| CUSTODY-REQUIREMENTS-WEALTHFRONT-BROKERAGE-LLC |
CUSTODY-REQUIREMENTS-WEALTHFRONT-BROKERAGE-LLC |
85%
|
us year, repayment of that capital to Wealthfront Corporation would result in the original capital contribution being considered a loan, leading to adverse net capital consequences for Wealthfront Br… |
| XYF |
X Financial |
72%
|
, including difficulties identifying and managing added complexity to our organization, loss of clients, difficulties in attracting or retaining talent, or other operational difficulties, any of whic… |
| XYF |
X Financial |
72%
|
Reciprocal relationship from XYF graph: Reciprocal relationship from WLTH graph: , including difficulties identifying and managing added complexity to our organization, loss of clients, difficulties … |
| AI-TECHNOLOGIES |
AI-TECHNOLOGIES |
62%
|
th data rights and protection. The legal and regulatory landscape surrounding AI Technologies is rapidly evolving and uncertain, including with respect to intellectual property ownership and license … |
| CO-LLC |
CO-LLC |
62%
|
Incident Management and BCP/DR policies, ensuring that security is integrated into the software development lifecycle. Third-Party Risk: We maintain a Third-Party Risk Management Policy and conduct s… |
| DELAWARE-GENERAL-CORPORATION |
DELAWARE-GENERAL-CORPORATION |
62%
|
d approximately $140.9 million to satisfy federal and state tax withholding and remittance obligations in connection with the net settlement of a portion of the RSUs outstanding as of October 31, 202… |
| IF-WEALTHFRONT-BROKERAGE-LLC |
IF-WEALTHFRONT-BROKERAGE-LLC |
62%
|
LLC to comply with applicable regulation could therefore have a material adverse effect on our business. Even if an investigation or proceeding did not result in a sanction or the sanction imposed ag… |
| J-P-MORGAN-SECURITIES-LLC |
J-P-MORGAN-SECURITIES-LLC |
62%
|
Incident Management and BCP/DR policies, ensuring that security is integrated into the software development lifecycle. Third-Party Risk: We maintain a Third-Party Risk Management Policy and conduct s… |
| NET-CAPITAL-REQUIREMENTS-WEALTHFRONT-BROKERAGE-L |
NET-CAPITAL-REQUIREMENTS-WEALTHFRONT-BROKERAGE-L |
62%
|
LLC to comply with applicable regulation could therefore have a material adverse effect on our business. Even if an investigation or proceeding did not result in a sanction or the sanction imposed ag… |
| UNIFIED-NATIONAL-MORTGAGE-LLC |
UNIFIED-NATIONAL-MORTGAGE-LLC |
62%
|
als. To the extent our existing clients are unable or unwilling to refer others to our platform, whether due to complaints, dissatisfaction, or other factors that may be outside of our control (inclu… |
| U-S-VIRGIN-ISLANDS-WEALTHFRONT-BROKERAGE-LLC |
U-S-VIRGIN-ISLANDS-WEALTHFRONT-BROKERAGE-LLC |
62%
|
restrictions (in addition to the fiduciary duty described above), including, among other things: requirements to maintain written, effective, and comprehensive compliance policies and procedures reas… |
| WEALTHFRONT-ADVISERS-LLC |
WEALTHFRONT-ADVISERS-LLC |
62%
|
h equivalents Cash and cash equivalents $ 440,805 $ 142,860 $ 86,721 Cash segregated and on deposit for regulatory purposes 10,375 9,083 6,461 Restricted cash and cash equivalents in other noncurrent… |
| WEALTHFRONT-ADVISERS-LLC-WEALTHFRONT-STRATEGIES- |
WEALTHFRONT-ADVISERS-LLC-WEALTHFRONT-STRATEGIES- |
62%
|
sting and new legislation, as well as their amendments, interpretations, and applications, may add additional complexity, variation in requirements, restrictions, and potential legal risk, require ad… |
| WEALTHFRONT-BROKERAGE-LLC |
WEALTHFRONT-BROKERAGE-LLC |
62%
|
h equivalents Cash and cash equivalents $ 440,805 $ 142,860 $ 86,721 Cash segregated and on deposit for regulatory purposes 10,375 9,083 6,461 Restricted cash and cash equivalents in other noncurrent… |
| WEALTHFRONT-BROKERAGE-LLC-WEALTHFRONT-ADVISERS-L |
WEALTHFRONT-BROKERAGE-LLC-WEALTHFRONT-ADVISERS-L |
62%
|
Additionally, financial industry regulators apply particular scrutiny toward privacy and cybersecurity. The primary federal financial privacy law, the 10 Table of Contents Gramm-Leach-Bliley Act of 1… |
| WEALTHFRONT-BROKERAGE-LLC-WEALTHFRONT-HOME-LENDI |
WEALTHFRONT-BROKERAGE-LLC-WEALTHFRONT-HOME-LENDI |
62%
|
s and Operating Expenses Fiscal Year Ended January 31, (in thousands, except percentages) 2026 2025 $ Change % Change Cost of revenue $ 38,007 $ 30,964 $ 7,043 23 % Product development 212,437 64,515… |
| WEALTHFRONT-HOLDINGS |
WEALTHFRONT-HOLDINGS |
62%
|
rs because including them would have been antidilutive (outstanding): Fiscal Year Ended January 31 2026 2025 Liability-classified common stock warrant — 60,000 Series G Warrant — 251,750 Dual-trigger… |
| WEALTHFRONT-HOLDINGS-LLC |
WEALTHFRONT-HOLDINGS-LLC |
62%
|
rs because including them would have been antidilutive (outstanding): Fiscal Year Ended January 31 2026 2025 Liability-classified common stock warrant — 60,000 Series G Warrant — 251,750 Dual-trigger… |
| WEALTHFRONT-HOME-LENDING-LLC |
WEALTHFRONT-HOME-LENDING-LLC |
62%
|
rs because including them would have been antidilutive (outstanding): Fiscal Year Ended January 31 2026 2025 Liability-classified common stock warrant — 60,000 Series G Warrant — 251,750 Dual-trigger… |
| WEALTHFRONT-SOFTWARE-LLC |
WEALTHFRONT-SOFTWARE-LLC |
62%
|
s and Operating Expenses Fiscal Year Ended January 31, (in thousands, except percentages) 2026 2025 $ Change % Change Cost of revenue $ 38,007 $ 30,964 $ 7,043 23 % Product development 212,437 64,515… |
| WEALTHFRONT-STRATEGIES-LLC |
WEALTHFRONT-STRATEGIES-LLC |
62%
|
in the form of advisory fees that the Fund pays to Wealthfront Strategies, LLC. If clients or regulators believe that our operation of the Fund raises conflicts of interest that are not appropriately… |
| WELLS-FARGO-SECURITIES-LLC |
WELLS-FARGO-SECURITIES-LLC |
62%
|
s and Operating Expenses Fiscal Year Ended January 31, (in thousands, except percentages) 2026 2025 $ Change % Change Cost of revenue $ 38,007 $ 30,964 $ 7,043 23 % Product development 212,437 64,515… |
| WFC |
Wells Fargo & Company |
62%
|
Reciprocal relationship from WFC graph: Reciprocal relationship from WLTH graph: Reciprocal relationship from WFC graph: Reciprocal relationship from WLTH graph: s and Operating Expenses Fiscal Year … |
