Company: WLTH
Filing Date: 2025-09-23
Form Type: DRS/A
Source: 0001524566-25-000011
Chunk: 151

Company: WEALTHFRONT CORP
Filing Date: 2025-09-23
Form: DRS/A
Chunk 151
---
 and features. Our obsession with understanding and delighting our clients drives this focus, allowing us to rapidly develop and refine a platform that genuinely responds to client needs. This creates a trusted, user-friendly experience with features such as free instant money movement and low-cost, yet sophisticated investment capabilities.

While our product launch velocity has increased with accumulated resources, we measure ourselves not by the quantity but by the quality of the products we launch, reinforced by a deliberate product process focused on learning and iterating to empower clients’ financial goals. As we expand into areas like mortgages and other investment product offerings, we expect higher multi-product adoption and deepening client relationships which drives sustained growth.

Our dedication to innovation, with automation as our core principle, 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.

18 Funded clients born after 1980.

<div align='center'>110</div>

### 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 |
|