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Wealthfront (WLTH) investor relations material
Wealthfront IPO filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.IPO filing summary29 Sep, 2025
Company overview and business model
Operates a technology-driven financial solutions platform targeting digital natives (Millennials, Gen Z, and later generations), offering cash management, investment advisory, borrowing/lending, and financial planning products.
Focuses on automation, proprietary infrastructure, and a product-led growth strategy, resulting in low costs, high scalability, and high client retention.
Aligns incentives with clients by sharing cost savings, offering low fees, high APYs, and transparent, digital-first experiences.
Grown to over 1.3 million funded clients and $88.2B in platform assets as of July 31, 2025.
Financial performance and metrics
Fiscal 2025 revenue: $308.9M (43% YoY growth); net income: $194.4M (63% net income margin); Adjusted EBITDA: $142.7M (46% margin).
Platform assets grew 39% YoY to $80.2B as of Jan 31, 2025, and 24% YoY to $88.2B as of July 31, 2025.
Cash management revenue comprised 75% of total revenue in fiscal 2025; investment advisory 24%.
Annual client retention rate ~95% for fiscal 2024 and 2025; annual net revenue retention >120% for 11 consecutive years.
Over 50% of new clients referred by existing clients in the past two years.
Use of proceeds and capital allocation
Net proceeds will be used for working capital, general corporate purposes (including product development, admin, capital expenditures), regulatory capital needs, and tax withholding obligations related to RSU settlements.
May use a portion for acquisitions or investments in complementary businesses, products, or technologies.
Wealthfront's AI strategy for client-facing products?
How do interest rate shifts impact revenue mix?
Sustain 55k clients per product specialist?
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