Company: WLTH
Filing Date: 2025-06-18
Form Type: DRS
Source: 0001628279-25-000372
Chunk: 31

Company: WEALTHFRONT CORP
Filing Date: 2025-06-18
Form: DRS
Chunk 31
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 related information in the balance sheet data are illustrative only and may differ from actual amounts based on, among other things, the actual initial public offering price and other terms of this offering determined at pricing, the actual tax withholding rates, as well as the actual amount of RSUs settled in connection with this offering. (4) Working capital is defined as current assets less current liabilities. Key Business Metrics and Non-GAAP Financial Measures We review a number of operating and financial metrics, including the following key business metrics and financial measures not calculated in accordance with U.S. Generally Accepted Accounting Principles (“GAAP”) to evaluate and manage our business, measure our performance, identify trends affecting our business, formulate business plans, and make strategic decisions. We believe that these non-GAAP financial measures (noted in the “Non-GAAP Financial Measures” table below), when taken collectively, may be helpful to investors because they allow for greater transparency into what measures

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we use in operating our business and measuring our performance and enable comparison of financial trends and results between periods where items may vary independent of business performance. These non-GAAP financial measures are presented for supplemental informational purposes only, should not be considered a substitute for financial information presented in accordance with GAAP, and may be different from similarly titled non-GAAP measures used by other companies. See the sections titled “Management’s Discussion and Analysis of Financial Condition and Results of Operations—Key Business Metrics” for additional information regarding our key business metrics and “Management’s Discussion and Analysis of Financial Condition and Results of Operations—Non-GAAP Financial Measures” for additional information and reconciliations of our non-GAAP financial measures to the most directly comparable financial measures prepared in accordance with GAAP. Key Business Metrics

|                              |     | Fiscal Year Ended January 31, |   2024 |     |   |   2025 |
|:-----------------------------|:----|:------------------------------|-------:|:----|:--|-------:|
| Platform assets ($ millions) |     | $                             | 57,601 |     | $ | 80,176 |
| Cash management              |     |                               | 29,361 |     |   | 42,411 |
| Investment advisory          |     |                               | 28,240 |     |   | 37,765 |
| Net deposits ($ millions)    |     | $                             | 21,069 |     | $ | 17,728 |
| Funded clients (thousands