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Wealthfront Corp
261 Hamilton Avenue
Phone: (650) 249-4258p:650 249-4258 PALO ALTO, CA  94301  United States Ticker: WLTHWLTH
Business Summary
Wealthfront Corporation is a technology company that built a financial solutions platform for digital natives. Its platform is designed to address the needs of the wealth builders within these generations. Its technology-driven financial solutions help clients turn savings into long-term wealth. Its suite of products, including cash management, investment advisory, borrowing and lending, and financial planning solutions, address the diverse financial needs of its clients regardless of the economic environment. It offers financial products that span a risk spectrum, designed to be delivered through Web and mobile channels. It offers cash management, investment advisory, borrowing and lending, and financial planning. Its proprietary technology includes Omnibus Brokerage Platform, Fully Integrated Brokerage and Cash Management, Financial Data Aggregation, and Data and Analytics Platform. Its omnibus brokerage platform is the foundation for its investing and cash management solutions.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
YesYes-Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
10/31/20251/31/2025YesYes--Yes

Industries
SIC Code Description
6282 Investment advice

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Co-Founder, Independent Chairman of the Board Andrew S.Rachleff 64 1/1/2014 2/1/2007
President, Chief Executive Officer, Director DavidFortunato 40 3/1/2021 11/1/2009
Chief Financial Officer, Treasurer AlanImberman 43 4/1/2021 4/1/2021
8 additional Officers and Directors records available in full report.

Business Names
Business Name
Wealthfront Brokerage LLC
WLTH

General Information
Number of Employees: 359 (As of 7/31/2025)
Outstanding Shares: 146,268,749 (As of 10/31/2025)
Stock Exchange: NASD
Federal Tax Id: 208280144
Fax Number: (302) 531-3150


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Monday, January 26, 2026