Wealthfront Corp.
- WLTH ยท Nasdaq
- Finance Services
- Palo Alto, CA
- 391 employees
- CIK 0001524566
Updated from SEC filings through
Top things to know
Executives
-
David Fortunato CEO and President 4, 2026-09-18 -
Alan Imberman CFO and Treasurer 4, 2026-09-18 -
Julien Wetterwald Chief Technology Officer 4, 2026-09-18 -
Kal Iyer VP, Engineering 4, 2026-09-18 -
Lauren Lin CLO, CCO and Secretary 4, 2026-09-18
Wealthfront Corp is a U.S. public company in finance services (SIC 6199), headquartered in Palo Alto, CA. It trades as WLTH on Nasdaq. Revenue was $365M in the fiscal year ending January 31, 2026, +18.2% from the year before. It reported about 391 employees. David Fortunato is CEO and President.
Five-year financials
| Metric | FY2026 | FY2025 | FY2024 |
|---|---|---|---|
| Revenue | $365M 10-K, 2026-04-24 | $309M 10-K, 2026-04-24 | $217M 10-K, 2026-04-24 |
| Operating income | Not on file | Not on file | Not on file |
| SG&A | $149M 10-K, 2026-04-24 | $29.1M 10-K, 2026-04-24 | $23.8M 10-K, 2026-04-24 |
| Net income | -$42.1M 10-K, 2026-04-24 | $194M 10-K, 2026-04-24 | $77.0M 10-K, 2026-04-24 |
Annual figures from XBRL in each company's own filings. Click a figure to open the filing. SG&A marked derived is general and administrative plus selling and marketing.
Leadership and board
| Name | Title | Source |
|---|---|---|
| David Fortunato CEO @ Wealthfront | CEO and President | 4, 2026-09-18 |
| Alan Imberman | CFO and Treasurer | 4, 2026-09-18 |
| Julien Wetterwald | Chief Technology Officer | 4, 2026-09-18 |
| Kal Iyer Vice President Of Engineering at Wealthfront | VP, Engineering | 4, 2026-09-18 |
| Lauren Lin | CLO, CCO and Secretary | 4, 2026-09-18 |
| Jaleh Bisharat | Board member (per proxy) bio: member of our board of directors | DEF 14A, 2026-05-11 |
| Jason Kilar | Board member (per proxy) bio: member of our board of directors | DEF 14A, 2026-05-11 |
| Michelangelo Volpi | Board member (per proxy) bio: member of our board of directors | DEF 14A, 2026-05-11 |
| Kenneth A. Goldman | Director | 10-K, 2026-04-24 |
| Michelle Wilson | Director | 10-K, 2026-04-24 |
What Wealthfront Corp does
, Millennials, Gen Z, and later generations). Our platform is designed to address the needs of the wealth builders within these generations. We have differentiated, trusted relationships with our clients due to our unique and fundamentally aligned incentives. Simply put, we succeed because our clients succeed.
Shares and governance
| Shares outstanding | 156.2 million (as of September 14, 2026) | 10-Q, September 14, 2026 |
|---|---|---|
| Public float | $0 (as of July 31, 2025) | 10-K, April 24, 2026 |
| Latest proxy statement | Meeting January 31, 2026 (filed May 11, 2026) | DEF 14A, May 11, 2026 |
| Auditor | Ernst & Young LLP (San Francisco, California) | Latest 10-K |
Insider trades
Open-market buys and sales by officers and directors, from Forms 4 and 5. One row per filing.
| Date | Insider | Trade | Shares | Value | Source |
|---|---|---|---|---|---|
| September 17, 2026 | Lauren Lin CLO, CCO and Secretary | Sale | 4,574 | $46K | Form 4, September 18, 2026 |
| September 17, 2026 | Alan Imberman CFO and Treasurer | Sale | 76,540 | $773K | Form 4, September 18, 2026 |
| September 17, 2026 | David Fortunato CEO and President | Sale | 100,000 | $1.0M | Form 4, September 18, 2026 |
| September 17, 2026 | Julien Wetterwald Chief Technology Officer | Sale | 26,138 | $264K | Form 4, September 18, 2026 |
| September 17, 2026 | Kal Iyer VP, Engineering | Sale | 26,738 | $270K | Form 4, September 18, 2026 |
| September 16, 2026 | Lauren Lin CLO, CCO and Secretary | Sale | 21,112 | $224K | Form 4, September 17, 2026 |
| September 16, 2026 | Alan Imberman CFO and Treasurer | Sale | 26,596 | $282K | Form 4, September 17, 2026 |
| September 16, 2026 | David Fortunato CEO and President | Sale | 122,203 | $1.3M | Form 4, September 17, 2026 |
Recent 8-K events
- 8-K filed 2026-10-21
- Item 8.01 Other events
- 8-K filed 2026-09-09
- Item 2.02 Results of operations and financial condition (earnings release)
- Item 7.01 Regulation FD disclosure
- 8-K filed 2026-06-24
- Item 5.07 Submission of matters to a vote of security holders
- 8-K filed 2026-06-04
- Item 2.02 Results of operations and financial condition (earnings release)
- Item 7.01 Regulation FD disclosure
- 8-K filed 2026-03-11
- Item 2.02 Results of operations and financial condition (earnings release)
- Item 7.01 Regulation FD disclosure
- Item 8.01 Other events
- 8-K filed 2026-02-18
- Item 1.01 Entry into a material definitive agreement
- 8-K filed 2026-01-28
- Item 7.01 Regulation FD disclosure
- 8-K filed 2026-01-12
- Item 2.02 Results of operations and financial condition (earnings release)
- Item 7.01 Regulation FD disclosure
Frequently asked questions about Wealthfront Corp
- What does Wealthfront Corp do?
- In its own words, from Item 1 of its 10-K: ", Millennials, Gen Z, and later generations). Our platform is designed to address the needs of the wealth builders within these generations. We have differentiated, trusted relationships with our clients due to our unique and fundamentally aligned incentives. Simply put, we succeed because our clients succeed."
- What is Wealthfront Corp's revenue?
- $365M for the fiscal year ending January 31, 2026, from its 10-K filed April 24, 2026.
- Is Wealthfront Corp profitable?
- Wealthfront Corp reported net income of -$42.1M for the fiscal year ending January 31, 2026.
- How many employees does Wealthfront Corp have?
- About 391 as of January 31, 2026, as stated in its annual report.
- Who is the CEO of Wealthfront Corp?
- David Fortunato, CEO and President, as named in a 4 filed September 18, 2026.
- Who is the CFO of Wealthfront Corp?
- Alan Imberman, CFO and Treasurer, as named in a 4 filed September 18, 2026.
- Where is Wealthfront Corp headquartered?
- Palo Alto, CA.
- What is Wealthfront Corp's stock ticker?
- WLTH on Nasdaq.
- What industry is Wealthfront Corp in?
- Finance Services, SIC code 6199.
- What is Wealthfront Corp's website?
- wealthfront.com.
- When does Wealthfront Corp report earnings next?
- December 3, 2026. Source: estimate_8k_pattern.
- Is Wealthfront Corp a public company?
- Yes. Wealthfront Corp files with the SEC under CIK 0001524566 and trades as WLTH.
- Who audits Wealthfront Corp?
- Ernst & Young LLP, San Francisco, California, as named in its latest annual report (10-K).
- How many shares of Wealthfront Corp are outstanding?
- 156.2 million shares as of September 14, 2026, from its 10-Q filed September 14, 2026.
- What is Wealthfront Corp's public float?
- $0 as of July 31, 2025, as reported on the cover of its 10-K filed April 24, 2026.
- When is Wealthfront Corp's annual shareholder meeting?
- January 31, 2026, per its proxy statement (DEF 14A) filed May 11, 2026.
- Have Wealthfront Corp insiders traded stock recently?
- Since December 11, 2025, officers and directors reported 27 open-market sales worth about $25.2M and 0 purchases on Forms 4 and 5. The most recent: Lauren Lin (CLO, CCO and Secretary) sold 4,574 shares on September 17, 2026.