Company: WLTH
Filing Date: 2025-12-02
Form Type: S-1/A
Source: 0001628280-25-054592
Chunk: 6

Company: WEALTHFRONT CORP
Filing Date: 2025-12-02
Form: S-1/A
Chunk 6
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Our Values Wealthfront is a product-driven company, and we serve clients solely through the digital experiences we deliver. Our values as a company determine which products we build, and they also reflect what we want our company to be in the future. We value our clients’ well-being. The relationships we form with our clients should last decades. Their needs and lives will evolve, and our products must evolve with them. We begin by using data and user research to understand in depth who our clients are, what they need, and how we can help them live the lives they envision for themselves. Most importantly, we put our clients’ interests first, with the expectation that this will ultimately benefit us in the future. We prioritize endurance. In investing and building a company, there are good years and tough years, and both require a long time horizon to achieve the best outcome. Every decision, from building our technology infrastructure to answering client questions, is an opportunity to improve our company over the long term. More important than rapid growth in any one economic environment is helping clients have the confidence to invest and save consistently, and focusing employees on building products to support our clients through a wide variety of market cycles. We welcome fresh perspectives. We have a very different vision for the future of finance than the existing industry does. We believe that a digital solution can not only replace but exceed the capabilities of human advisors. We have built Wealthfront by thinking about our products differently than incumbents, and we believe continuing this approach will allow us to reach our potential. We emphasize transparency and recognize the importance of sharing context. We share context with our employees to foster an environment of informed decision­ making and collective ownership. This emphasis extends to our clients who need and deserve context to make the best decisions for their financial futures. Our Focus Wealthfront is first and foremost a technology company. We think the best way to deliver financial products at scale is through automated infrastructure. It lowers our costs, allowing us to share the savings with our clients, and improves the client experience. When we approach a new product or consider an enhancement to our existing products, we ask ourselves two questions. One, will it delight our clients by improving their financial futures? And two, will the technology infrastructure we have today, or can build in the future, allow us to automate the experience from end to end? As a technology company, we see most challenges as technology challenges. We believe that, over time, the continual improvement of our technology allows us to offer better products and serve more clients at lower costs.

Our Future