Matthew Moon

Person

Last mentioned: Mar 12, 2026

Timeline

  1. Q4 Earnings Call

    CEO David Fortunato details home lending expansion and WLTX X performance.

  2. Deposit Recovery

    Cumulative net deposits turned positive following a period of seasonal outflows.

  3. Fiscal Year End

    Platform assets hit $94.1B with 1.42M funded clients.

  4. APY Incentive Launch

    Increased base APY to 3.3% and introduced 25bps incentive for direct depositors.

Stories mentioning Matthew Moon 1

earnings Bullish

Wealthfront Hits $94B Assets as Clients Pivot from Cash to Investments

Wealthfront reported a 17% increase in total platform assets to $94.1 billion for fiscal year 2026, fueled by a 29% surge in investment advisory assets. Despite Q4 net outflows in cash management, the firm is successfully converting savers into long-term investors while expanding into home lending.

2 sources