Company: WLTH
Filing Date: 2025-12-12
Form Type: 424B4
Source: 0001628280-25-056780
Chunk: 161

Company: WEALTHFRONT CORP
Filing Date: 2025-12-12
Form: 424B4
Chunk 161
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| 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 $22.6 billion, or 39%, compared to January 31, 2024. The increase in platform assets was primarily due to a 44% increase in cash management assets and a 34% increase in investment advisory assets. Platform assets were $88.2 billion as of July 31, 2025, an increase of $16.8 billion, or 24%, compared to July 31, 2024. The increase in platform assets was primarily due to a 22% increase in cash management assets and a 25% increase in investment advisory assets.

#### Net deposits
: We define “net deposits” as the value of all assets clients have placed into products on our platform, net of withdrawals, over a defined period of time. We exclude changes in value attributable to financial market performance from this metric. We view net deposits as an important