to drive withdrawal headwinds through April. This pushes out the potential for a more sustainable inflection closer to mid-year at a time when the prospect of additional Federal Reserve rate cuts will renew concerns over additional cash outflows, the analyst tells investors in a research note. As such, Keefe sees a lack of catalysts for the shares.
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Valuation Metrics

The current forward P/E ratio for Wealthfront Corp (WLTH.O) is 13.30, compared to its 5-year average forward P/E of 9.16. For a more detailed relative valuation and DCF analysis to assess Wealthfront Corp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
9.16
Current PE
13.30
Overvalued PE
13.79
Undervalued PE
4.53

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
-5.40
Current EV/EBITDA
-0.92
Overvalued EV/EBITDA
-2.03
Undervalued EV/EBITDA
-8.76

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
2.29
Current PS
2.93
Overvalued PS
3.44
Undervalued PS
1.14

Financials

AI Analysis
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Quarterly

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Whales Holding WLTH

N
North Reef Capital Management LP
Holding
WLTH
-1.44%
3M Return
G
Granahan Investment Management, LLC
Holding
WLTH
-12.80%
3M Return
D
Dragoneer Investment Group, LLC
Holding
WLTH
-21.52%
3M Return
R
Ribbit Management Company, LLC
Holding
WLTH
-27.65%
3M Return
I
Index Ventures SA
Holding
WLTH
-36.43%
3M Return

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Frequently Asked Questions

What is Wealthfront Corp (WLTH) stock price today?

The current price of WLTH is 10 USD — it has decreased -0.3

What is Wealthfront Corp (WLTH)'s business?

Wealthfront Corporation is a technology company that built a financial solutions platform for digital natives. Its platform is designed to address the needs of the wealth builders within these generations. Its technology-driven financial solutions help clients turn savings into long-term wealth. Its suite of products, including cash management, investment advisory, borrowing and lending, and financial planning solutions, address the diverse financial needs of its clients regardless of the economic environment. It offers financial products that span a risk spectrum, designed to be delivered through Web and mobile channels. It offers cash management, investment advisory, borrowing and lending, and financial planning. Its proprietary technology includes Omnibus Brokerage Platform, Fully Integrated Brokerage and Cash Management, Financial Data Aggregation, and Data and Analytics Platform. Its omnibus brokerage platform is the foundation for its investing and cash management solutions.

What is the price predicton of WLTH Stock?

Wall Street analysts forecast WLTH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WLTH is16.47 USD with a low forecast of 12.83 USD and a high forecast of 20.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Wealthfront Corp (WLTH)'s revenue for the last quarter?

Wealthfront Corp revenue for the last quarter amounts to 93.22M USD, increased 16.08

What is Wealthfront Corp (WLTH)'s earnings per share (EPS) for the last quarter?

Wealthfront Corp. EPS for the last quarter amounts to 0.21 USD, decreased 0.00

How many employees does Wealthfront Corp (WLTH). have?

Wealthfront Corp (WLTH) has 0 emplpoyees as of April 09 2026.

What is Wealthfront Corp (WLTH) market cap?

Today WLTH has the market capitalization of 1.51B USD.