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Wealthfront Corporation reported fiscal first quarter 2027 revenue of $90.5 million, up 7% year-over-year, driven mainly by a 39% increase in Investment Advisory assets to $51.7 billion and total platform assets reaching a record $96.6 billion.
GAAP diluted net income was $12.8 million, down 51% from the prior-year quarter, as GAAP expenses rose to $75.9 million, largely from a jump in stock-based compensation to $17.1 million tied to IPO-related awards and higher product development spending. Diluted EPS declined to $0.07 from $0.18 and GAAP net income margin fell to 14% from 31%.
On a non-GAAP basis, Adjusted EBITDA was $37.5 million, down 1% year-over-year, with a 41% margin, while adjusted free cash flow was $42.7 million and conversion was 114%. Wealthfront ended the quarter with $96.6 billion in platform assets, 1.46 million funded clients, and $428 million in corporate cash and cash equivalents, and it repurchased over 3 million shares for about $27 million under its inaugural buyback program.
Wealthfront Corporation filed its Annual Report on Form 10-K describing its product-driven fintech platform, business model, and risks for the fiscal year ended January 31, 2026. The report discloses $365.0 million in revenue for fiscal 2026 and that 149,574,024 shares were outstanding as of April 22, 2026.
The company emphasizes automation, cash management, investment advisory services, and new product launches including Home Lending. Management highlights client metrics such as average platform assets per client of $66,000 as of January 31, 2026, a >95% annual client retention rate, and a product mix where cash management represented approximately 74 of revenue in fiscal 2026.
Wealthfront Corporation is holding its 2026 annual stockholders meeting virtually on June 23, 2026 to elect two Class I directors and ratify Ernst & Young LLP as independent auditor for the fiscal year ending January 31, 2027.
The board is classified into three staggered terms, with a majority of members independent and all key committees fully independent. The proxy describes extensive risk oversight, cybersecurity governance, and succession planning, as well as the role of a Lead Independent Director.
The filing details executive pay, including multi-year restricted stock unit awards tied to the company’s December 2025 IPO liquidity event and an incentive bonus program based on revenue and EBITDA or adjusted EBITDA. It also outlines a Nasdaq-compliant clawback policy and a new non‑employee director compensation program combining cash retainers with annual RSU grants.
Wealthfront Corporation provides an automated financial platform for “digital natives,” offering cash management, investment advisory, borrowing and lending, and software-based financial planning. The company emphasizes automation and low costs to align its economics with long-term client wealth building.
Revenue reached $365.0 million in fiscal 2026, up from $308.9 million in 2025, driven mainly by cash management fees, which contributed about 74% of total revenue, and advisory fees, at about 25%. Despite prior profitability, Wealthfront recorded a $(42.1) million net loss in fiscal 2026 and had an accumulated deficit of about $142.0 million.
As of January 31, 2026, Wealthfront served primarily high-earning, digitally focused clients, with average platform assets of roughly $66,000 per client, client retention above 95% in fiscal 2025 and 2026, and over 50% of new clients acquired via referrals. The firm employed 391 people, roughly half of whom are engineers, and operated a proprietary brokerage and cash platform supported by program banks and partners for sweep deposits, debit cards, and margin lending.
Wealthfront Corp CEO David Fortunato reported an option exercise acquiring 40,816 shares of Common Stock. He exercised a Stock Option (Right to Buy) for 40,816 underlying shares at an exercise price of $2.45 per share, converting the derivative into Common Stock rather than selling it.
After the transaction, he directly holds 1,796,467 shares of Common Stock. In addition, 61,996 shares of Common Stock are indirectly held by his spouse, as disclosed in the footnotes. The option was already fully vested under an award agreement that became fully vested on May 23, 2020, and this filing reflects the exercise ahead of the option’s stated expiration.
WEALTHFRONT CORP director Michelle L. Wilson reported a routine equity compensation event. On March 15, 2026, she exercised restricted stock units (RSUs) to acquire 2,126 shares of Common Stock, reflecting the scheduled vesting of a prior RSU award.
Each RSU represents a right to receive one share of Common Stock upon settlement. The award vests in equal 1/16 installments on the fifteenth day of September, December, March, and June, with the first tranche vested on September 15, 2025, and unvested RSUs either vest or are cancelled before their vesting dates.
Following this vesting, Wilson directly held 6,377 shares of Common Stock and 27,637 restricted stock units, according to the filing.
Wealthfront Corp director Michael Reed Schmidt reported equity compensation activity rather than open-market trading. On March 15, 2026, 2,125 restricted stock units vested and were exercised into 2,125 shares of Common Stock at $0.00 per share, leaving him with 31,889 restricted stock units and 2,125 shares directly held. These RSUs come from a 34,014-unit award granted on September 26, 2025 that vests in 16 equal quarterly installments on the fifteenth day of March, June, September, and December, so long as he continues serving the company. The filing notes this award was originally granted before Wealthfront’s IPO and previously disclosed on his Form 3.
WEALTHFRONT CORP director Jason Kilar exercised restricted stock units into 40,550 shares of Common Stock. On 2026-03-15, he converted 17,007 and 23,543 restricted stock units into an equal number of Common Stock shares at a stated price of $0.00 per share.
Following these exercises, Kilar directly holds 623,075 shares of Common Stock. Footnotes explain that each restricted stock unit represents a right to receive one share upon settlement and that the awards vest based on continued service, with vesting occurring on specified quarterly dates.
Wealthfront Corp director Kenneth A. Goldman increased his holdings through a stock award. On March 15, 2026, he exercised 17,007 restricted stock units, receiving the same number of common shares at a stated price of $0.00 per share as part of equity compensation.
After this vesting, he directly holds 59,655 shares of Wealthfront common stock. He also has an indirect position of 48,359 shares held by the Goldman-Valeriote Family Trust, for which he serves as trustee, reflecting additional family-related ownership.
WEALTHFRONT CORP director Jaleh Bisharat exercised restricted stock units into common shares as part of equity compensation. On March 15, 2026, 17,007 restricted stock units were converted into 17,007 shares of common stock at a price of $0.00 per share, reflecting settlement of previously granted awards rather than an open-market purchase. Following the transaction, Bisharat directly holds 17,007 shares of common stock, and no restricted stock units remain from this award.