Monthly UpdateJul 7, 2026, 04:16 PM
Wealthfront Total Platform Assets $99.1B; Investment Advisory Assets +33% YoY
AI Summary
Wealthfront Corporation reported record monthly metrics for June 2026, with Total Platform Assets reaching $99.1 billion, a 15% increase year-over-year. The company saw significant growth in Investment Advisory Assets, which rose 33% year-over-year to $54.3 billion, driven by strong net deposits. Funded Clients also increased by 15% year-over-year to 1.49 million, highlighting the diversified and durable nature of its business model.
Key Highlights
- Total Platform Assets reached a record $99.1 billion at June-end 2026, up 15% year-over-year.
- Investment Advisory Assets grew to $54.3 billion, an increase of 33% year-over-year.
- Funded Clients increased to 1.49 million, up 15% year-over-year.
- Total Net Deposits for June 2026 were $164 million.
- Investment Advisory Net Deposits were $399 million in June 2026.
- Cash Management Assets were $44.8 billion, down 2% year-over-year.
Price Impact
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