Wealthfront is a digital wealth-management platform that provides automated investing, cash management, and planning tools primarily for retail clients. The firm is known for low-cost, algorithm-driven portfolios, tax-loss harvesting, and a self-directed online experience without traditional branch advisory. It serves mass-affluent and tech-oriented customers seeking diversified portfolios and integrated personal-finance features through an app-first model.
| Quarter | Revenue | YoY % | Earnings | YoY % |
|---|---|---|---|---|
| Q2 2025 | 84.5 | — | 25.9 | — |
| Q3 2025 | 91.1 | — | 34.7 | — |
| Q4 2025 | 93.2 | — | 30.9 | — |
| Q1 2026 | 96.1 | — | -133.7 | — |
| Q2 2026 | 90.5 | 7.1% | 12.8 | -50.5% |
| Q3 2026 | 91.9 | 0.8% | 17.8 | -48.9% |
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