# Matthew Moon

Type: Person

Source: Finance Intelligence Brief — https://getfinancebrief.com/entity/matthew-moon
Canonical HTML page: https://getfinancebrief.com/entity/matthew-moon

## Timeline

- **2026-03-11**: Q4 Earnings Call — CEO David Fortunato details home lending expansion and WLTX X performance.
- **2026-02-16**: Deposit Recovery — Cumulative net deposits turned positive following a period of seasonal outflows.
- **2026-01-31**: Fiscal Year End — Platform assets hit $94.1B with 1.42M funded clients.
- **2026-01-01**: APY Incentive Launch — Increased base APY to 3.3% and introduced 25bps incentive for direct depositors.

## Recent coverage (1 stories)

### Wealthfront Hits $94B Assets as Clients Pivot from Cash to Investments
2026-03-12 00:37:13 · Sentiment: Bullish · Impact: 6/10 · Sources: 2

Wealthfront reported a 17% increase in total platform assets to $94.1 billion for fiscal year 2026, fueled by a 29% surge in investment advisory assets. Despite Q4 net outflows in cash management, the firm is successfully converting savers into long-term investors while expanding into home lending.
Full story: https://getfinancebrief.com/story/wealthfront-q4-2026-earnings-analysis

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