Overview

• Wealthfront publicly filed its S-1 on Sept. 29, seeking to list on Nasdaq under the ticker WLTH with Goldman Sachs, J.P. Morgan and Citigroup as bookrunners.
• For the twelve months ended July 31, 2025, the company reported $339 million in revenue and $123 million in net income, with roughly 1.3 million funded users.
• Platform assets totaled about $88 billion as of July 31, reflecting the firm’s scale with younger, digital-native investors.
• Cash-management products generated roughly three quarters of recent revenue, complementing its low-fee automated investing business.
• Wealthfront is preparing an investor roadshow and disclosed it originated its first mortgage in August 2025, highlighting ongoing product expansion as fintech IPOs face mixed aftermarket performance.