Wealthfront Corporation

NasdaqGS:WLTH Stock Report

Market Cap: US$1.4b

Wealthfront Management

Management criteria checks 2/4

Wealthfront's CEO is David Fortunato, appointed in Jul 2019, has a tenure of 6.75 years. total yearly compensation is $14.99M, comprised of 3.3% salary and 96.7% bonuses, including company stock and options. directly owns 1.23% of the company’s shares, worth $17.19M. The average tenure of the management team and the board of directors is 6.6 years and 5.1 years respectively.

Key information

David Fortunato

Chief executive officer

US$15.0m

Total compensation

CEO salary percentage3.30%
CEO tenure6.8yrs
CEO ownership1.2%
Management average tenure6.6yrs
Board average tenure5.1yrs

Recent management updates

Recent updates

Wealthfront: $94 Billion In AUM And Just Getting Started

Mar 28

Digital Native Client Base And Automation Will Drive Long Term Upside Potential

Catalysts About Wealthfront Wealthfront is a digital wealth platform that uses automation to provide cash management, investing and home lending products at low cost to individual clients. What are the underlying business or industry changes driving this perspective?

Narrow Digital Native Focus And Fee Compression Will Challenge Growth Yet Long Term Potential Remains

Catalysts About Wealthfront Wealthfront is a digital financial services company that provides automated cash management, investing and home lending products to help clients turn savings into long term wealth. What are the underlying business or industry changes driving this perspective?

Digital Native Client Base And Product Expansion Will Drive Long Term Earnings Power

Catalysts About Wealthfront Wealthfront is a digital wealth management platform that offers automated investing, cash management and home lending to primarily younger, tech-focused clients. What are the underlying business or industry changes driving this perspective?

CEO Compensation Analysis

How has David Fortunato's remuneration changed compared to Wealthfront's earnings?
DateTotal CompensationSalaryCompany Earnings
Jan 31 2026n/an/a

-US$42m

Oct 31 2025n/an/a

US$124m

Jul 31 2025n/an/a

US$123m

Apr 30 2025n/an/a

US$159m

Jan 31 2025US$15mUS$495k

US$194m

Compensation vs Market: David's total compensation ($USD14.99M) is above average for companies of similar size in the US market ($USD5.40M).

Compensation vs Earnings: Insufficient data to compare David's compensation with company performance.


CEO

David Fortunato (39 yo)

6.8yrs
Tenure
US$14,988,119
Compensation

Mr. David Fortunato has been the Chief Executive Officer and Director at Wealthfront Corporation since March 2021 and serves as its President since July 2019. Mr. Fortunato joined the Wealthfront Corporati...


Leadership Team

NamePositionTenureCompensationOwnership
Andrew Rachleff
Co-Founder & Independent Chairman19.2yrsno data11.46%
$ 159.7m
David Fortunato
President6.8yrsUS$14.99m1.23%
$ 17.2m
Julien Wetterwald
Chief Technology Officer6.6yrsUS$5.22m0.48%
$ 6.7m
Kal Iyer
Vice President of Engineering7.8yrsUS$5.23m0.18%
$ 2.4m
Alan Imberman
CFO & Treasurer5yrsno data0.26%
$ 3.6m
Lauren Lin
Chief Legal Officer6.2yrsno data0.094%
$ 1.3m
Jamie Kelly
Vice President of Marketingno datano datano data
Andrew Crocco
Vice President of People Operations1.3yrsno datano data
Jamie Coffey
President & CEO of Wealthfront Brokerage9.3yrsno datano data
Meir Statman
Advisorno datano datano data
Larry Cohen
Advisorno datano datano data
6.6yrs
Average Tenure
43yo
Average Age

Experienced Management: WLTH's management team is seasoned and experienced (6.6 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Andrew Rachleff
Co-Founder & Independent Chairman19.2yrsno data11.46%
$ 159.7m
David Fortunato
President5.1yrsUS$14.99m1.23%
$ 17.2m
Kenneth A. Goldman
Independent Director5yrsno data0.060%
$ 841.8k
L. Wilson
Independent Director1yrno data0.0042%
$ 58.9k
Michelangelo Volpi
Lead Independent Director12.5yrsno datano data
Jason Kilar
Independent Director8.5yrsno data0.41%
$ 5.8m
Jaleh Bisharat
Independent Director5.1yrsno data0.011%
$ 157.3k
Michael Schmidt
Independent Directorless than a yearno data0.0014%
$ 19.6k
5.1yrs
Average Tenure
60yo
Average Age

Experienced Board: WLTH's board of directors are considered experienced (5.1 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/01 11:47
End of Day Share Price 2026/04/01 00:00
Earnings2026/01/31
Annual Earnings2026/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Wealthfront Corporation is covered by 9 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullCitizens JMP Securities, LLC
Devin RyanCitizens JMP Securities, LLC
James YaroGoldman Sachs