# Wealthfront

Type: Company (WLTH)

Source: GetYourBrief — https://getyourbrief.com/entity/wealthfront
Canonical HTML page: https://getyourbrief.com/entity/wealthfront

## Timeline

- **2026-03-11**: Q4 Earnings Call — CEO David Fortunato details home lending expansion and WLTX X performance.
- **2026-03-11**: Q4 Earnings Call — CEO David Fortunato details home lending expansion and Treasury fund performance.
- **2026-02-16**: Deposit Recovery — Cumulative net deposits turned positive following a period of seasonal outflows.
- **2026-02-16**: Deposit Recovery — Cumulative net deposits turn positive following a period of January outflows.
- **2026-01-31**: Fiscal Year End — Platform assets hit $94.1B with 1.42M funded clients.
- **2026-01-31**: Fiscal Year End — Platform assets hit $94.1B; investment advisory assets reach $48.7B.
- **2026-01-15**: Yield & Growth Spike — Base APY increased to 3.3%; organic investment growth hits 15% annualized.
- **2026-01-01**: APY Incentive Launch — Increased base APY to 3.3% and introduced 25bps incentive for direct depositors.

## Recent coverage (4 stories, network-wide)

### Fintech and Blockchain Stocks to Watch: Market Analysis for March 22nd
2026-03-22 20:30:37 · Sector: crypto · Sentiment: Neutral · Impact: 5/10 · Sources: 2

MarketBeat identifies seven key fintech and blockchain-adjacent stocks showing momentum, including Rocket Companies and Kaspi.kz. These firms are increasingly integrating distributed ledger technology to streamline financial services, lending, and global payments.
Full story: https://getcryptobrief.com/story/fintech-blockchain-stocks-watch-march-22

### Fintech and Blockchain Stocks to Watch: Market Analysis for March 22nd
2026-03-22 20:30:03 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

MarketBeat's latest screening identifies seven key fintech and blockchain-adjacent stocks showing significant momentum. From established mortgage giants like Rocket Companies to international super-apps like Kaspi.kz, these entities represent a diverse cross-section of the evolving digital finance landscape.
Full story: https://getfinancebrief.com/story/fintech-blockchain-stocks-watch-march-22

### Wealthfront Hits $94B AUM as Cash-to-Investment Migration Accelerates
2026-03-12 00:37:46 · Sector: startups · Sentiment: Positive · Impact: 6/10 · Sources: 2

Wealthfront reported a 17% surge in platform assets to $94.1 billion for fiscal year 2026, driven by a massive 29% growth in investment advisory. The firm is successfully pivoting from a cash-heavy strategy to a long-term investment powerhouse while expanding into home lending.
Full story: https://getstartupbrief.com/story/wealthfront-q4-2026-earnings-analysis

### Wealthfront Hits $94B Assets as Clients Pivot from Cash to Investments
2026-03-12 00:37:13 · Sector: finance · Sentiment: Positive · Impact: 6/10 · Sources: 2

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.
Full story: https://getfinancebrief.com/story/wealthfront-q4-2026-earnings-analysis

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