Wealthfront

Last updated: December 13, 2025
Ticker
WLTH
Exchange
NASDAQ
IPO Date
December 12, 2025
Price Range
$12.00 - $14.00
Deal Size
$485 million
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Company Snapshot

Wealthfront is a financial technology company that provides automated investment and cash management services. The company leverages technology to enhance client experiences and streamline operations, resulting in high gross profit margins. Wealthfront's business model focuses on offering lower advisory fees and higher interest rates on cash management accounts, which aligns its incentives with those of its clients.

Key Financials

Metric202420232022
Revenue$308.9M$216.7MNot provided
YoY Growth+42.5%--
Adjusted Net Income$194.4M$77.0MNot provided
Margin %62.9%35.5%-

S-1 Highlights

Market & Competition

The company operates in the financial technology market and competes with established players like Betterment, Robinhood, and Acorns. Wealthfront focuses on providing automated investment solutions and cash management services to its clients.

Use of Proceeds

Wealthfront plans to use the proceeds from the IPO to enhance its technology infrastructure, expand its product offerings, and support growth initiatives.

Key Risk Factors

  • The company may face challenges in maintaining its competitive edge as the financial technology landscape evolves rapidly.
  • The company relies heavily on technology, and any significant disruptions or failures could adversely affect its operations and client trust.

Reported Broker Availability

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