• Wealthfront’s fiscal Q1 2027 earnings call drew CEO David Fortunato, CFO Alan Imberman, VP of IR Matthew Moon, with analysts in Q&A.
• Platform assets rose 19% to $96.6 billion; investment advisory assets climbed 39% to $51.7 billion, while cash management assets increased 3% to $44.9 billion.
• Revenue totaled USD 90.5 million; adjusted EBITDA was USD 37.5 million for a 41% margin; GAAP net income was USD 12.8 million, EPS USD 0.07.
• Management flagged April cash management net withdrawals of USD 577 million from tax seasonality; clients paid over USD 3 billion in estimated tax payments across accounts.
• A March cross-product incentive drove over 4,000 new account openings; asset-weighted cross-product adoption reached about 63% by May end.
• Home Lending expanded to Colorado and Texas; rate lock volume rose about 25% month-over-month in May, with automation of pre-qualification decisioning in progress.
• Cash management fee rate ran 58 bps in the quarter; May end run-rate was 54 bps, or 56 bps on an EFFR-neutral basis.
• Board authorized a USD 100 million buyback; 3,117,000 shares repurchased for about USD 27 million at an average USD 8.66.

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