Company: WLTH
Filing Date: 2025-12-02
Form Type: S-1/A
Source: 0001628280-25-054592
Chunk: 165

Company: WEALTHFRONT CORP
Filing Date: 2025-12-02
Form: S-1/A
Chunk 165
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 ensures we maintain a low cost to serve. By leveraging client insights and technology, we operate more efficiently than traditional financial institutions and other FinTech companies, delivering high-quality, low-cost services that benefit our client base.

20 Funded clients born after 1980.

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### Key Business Metrics
We monitor the following key business metrics to help us evaluate our business, identify trends, formulate business plans and make strategic decisions:

|                              |     | 2024 | Fiscal Year Ended January 31, |     | 2025 |        |     | 2024 | Six Months Ended July 31, |     | 2025 |        |
|:-----------------------------|:----|:-----|------------------------------:|:----|:-----|-------:|:----|:-----|--------------------------:|:----|:-----|-------:|
| Platform assets ($ millions) |     | $    |                        57,601 |     | $    | 80,175 |     | $    |                    71,360 |     | $    | 88,175 |
| Cash management              |     |      |                        29,361 |     |      | 42,411 |     |      |                    38,085 |     |      | 46,579 |
| Investment advisory          |     |      |                        28,240 |     |      | 37,764 |     |      |                    33,275 |     |      | 41,596 |
| Net deposits ($ millions)    |     | $    |                        20,858 |     | $    | 17,714 |     | $    |                    10,653 |     | $    |  5,452 |
| Funded clients (thousands)   |     |      |                           854 |     |      |  1,212 |     |      |                     1,062 |     |      |  1,318 |

#### Platform assets
: We define “platform assets” as the total value of financial assets held by clients in their accounts as of a stated date on our platform. Net deposits and changes in value attributable to financial market performance are included in the change in platform assets in any given period. We further break down platform assets into two categories of products: cash management and investment advisory.

Platform assets were $80.2 billion as of January 31, 2025, an increase of $