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Wealthfront Scheduled, Nasdaq: WLTH

Operates an automated investing platform.

Industry: Financials

Latest Trade: ()

First Day Return:

Return from IPO:

Industry: Financials

We are a technology company that built a financial solutions platform for “digital natives,” defined as those born after 1980 (i.e., Millennials, Gen Z, and later generations). Our platform is designed to address the needs of the wealth builders within these generations. We have differentiated, trusted relationships with our clients due to our unique and fundamentally aligned incentives. Simply put, we succeed because our clients succeed. We were among the first digital-only financial solutions platforms, and we pioneered using automation to offer low-cost diversified portfolios. We built our platform using software to deliver our solutions quickly, conveniently, and at low cost. These principles align with the preferences of digital natives, who use digital platforms for the vast majority of their everyday services ranging from entertainment and commerce to food delivery and ride sharing. Our technology-driven financial solutions help clients turn savings into long-term wealth. Our broad suite of products, including cash management, investment advisory, borrowing and lending, and financial planning solutions, address the diverse financial needs of our clients regardless of the economic environment. We believe the opportunity we are pursuing is unique and massive.
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IPO Data
IPO File Date 09/29/2025
Offer Price
Price Range $12.00 - $14.00
Offer Shares (mm) 34.6
Deal Size ($mm) $450
Lock-Up Date IPO Pro Only
Street Research IPO Pro Only
IPO Data
IPO Date
Offer Price
Price Range $12.00 - $14.00
Offer Shares (mm) 34.6
Deal Size ($mm) $450
Lock-Up Date IPO Pro Only
Street Research IPO Pro Only
Underwriters
Goldman Sachs
J.P. Morgan
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Company Data
Headquarters Palo Alto, CA, United States
Founded 2007
Employees at IPO 359
Website www.wealthfront.com

Wealthfront (WLTH) Performance