Wealthfront Statistics 2026: Assets Under Management (AUM), number of users, Revenue, & More

Founded in 2008, Wealthfront is a US-based fintech offering Robo-advisory and financial management services. Wealthfront has gained popularity over the years for its user-friendly platform and low management fees. Its services are designed to cater to investors of all types, regardless of their experience level or investment goals.

In 2025, Wealthfront filed for an IPO on Nasdaq (ticker: WLTH), joining a wave of fintech firms going public. As of May 2026, the company managed +$95 billion in assets, served +1.4 million clients, and reported $308.9 million in revenue with $194.4 million in net income.

This article explores the latest Wealthfront statistics, offering insights into its growth, performance, and impact on the robo-advisory industry.

Overview

Wealthfront is a Robo-advisor firm that provides various investment solutions to clients seeking automated and easy portfolio management. Its automated investment management service invests clients’ funds in a diversified portfolio of low-cost ETFs based on their risk tolerance and financial objectives. In addition to its investment services, Wealthfront offers other financial products and services tools, such as cash management and borrowing as well as free financial planning tools.

Investors are attracted to Wealthfront’s low management fees of 0.25% per year and the convenience of managing all banking, savings, and trading operations from a single account. The financial planning and cash account do not require a minimum deposit, while the investment accounts require a minimum deposit of $500.

Here are some key corporate facts about Wealthfront:

• Founded in: 2008
• Headquarters: California, United States
• IPO date: Wealthfront has not yet gone public
• Sector: Financials
• Industry: Robo-advisor, Investment Management
• Founders: Andy Rachleff and Dan Carroll
• Number of employees: 430+ (May 2026)

Ownership

Wealthfront is privately held, and the percentage ownership is not publicly disclosed. Since its establishment in 2008, the company has raised funds from several investors through various funding rounds. On January 26, 2022, UBS announced its acquisition agreement with Wealthfront in an all-cash transaction valued at $1.4 billion. However, in September 2022, both parties mutually agreed to terminate the merger agreement, and UBS purchased a USD 69.7 million note convertible into Wealthfront shares instead.

Below is a list of notable investors who have invested in Wealthfront:

Wealthfront Investors

Wealthfront Users

Over the years, Wealthfront’s user base has steadily increased, from just 703 users in February 2012 to over 1,000,000 users in Nov 2024. The number of users doubled yearly from 2012 to 2014 and continued to grow steadily. This steady growth can be attributed to Wealthfront’s ability to meet the evolving needs of investors and offer innovative solutions to help them achieve their financial goals.

Wealthfront users per year

Wealthfront AUM

Wealthfront’s assets under management (AUM) have been growing steadily similar to the increase in its user base. As more investors turned to digital platforms to manage their assets due to their convenience and low fees, Wealthfront has been well-positioned to benefit from this trend.

Wealthfront’s AUM has grown significantly over the years, starting from $33.73 million in February 2012. While Betterment was the first independent online financial advisor to reach $10 billion in AUM in 2017, Wealthfront accomplished this milestone a year later in 2018. As of October 2025, Wealthfront’s AUM increased and reached over $90 billion.

Wealthfront AUM

Wealthfront average account size

Although Wealthfront does not publicly disclose the average account size of its users, it is possible to estimate this figure based on available data. For instance, as of May 2026, Wealthfront manages over $90 billion in AUM with +1,400,000 users. Using these figures, we can estimate the average account size to be approximately over $64,000.

Here is the breakdown of the estimated average account size of Wealthfront by year:

Wealthfront average account size

Wealthfront valuation

Wealthfront’s impressive valuations over the years can be attributed to the significant investments it has been able to attract from venture capitalists. By 2014, the company had secured over $65 million in funding, leading to a valuation of over $700 million. The company continued to receive funding and reached over $120 million in funding by the end of 2015. This valuation remained valid until 2018 when it was decreased to around $500 million. 

In 2022, UBS announced its intention to acquire Wealthfront in a deal worth $1.4 billion. However, the deal was later terminated in September 2022.

Since then, Wealthfront has remained independent and is moving toward a public listing: in 2025 it filed for an IPO under the ticker “WLTH”.

Wealthfront valuation

Wealthfront revenue

Wealthfront generates revenue through various sources. Historically, the company’s primary revenue source was the annual management fee charged on AUM (0.25% for the flagship Automated Investing Account), but cash management has since become the largest revenue stream. In fiscal 2026, cash management fees contributed approximately 74% of total revenue, while investment advisory fees contributed approximately 25%.

In addition, Wealthfront generates revenue through its lending program, “Portfolio Line of Credit” which allows clients with at least $25,000 in a taxable Automated Investing Account to borrow against their portfolio at a variable rate (currently 4.72% as of 2026, based on the Effective Federal Funds Rate plus a spread). The company also generates revenue through securities lending and other smaller streams.

Wealthfront is now a publicly traded company (Nasdaq: WLTH) following its December 2025 IPO, so its financials are publicly disclosed. For the fiscal year ended January 31, 2026, Wealthfront reported record revenue of $365.0 million, up 18% year-over-year from $308.9 million in fiscal 2025. Total Platform Assets reached $94.1 billion (up 17% YoY), split between $48.7 billion in Investment Advisory Assets and $45.4 billion in Cash Management Assets. The company served 1.42 million funded clients across 1.84 million funded accounts. Adjusted EBITDA was $170.7 million for the full fiscal year, although GAAP results reflected a one-time $239.0 million IPO-related stock-based compensation charge that produced a net loss for the year.

Conclusion

In summary, Wealthfront has become a major player in the digital wealth management industry, providing its users with low-cost, advanced investment strategies and a user-friendly platform. 

With its AUM reaching $95 billion, it is now among the largest Robo-advisors by AUM. This growth proves that Wealthfront was capable of attracting and retaining investors with its innovative investment management services and diverse range of financial products.

Despite the failed UBS acquisition, the company remains poised for continued growth and expansion, supported by ongoing innovation and technological improvement.

Now, with its planned IPO on the Nasdaq under the ticker “WLTH”, Wealthfront enters a new chapter as it seeks to expand its reach and strengthen its position within the global fintech landscape. As more investors turn to digital platforms to manage their wealth, Wealthfront is well-positioned to benefit from this trend and continue making a significant impact on the financial industry.

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