This company has been acquiredThe company may no longer be operating, as it has been acquired. Find out why through their latest events.See Latest EventsWealthNavi（WNAV.F）株式概要株式会社WealthNaviは、オンライン資産管理・リスク管理プラットフォームを開発・提供しています。 詳細WNAV.F ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績4/6財務の健全性5/6配当金0/6報酬過去1年間で収益は35.5%増加しました リスク分析株式の流動性は非常に低い すべてのリスクチェックを見るWNAV.F Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$12.001.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b15b2016201920222025202620282031Revenue JP¥15.5bEarnings JP¥1.3bAdvancedSet Fair ValueView all narrativesWealthNavi Inc. 競合他社Vinci Compass InvestmentsSymbol: NasdaqGS:VINPMarket cap: US$656.2mAdams Natural Resources FundSymbol: NYSE:PEOMarket cap: US$726.9mWisdomTreeSymbol: NYSE:WTMarket cap: US$2.9bAcadian Asset ManagementSymbol: NYSE:AAMIMarket cap: US$2.6b価格と性能株価の高値、安値、推移の概要WealthNavi過去の株価現在の株価JP¥12.0052週高値JP¥13.1052週安値JP¥8.02ベータ1.081ヶ月の変化0%3ヶ月変化-8.40%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化-42.86%最新ニュースお知らせ • Jan 31WealthNavi Inc. to Delist from Growth Section of the Tokyo Stock Exchange, Effective March 04, 2025WealthNavi Inc. will be delisted from Growth Section of the Tokyo Stock Exchange effective from March 04, 2025, due to acquisition by a demand for share, etc. cash-out.お知らせ • Jan 03WealthNavi Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025WealthNavi Inc. announced that they will report fiscal year 2024 results at 3:00 PM, Tokyo Standard Time on Feb 14, 2025お知らせ • Nov 30Mitsubishi UFJ Reportedly to Acquire WealthNaviMitsubishi UFJ Financial Group, Inc. (TSE:8306) plans to acquire Japanese robo-advisory firm WealthNavi Inc. (TSE:7342) to reinforce its asset management services targeting individual customers, people familiar with the matter said 29 November 2024. MUFG Bank (MUFG Bank, Ltd.), a unit of Mitsubishi UFJ Financial, plans to take full control of WealthNavi through a tender offer. The bank acquired a stake of over 15% in WealthNavi in March. Mitsubishi UFJ Financial plans to use WealthNavi to expand services that offer financial products via smartphone apps.お知らせ • Sep 03WealthNavi Inc. to Report Q3, 2024 Results on Nov 13, 2024WealthNavi Inc. announced that they will report Q3, 2024 results on Nov 13, 2024お知らせ • Jun 06WealthNavi Inc. to Report Q2, 2024 Results on Aug 09, 2024WealthNavi Inc. announced that they will report Q2, 2024 results on Aug 09, 2024お知らせ • May 08WealthNavi Inc. Launches an Online Insurance Advisory ServiceWealthNavi Inc. announced that the company launched an online insurance advisory service which assists its users to select and review life insurance products on May 7, 2024. The company initially provides the new insurance advisory service to the existing users of WealthNavi, and then to a wider range of users in the near future. The company has been providing its robo-advisor service WealthNavi, a fully automated end-to-end wealth management service, to support working families build wealth for their comfortable retirement through a long-term, globally diversified investment. In January 2024, the Company launched new Robo-NISA which is fully aligned with New NISA started in the same month, and the number of WealthNavi users exceeded 380,000. Combining life insurance and investment in NISA account: The company suggests users to subscribe insurance to prepare for immediate contingencies while to build and maintain a long-term, globally diversified investment portfolio for a more comfortable retirement. The optimal insurance coverage evolves depending on life stages and financial conditions. It is challenging for busy working families to adjust the balance between insurance and investment while choosing the most suitable insurance products. The new service will advise when and which insurance users should subscribe, considering the life stages and financial conditions. The insurance assessment and application process will be completed online, and the service is available for busy working families whenever it is convenient for them. Main features of the service: Visualizes the needed amount in case of contingencies in about 3 minutes: The company provides a life plan simulator for free to assess the coverage amount needed in case of contingencies. The estimated amount needed will be automatically calculated by entering data on yourself and family as well as answering questions about life plan. It takes about 3 minutes for the simulation; Suggests an optimal insurance product to cover the financial shortage: The service suggests an optimal insurance product for the user based on the assessment by the life plan simulator. The service chooses the most suitable product among insurance products offered by FWD Life Insurance Company and Zurich Life Insurance Japan Company. The company mediates life insurance contracts between users and life insurance companies as an insurance agency, and it does not hold an authority of agency or notice of acceptance. Users visit the website of an insurance companies to complete the application process. The data entered in the life plan simulator and the suggested insurance product are to be transferred to the insurance companies so that the application process would be easier and more convenient for users. User-friendly interface /Customer support via telephone: The service interface is simple and easy to use. In addition, users can contact customer support through telephone.最新情報をもっと見るRecent updatesお知らせ • Jan 31WealthNavi Inc. to Delist from Growth Section of the Tokyo Stock Exchange, Effective March 04, 2025WealthNavi Inc. will be delisted from Growth Section of the Tokyo Stock Exchange effective from March 04, 2025, due to acquisition by a demand for share, etc. cash-out.お知らせ • Jan 03WealthNavi Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025WealthNavi Inc. announced that they will report fiscal year 2024 results at 3:00 PM, Tokyo Standard Time on Feb 14, 2025お知らせ • Nov 30Mitsubishi UFJ Reportedly to Acquire WealthNaviMitsubishi UFJ Financial Group, Inc. (TSE:8306) plans to acquire Japanese robo-advisory firm WealthNavi Inc. (TSE:7342) to reinforce its asset management services targeting individual customers, people familiar with the matter said 29 November 2024. MUFG Bank (MUFG Bank, Ltd.), a unit of Mitsubishi UFJ Financial, plans to take full control of WealthNavi through a tender offer. The bank acquired a stake of over 15% in WealthNavi in March. Mitsubishi UFJ Financial plans to use WealthNavi to expand services that offer financial products via smartphone apps.お知らせ • Sep 03WealthNavi Inc. to Report Q3, 2024 Results on Nov 13, 2024WealthNavi Inc. announced that they will report Q3, 2024 results on Nov 13, 2024お知らせ • Jun 06WealthNavi Inc. to Report Q2, 2024 Results on Aug 09, 2024WealthNavi Inc. announced that they will report Q2, 2024 results on Aug 09, 2024お知らせ • May 08WealthNavi Inc. Launches an Online Insurance Advisory ServiceWealthNavi Inc. announced that the company launched an online insurance advisory service which assists its users to select and review life insurance products on May 7, 2024. The company initially provides the new insurance advisory service to the existing users of WealthNavi, and then to a wider range of users in the near future. The company has been providing its robo-advisor service WealthNavi, a fully automated end-to-end wealth management service, to support working families build wealth for their comfortable retirement through a long-term, globally diversified investment. In January 2024, the Company launched new Robo-NISA which is fully aligned with New NISA started in the same month, and the number of WealthNavi users exceeded 380,000. Combining life insurance and investment in NISA account: The company suggests users to subscribe insurance to prepare for immediate contingencies while to build and maintain a long-term, globally diversified investment portfolio for a more comfortable retirement. The optimal insurance coverage evolves depending on life stages and financial conditions. It is challenging for busy working families to adjust the balance between insurance and investment while choosing the most suitable insurance products. The new service will advise when and which insurance users should subscribe, considering the life stages and financial conditions. The insurance assessment and application process will be completed online, and the service is available for busy working families whenever it is convenient for them. Main features of the service: Visualizes the needed amount in case of contingencies in about 3 minutes: The company provides a life plan simulator for free to assess the coverage amount needed in case of contingencies. The estimated amount needed will be automatically calculated by entering data on yourself and family as well as answering questions about life plan. It takes about 3 minutes for the simulation; Suggests an optimal insurance product to cover the financial shortage: The service suggests an optimal insurance product for the user based on the assessment by the life plan simulator. The service chooses the most suitable product among insurance products offered by FWD Life Insurance Company and Zurich Life Insurance Japan Company. The company mediates life insurance contracts between users and life insurance companies as an insurance agency, and it does not hold an authority of agency or notice of acceptance. Users visit the website of an insurance companies to complete the application process. The data entered in the life plan simulator and the suggested insurance product are to be transferred to the insurance companies so that the application process would be easier and more convenient for users. User-friendly interface /Customer support via telephone: The service interface is simple and easy to use. In addition, users can contact customer support through telephone.お知らせ • Mar 07WealthNavi Inc. to Report Q1, 2024 Results on May 15, 2024WealthNavi Inc. announced that they will report Q1, 2024 results on May 15, 2024お知らせ • Mar 04WealthNavi Inc. announced that it has received ¥15.65098 billion in funding from Mitsubishi UFJ Financial Group, Inc.On March 4, 2024, WealthNavi Inc. closed the transaction.お知らせ • Feb 15WealthNavi Inc. announced that it expects to receive ¥15 billion in funding from Mitsubishi UFJ Financial Group, Inc.WealthNavi Inc. announced a private placement to issue common shares for the gross proceeds of ¥15,000,000,000 on February 13, 2024. The transaction will include participation from new investor Mitsubishi UFJ Financial Group, Inc. The investor is expected to take a stake of more than 15% through a private placement, making WealthNavi an equity-method affiliate.お知らせ • Feb 14WealthNavi Inc., Annual General Meeting, Mar 26, 2024WealthNavi Inc., Annual General Meeting, Mar 26, 2024.お知らせ • Jan 22WealthNavi Inc. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2023WealthNavi Inc. revised earnings guidance for the fiscal year ending December 31, 2023. For the period, the company revised Operating revenue forecast from JPY 7,717 million to JPY 8,167 million and Operating profit forecast from JPY 216 million to JPY 523 million.お知らせ • Dec 24WealthNavi Inc. to Report Fiscal Year 2023 Results on Feb 14, 2024WealthNavi Inc. announced that they will report fiscal year 2023 results on Feb 14, 2024お知らせ • Aug 31WealthNavi Inc. to Report Q3, 2023 Results on Nov 10, 2023WealthNavi Inc. announced that they will report Q3, 2023 results on Nov 10, 2023お知らせ • Aug 11Wealthnavi Inc. Announces Production Design of New "Robo-Nisa"WealthNavi Inc. announced the produce design of New "Robo-NISA," which will be launched in January 2024 in full alignment with New NISA. The New NISA program, which will start in January 2024, has "installment allowance" and "growth allowance" in one NISA account. In order to invest in "installment allowance," users have to make investment through recurring deposits. New 'Robo-NISA" manages both "installment allowance" and 'growth allowance" within a New NISA account automatically. Users need to sign up for automated deposit plan to invest in "installment Allow." The annual management fee is 0% for "installment allowance" while the fees vary between 0.7-1%. In the event of any discrepancy between the Japanese original and this English translation, the Japanese original shall prevail. (0.77-1.1% including tax) for "growth allowance" depending on risk tolerance level. As a result, if investment is made only through automated deposits, the weighted average annual management fees of New NISA will be between 0.63-0.67% (0.693-0.737% including tax) depending on risk tolerance level. If users do not sign up for automated deposits or invest through combination of automated deposits and other deposits, the maximum fees of New NIS will be between 0.7-1% (0.77-1% including tax) depending on risks tolerance level. Please note that the annual fees for taxable and existing NISA accounts remain unchanged at 1% (1.1% including tax). WealthNavi's research on specialist online operators (as of June 2023) which is based on the Japan Investment Advisers Association, "Contact Asset Status" - sections "Wrap Accounts" and "Discretionary Accounts" (as of March 2023). In addition, the loyalty program is available for users of direct service, which offers discounted fees depending on the period of service use and asset size. With the program, the annual management fee for "growth allowance" comes down to 0.6-0.9% (0.66-0.99% including tax) and the weighted average annual management fees for New NISA account will be between 0.54-0.60% (0.594-0.0% including tax). WealthNav sets lower fee level for New NISA accounts to promote New NISA. The NewNISA program, which will start In January 2024, has "installation allowance" and "growth allowance") in one NISA account. in order to invest in "installation allowance," users have to make investments through recurring deposits. New "Robo-NSA" manages both "installment Allow" and "growth allowance" within a NewNISA account automatically. Users need To sign up for automated deposit plan To sign up for automated deposit plans to invest in "installment allowances." The annual management fee is 0% for "installment allowance " while the fees vary between 0.,7-1%. In the events of any discrepancy between the Japanese Original and this English translation, the Japan original shall prevail. (0.,77-1.1%including tax) for "growth allowance") depending on risk tolerance level.お知らせ • Jun 03WealthNavi Inc. to Report Q2, 2023 Results on Aug 10, 2023WealthNavi Inc. announced that they will report Q2, 2023 results on Aug 10, 2023お知らせ • Feb 10WealthNavi Inc., Annual General Meeting, Mar 24, 2023WealthNavi Inc., Annual General Meeting, Mar 24, 2023.お知らせ • Jan 20WealthNavi Inc. Revises Full-Year Earnings Forecast for the Fiscal Year Ending December 31, 2022WealthNavi Inc. revised full-year earnings forecast for the fiscal year ending December 31, 2022. For the period, the company is expecting operating revenue of JPY 6,573 Millions as compared to previous forecast of JPY 6,536 Millions and an Operating profit of JPY 209 millions as compared to previous forecast of JPY 45 millions.お知らせ • Dec 06WealthNavi Inc. to Report Fiscal Year 2022 Results on Feb 10, 2023WealthNavi Inc. announced that they will report fiscal year 2022 results on Feb 10, 2023株主還元WNAV.FUS Capital MarketsUS 市場7D0%-0.3%1.1%1Yn/a10.4%28.7%株主還元を見る業界別リターン: WNAV.FがUS Capital Markets業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: WNAV.F US市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is WNAV.F's price volatile compared to industry and market?WNAV.F volatilityWNAV.F Average Weekly Movementn/aCapital Markets Industry Average Movement3.6%Market Average Movement7.2%10% most volatile stocks in US Market16.4%10% least volatile stocks in US Market3.1%安定した株価: WNAV.Fの株価は、 US市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のWNAV.Fのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト2015170Kazuhisa Shibayamawww.wealthnavi.comWealthNavi Inc.は、オンライン資産管理・リスク管理プラットフォームを開発・提供している。同社のクラウドベースのプラットフォームは、国際的な分散投資を可能にするロボアドバイザリーサービスを提供している。株式会社WealthNaviは、株式会社千葉銀行と業務提携契約を締結し、千葉銀行の顧客向けに自動管理口座サービスを共同で提供している。同社は2015年に設立され、東京に本社を置いている。もっと見るWealthNavi Inc. 基礎のまとめWealthNavi の収益と売上を時価総額と比較するとどうか。WNAV.F 基礎統計学時価総額US$778.74m収益（TTM）US$3.41m売上高(TTM)US$40.07m228.5xPER（株価収益率19.4xP/SレシオWNAV.F は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計WNAV.F 損益計算書（TTM）収益JP¥5.97b売上原価JP¥1.24b売上総利益JP¥4.73bその他の費用JP¥4.22b収益JP¥508.09m直近の収益報告Dec 31, 2024次回決算日該当なし一株当たり利益（EPS）8.50グロス・マージン79.20%純利益率8.50%有利子負債／自己資本比率5.2%WNAV.F の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/03/05 23:55終値2024/12/31 00:00収益2024/12/31年間収益2024/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋WealthNavi Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Koichi NiwaCitigroup Incnull nullStorm Research Limited
お知らせ • Jan 31WealthNavi Inc. to Delist from Growth Section of the Tokyo Stock Exchange, Effective March 04, 2025WealthNavi Inc. will be delisted from Growth Section of the Tokyo Stock Exchange effective from March 04, 2025, due to acquisition by a demand for share, etc. cash-out.
お知らせ • Jan 03WealthNavi Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025WealthNavi Inc. announced that they will report fiscal year 2024 results at 3:00 PM, Tokyo Standard Time on Feb 14, 2025
お知らせ • Nov 30Mitsubishi UFJ Reportedly to Acquire WealthNaviMitsubishi UFJ Financial Group, Inc. (TSE:8306) plans to acquire Japanese robo-advisory firm WealthNavi Inc. (TSE:7342) to reinforce its asset management services targeting individual customers, people familiar with the matter said 29 November 2024. MUFG Bank (MUFG Bank, Ltd.), a unit of Mitsubishi UFJ Financial, plans to take full control of WealthNavi through a tender offer. The bank acquired a stake of over 15% in WealthNavi in March. Mitsubishi UFJ Financial plans to use WealthNavi to expand services that offer financial products via smartphone apps.
お知らせ • Sep 03WealthNavi Inc. to Report Q3, 2024 Results on Nov 13, 2024WealthNavi Inc. announced that they will report Q3, 2024 results on Nov 13, 2024
お知らせ • Jun 06WealthNavi Inc. to Report Q2, 2024 Results on Aug 09, 2024WealthNavi Inc. announced that they will report Q2, 2024 results on Aug 09, 2024
お知らせ • May 08WealthNavi Inc. Launches an Online Insurance Advisory ServiceWealthNavi Inc. announced that the company launched an online insurance advisory service which assists its users to select and review life insurance products on May 7, 2024. The company initially provides the new insurance advisory service to the existing users of WealthNavi, and then to a wider range of users in the near future. The company has been providing its robo-advisor service WealthNavi, a fully automated end-to-end wealth management service, to support working families build wealth for their comfortable retirement through a long-term, globally diversified investment. In January 2024, the Company launched new Robo-NISA which is fully aligned with New NISA started in the same month, and the number of WealthNavi users exceeded 380,000. Combining life insurance and investment in NISA account: The company suggests users to subscribe insurance to prepare for immediate contingencies while to build and maintain a long-term, globally diversified investment portfolio for a more comfortable retirement. The optimal insurance coverage evolves depending on life stages and financial conditions. It is challenging for busy working families to adjust the balance between insurance and investment while choosing the most suitable insurance products. The new service will advise when and which insurance users should subscribe, considering the life stages and financial conditions. The insurance assessment and application process will be completed online, and the service is available for busy working families whenever it is convenient for them. Main features of the service: Visualizes the needed amount in case of contingencies in about 3 minutes: The company provides a life plan simulator for free to assess the coverage amount needed in case of contingencies. The estimated amount needed will be automatically calculated by entering data on yourself and family as well as answering questions about life plan. It takes about 3 minutes for the simulation; Suggests an optimal insurance product to cover the financial shortage: The service suggests an optimal insurance product for the user based on the assessment by the life plan simulator. The service chooses the most suitable product among insurance products offered by FWD Life Insurance Company and Zurich Life Insurance Japan Company. The company mediates life insurance contracts between users and life insurance companies as an insurance agency, and it does not hold an authority of agency or notice of acceptance. Users visit the website of an insurance companies to complete the application process. The data entered in the life plan simulator and the suggested insurance product are to be transferred to the insurance companies so that the application process would be easier and more convenient for users. User-friendly interface /Customer support via telephone: The service interface is simple and easy to use. In addition, users can contact customer support through telephone.
お知らせ • Jan 31WealthNavi Inc. to Delist from Growth Section of the Tokyo Stock Exchange, Effective March 04, 2025WealthNavi Inc. will be delisted from Growth Section of the Tokyo Stock Exchange effective from March 04, 2025, due to acquisition by a demand for share, etc. cash-out.
お知らせ • Jan 03WealthNavi Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025WealthNavi Inc. announced that they will report fiscal year 2024 results at 3:00 PM, Tokyo Standard Time on Feb 14, 2025
お知らせ • Nov 30Mitsubishi UFJ Reportedly to Acquire WealthNaviMitsubishi UFJ Financial Group, Inc. (TSE:8306) plans to acquire Japanese robo-advisory firm WealthNavi Inc. (TSE:7342) to reinforce its asset management services targeting individual customers, people familiar with the matter said 29 November 2024. MUFG Bank (MUFG Bank, Ltd.), a unit of Mitsubishi UFJ Financial, plans to take full control of WealthNavi through a tender offer. The bank acquired a stake of over 15% in WealthNavi in March. Mitsubishi UFJ Financial plans to use WealthNavi to expand services that offer financial products via smartphone apps.
お知らせ • Sep 03WealthNavi Inc. to Report Q3, 2024 Results on Nov 13, 2024WealthNavi Inc. announced that they will report Q3, 2024 results on Nov 13, 2024
お知らせ • Jun 06WealthNavi Inc. to Report Q2, 2024 Results on Aug 09, 2024WealthNavi Inc. announced that they will report Q2, 2024 results on Aug 09, 2024
お知らせ • May 08WealthNavi Inc. Launches an Online Insurance Advisory ServiceWealthNavi Inc. announced that the company launched an online insurance advisory service which assists its users to select and review life insurance products on May 7, 2024. The company initially provides the new insurance advisory service to the existing users of WealthNavi, and then to a wider range of users in the near future. The company has been providing its robo-advisor service WealthNavi, a fully automated end-to-end wealth management service, to support working families build wealth for their comfortable retirement through a long-term, globally diversified investment. In January 2024, the Company launched new Robo-NISA which is fully aligned with New NISA started in the same month, and the number of WealthNavi users exceeded 380,000. Combining life insurance and investment in NISA account: The company suggests users to subscribe insurance to prepare for immediate contingencies while to build and maintain a long-term, globally diversified investment portfolio for a more comfortable retirement. The optimal insurance coverage evolves depending on life stages and financial conditions. It is challenging for busy working families to adjust the balance between insurance and investment while choosing the most suitable insurance products. The new service will advise when and which insurance users should subscribe, considering the life stages and financial conditions. The insurance assessment and application process will be completed online, and the service is available for busy working families whenever it is convenient for them. Main features of the service: Visualizes the needed amount in case of contingencies in about 3 minutes: The company provides a life plan simulator for free to assess the coverage amount needed in case of contingencies. The estimated amount needed will be automatically calculated by entering data on yourself and family as well as answering questions about life plan. It takes about 3 minutes for the simulation; Suggests an optimal insurance product to cover the financial shortage: The service suggests an optimal insurance product for the user based on the assessment by the life plan simulator. The service chooses the most suitable product among insurance products offered by FWD Life Insurance Company and Zurich Life Insurance Japan Company. The company mediates life insurance contracts between users and life insurance companies as an insurance agency, and it does not hold an authority of agency or notice of acceptance. Users visit the website of an insurance companies to complete the application process. The data entered in the life plan simulator and the suggested insurance product are to be transferred to the insurance companies so that the application process would be easier and more convenient for users. User-friendly interface /Customer support via telephone: The service interface is simple and easy to use. In addition, users can contact customer support through telephone.
お知らせ • Mar 07WealthNavi Inc. to Report Q1, 2024 Results on May 15, 2024WealthNavi Inc. announced that they will report Q1, 2024 results on May 15, 2024
お知らせ • Mar 04WealthNavi Inc. announced that it has received ¥15.65098 billion in funding from Mitsubishi UFJ Financial Group, Inc.On March 4, 2024, WealthNavi Inc. closed the transaction.
お知らせ • Feb 15WealthNavi Inc. announced that it expects to receive ¥15 billion in funding from Mitsubishi UFJ Financial Group, Inc.WealthNavi Inc. announced a private placement to issue common shares for the gross proceeds of ¥15,000,000,000 on February 13, 2024. The transaction will include participation from new investor Mitsubishi UFJ Financial Group, Inc. The investor is expected to take a stake of more than 15% through a private placement, making WealthNavi an equity-method affiliate.
お知らせ • Feb 14WealthNavi Inc., Annual General Meeting, Mar 26, 2024WealthNavi Inc., Annual General Meeting, Mar 26, 2024.
お知らせ • Jan 22WealthNavi Inc. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2023WealthNavi Inc. revised earnings guidance for the fiscal year ending December 31, 2023. For the period, the company revised Operating revenue forecast from JPY 7,717 million to JPY 8,167 million and Operating profit forecast from JPY 216 million to JPY 523 million.
お知らせ • Dec 24WealthNavi Inc. to Report Fiscal Year 2023 Results on Feb 14, 2024WealthNavi Inc. announced that they will report fiscal year 2023 results on Feb 14, 2024
お知らせ • Aug 31WealthNavi Inc. to Report Q3, 2023 Results on Nov 10, 2023WealthNavi Inc. announced that they will report Q3, 2023 results on Nov 10, 2023
お知らせ • Aug 11Wealthnavi Inc. Announces Production Design of New "Robo-Nisa"WealthNavi Inc. announced the produce design of New "Robo-NISA," which will be launched in January 2024 in full alignment with New NISA. The New NISA program, which will start in January 2024, has "installment allowance" and "growth allowance" in one NISA account. In order to invest in "installment allowance," users have to make investment through recurring deposits. New 'Robo-NISA" manages both "installment allowance" and 'growth allowance" within a New NISA account automatically. Users need to sign up for automated deposit plan to invest in "installment Allow." The annual management fee is 0% for "installment allowance" while the fees vary between 0.7-1%. In the event of any discrepancy between the Japanese original and this English translation, the Japanese original shall prevail. (0.77-1.1% including tax) for "growth allowance" depending on risk tolerance level. As a result, if investment is made only through automated deposits, the weighted average annual management fees of New NISA will be between 0.63-0.67% (0.693-0.737% including tax) depending on risk tolerance level. If users do not sign up for automated deposits or invest through combination of automated deposits and other deposits, the maximum fees of New NIS will be between 0.7-1% (0.77-1% including tax) depending on risks tolerance level. Please note that the annual fees for taxable and existing NISA accounts remain unchanged at 1% (1.1% including tax). WealthNavi's research on specialist online operators (as of June 2023) which is based on the Japan Investment Advisers Association, "Contact Asset Status" - sections "Wrap Accounts" and "Discretionary Accounts" (as of March 2023). In addition, the loyalty program is available for users of direct service, which offers discounted fees depending on the period of service use and asset size. With the program, the annual management fee for "growth allowance" comes down to 0.6-0.9% (0.66-0.99% including tax) and the weighted average annual management fees for New NISA account will be between 0.54-0.60% (0.594-0.0% including tax). WealthNav sets lower fee level for New NISA accounts to promote New NISA. The NewNISA program, which will start In January 2024, has "installation allowance" and "growth allowance") in one NISA account. in order to invest in "installation allowance," users have to make investments through recurring deposits. New "Robo-NSA" manages both "installment Allow" and "growth allowance" within a NewNISA account automatically. Users need To sign up for automated deposit plan To sign up for automated deposit plans to invest in "installment allowances." The annual management fee is 0% for "installment allowance " while the fees vary between 0.,7-1%. In the events of any discrepancy between the Japanese Original and this English translation, the Japan original shall prevail. (0.,77-1.1%including tax) for "growth allowance") depending on risk tolerance level.
お知らせ • Jun 03WealthNavi Inc. to Report Q2, 2023 Results on Aug 10, 2023WealthNavi Inc. announced that they will report Q2, 2023 results on Aug 10, 2023
お知らせ • Feb 10WealthNavi Inc., Annual General Meeting, Mar 24, 2023WealthNavi Inc., Annual General Meeting, Mar 24, 2023.
お知らせ • Jan 20WealthNavi Inc. Revises Full-Year Earnings Forecast for the Fiscal Year Ending December 31, 2022WealthNavi Inc. revised full-year earnings forecast for the fiscal year ending December 31, 2022. For the period, the company is expecting operating revenue of JPY 6,573 Millions as compared to previous forecast of JPY 6,536 Millions and an Operating profit of JPY 209 millions as compared to previous forecast of JPY 45 millions.
お知らせ • Dec 06WealthNavi Inc. to Report Fiscal Year 2022 Results on Feb 10, 2023WealthNavi Inc. announced that they will report fiscal year 2022 results on Feb 10, 2023
