Wealthfront Corporation

Wealthfront Reports September 2026 Monthly Metrics

Wealthfront reported September 2026 total platform assets of $100.5 billion, roughly flat month-over-month but up 9% year-over-year. Total net deposits were $532 million, marking the third consecutive month of positive Cash Net Deposits, while funded clients reached 1.54 million, up 13% year-over-year. Management noted the company passed along a 25 basis point Fed rate hike via a higher Cash Account APY, and flagged roughly $1.2 million in one-time F3Q27 employer tax expenses tied to former-employee options exercises.

•1mo ago

Wealthfront Home Lending Launches in California with Rates ~0.50% Below the National Average

Wealthfront expanded its Home Lending business to California, offering rates approximately 50 basis points below the national average to its largest client base. The digital-first model aims to reduce operational costs, with the company reporting average loan sizes of $546,400 and projected savings of up to $94,400 over the life of a typical loan compared to national benchmarks. Wealthfront plans further expansion to Florida, Illinois, Oregon, and Washington in the coming months while continuing to scale its investing and cash management products.

•2mo ago

Wealthfront Reports June 2026 Monthly Metrics

Wealthfront reported record total platform assets of $99.1 billion at the end of June, representing a 15% increase year-over-year. Growth was driven by investment advisory assets, which rose 33% year-over-year to $54.3 billion, while cash management assets decreased 2% to $44.8 billion. The company recorded total net deposits of $164 million for the month, supported by $399 million of inflows into investment advisory accounts.

•4mo ago

Wealthfront Launches Tax-Efficient Custodial Account with $100 Seed Funding, Expands Family Wealth Management Offering

Wealthfront launched a new Custodial Account to help parents save for their children, featuring a $100 seed funding promotion and automated Tax-Gain Harvesting. The account has a $500 minimum and a 0.25% advisory fee, targeting a demographic facing over $300,000 in costs to raise a child to age 18. Data provided by the company shows clients with children hold an average of $91,000, significantly higher than the $27,000 held by non-parents.

•4mo ago