Wealthfront Reports September 2026 Monthly Metrics
Key Highlights
- ➤Total platform assets $100.5 billion, up 9% year-over-year
- ➤Total net deposits $532 million in September, including $338 million investment advisory
- ➤Investment advisory assets $55.2 billion, up 24% year-over-year
- ➤Funded clients 1.54 million, up 13% year-over-year
- ➤Wealthfront expects roughly $1.2 million in one-time F3Q27 employer tax expenses
Expert Statements
David Fortunato, CEO of Wealthfront
“We drove strong Net Deposits across the platform in September, reflecting the strength of our best-in-class products that give clients smart, reliable ways to build wealth across various macroeconomic environments.”
David Fortunato, CEO of Wealthfront
“September marked our third consecutive month of positive Cash Net Deposits.”
David Fortunato, CEO of Wealthfront
“In the second half of the month, Cash Net Deposits benefited from a higher Cash Account APY after we immediately passed along the 25 basis point Fed rate hike, which was partially offset by clients making quarterly cash tax payments during the month.”
David Fortunato, CEO of Wealthfront
“We remain focused on driving cross-product adoption in transition environments like we are in today, including by building on our proven success with client incentives that helped lift asset-weighted cross-product adoption month-over-month to just under 64% at the end of September.”
PALO ALTO, Calif., Oct. 06, 2026 (GLOBE NEWSWIRE) -- Wealthfront Corporation (Nasdaq: WLTH) today reported select monthly metrics for September 2026.
“We drove strong Net Deposits across the platform in September, reflecting the strength of our best-in-class products that give clients smart, reliable ways to build wealth across various macroeconomic environments,” said CEO David Fortunato. “September marked our third consecutive month of positive Cash Net Deposits. In the second half of the month, Cash Net Deposits benefited from a higher Cash Account APY after we immediately passed along the 25 basis point Fed rate hike, which was partially offset by clients making quarterly cash tax payments during the month. We remain focused on driving cross-product adoption in transition environments like we are in today, including by building on our proven success with client incentives that helped lift asset-weighted cross-product adoption month-over-month to just under 64% at the end of September.” * Total Platform Assets at the end of September 2026 were $100.5 billion, relatively flat since the end of August 2026 and an increase of 9% year-over-year. * Cash Management Assets at the end of September 2026 were $45.3 billion, relatively flat since the end of August 2026 and a decrease of 4% year-over-year. * Investment Advisory Assets at the end of September 2026 were $55.2 billion, a decrease of 1% from the end of August 2026 and an increase of 24% year-over-year.
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