Company: WLTH
Filing Date: 2025-07-28
Form Type: DRS/A
Source: 0001628279-25-000486
Chunk: 121

Company: WEALTHFRONT CORP
Filing Date: 2025-07-28
Form: DRS/A
Chunk 121
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 the markets in which we operate, including our general expectations, market position, market opportunity, and market size, is based on information from various sources, including our own estimates, as well as assumptions that we have made that are based on such data and other similar sources and on our knowledge of the markets for our products. This information involves important assumptions and limitations, and you are cautioned not to give undue weight to such estimates. In addition, projections, assumptions, and estimates of our future performance and the future performance of the industry in which we operate is necessarily subject to a high degree of uncertainty and risk due to a variety of factors, including those described in the sections titled “Risk Factors” and “Special Note Regarding Forward-Looking Statements,” as well as elsewhere in this prospectus. These and other factors could cause results to differ materially from those expressed in the estimates made by the independent parties and by us.

This prospectus contains statistical data, estimates, and forecasts that are based on publications or reports generated by third parties, or other publicly available information, as well as other information based on our internal sources.

The sources of certain statistical data, estimates, and forecasts contained in this prospectus are provided below:

• Board of Governors of the Federal Reserve System, Changes in U.S. Family Finances from 2019 to 2022 , October 2023.

• Board of Governors of the Federal Reserve System, Distribution of Household Wealth in the U.S. since 1989 , March 2025.

• Board of Governors of the Federal Reserve System, Survey of Consumer Finances, 1989 - 2022 , November 2023.

• Capgemini Research Institute, Work Report Series 2025 - Wealth Management , 2025.

• Federal Reserve Bank of St. Louis, The State of U.S. Household Wealth , Q3 2024.

• Fidelity National Information Services (“FIS”), With Consumers Leaning on Social Media for Financial Advice, Banks Have an Opportunity to Avoid a Generational Trust Cliff , October 2024.

• Harry Markowitz, Portfolio Selection , The Journal of Finance, Vol. 7, No. 1, March 1952.

• Michael Sacchitello and Will Baker, Investopedia’s 2023 Robo-Advisor Consumer Survey, Investopedia , October 2023.

• Oxford Economics, Forecasting the Growth of Millennial Wealth in the US , April 2025, a third-party research study commissioned by Wealthfront Corporation.

• U.S