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Wealthfront's Business Segments
Wealthfront's reported revenue by business segment and by geographic region, quarterly and annual, normalized against the consolidated income statement. Free below: the top 3 rows per table, this quarter and this fiscal year. Subscriber access adds the full segment history and operating income by segment.
Reportable Segments
3
Largest Segment
Asset Management
Total Revenue
$ 92
Regions Reported
-
API endpoints for this dataset
https://api.csimarket.com/api/v1/companies/WLTH/segments
https://api.csimarket.com/api/v1/companies/WLTH/geographic
https://api.csimarket.com/api/v1/companies/WLTH/exposure
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Revenue Share by Reportable Segment -
- Asset Management0%
- Investment Advice59.9%
- Financial Service, Other2.4%
Revenue by Reportable Segment -
| Segment | Revenue (Millions) | % of Total |
|---|---|---|
| Asset Management | $ 125 | - |
| Investment Advice | $ 55 | 59.9% |
| Financial Service, Other | $ 2 | 2.4% |
Annual Results
Revenue Share by Reportable Segment -
- Asset Management0%
- Investment Advice59.9%
- Financial Service, Other2.4%
Revenue by Reportable Segment -
| Segment | Revenue (Millions) | % of Total |
|---|---|---|
| Asset Management | $ 125 | - |
| Investment Advice | $ 55 | 59.9% |
| Financial Service, Other | $ 2 | 2.4% |
Revenue by Product & Service Category -
- Asset Management74.4%
- Investment Advice25.2%
- Financial Service, Other0.4%
Revenue by Product & Service Category -
| Category | Revenue (Millions) | % of Total |
|---|---|---|
| Asset Management | $ 272 | 74.4% |
| Investment Advice | $ 92 | 25.2% |
| Financial Service, Other | $ 1 | 0.4% |
Product and service categories are a supplemental disclosure and are not required to sum to consolidated revenue or to the reportable segments above.
Description of Wealthfront
The Company operates and reports financial information as a single operating segment. The Chief Executive Officer (CEO), serving as the chief operating decision maker (CODM), evaluates company-wide key performance metrics and uses consolidated net income (loss) to allocate resources and assess performance. Resource allocation decisions aim to optimize consolidated financial results. The CODM reviews significant segment expenses consistent with their presentation in the consolidated statements of operations and does not assess segment assets beyond the amounts disclosed in the consolidated balance sheets.