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    Financial Services

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    Asset Management
WealthNavi Inc.

WealthNavi Inc.

WNAVF
WealthNavi Inc.US flagOther OTC
12.00
USD
-1.10
- -
714.40MMarket Cap
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
TTM
Revenue per Share
19.6
40.16
59.16
101.81
137.8
166.5
184.4
Basic EPS, GAAP
-38.29
-53.29
-23.58
-10.85
6.07
7.65
6.05
Free Cash Flow per Basic Share
-59.52
25.31
-25.19
73
-68.53
58.35
- -
Dividend per Share
- -
- -
- -
- -
- -
- -
- -
Book Value per Share
-9.39
-50.71
10.02
38.1
49.38
63.85
215.03
Tangible Book Value per Share
68.27
133.85
160.47
218.08
228.12
243.82
535.37
Basic Weighted Avg Shares
45
39
43
46
48
49
53
Sales/Revenue/Turnover
881
1,553
2,517
4,648
6,573
8,168
9,681
Operating Margin (%)
-195.36
-132.77
-38.89
-9.31
3.19
6.41
7.13
Depreciation Expense
60
55
75
76
80
92
126
Net Income, GAAP
-1,722
-2,061
-1,003
-495
290
375
318
Effective Tax Rate (%)
- -
- -
- -
- -
- -
11.59
11.05
Profit Margin (%)
-195.4
-132.71
-39.86
-10.66
4.41
4.59
3.28
Working Capital
3,980
6,003
6,655
11,290
11,991
12,738
28,767
LT Debt
1,000
1,000
- -
1,500
1,500
1,500
1,500
Total Equity
3,188
5,260
6,917
10,038
10,981
12,158
28,381
Return on Invested Capital (%)
- -
- -
- -
- -
- -
3.52
2.84
Return on Capital (%)
- -
- -
- -
- -
- -
- -
- -
Return on Common Equity (%)
- -
- -
- -
-45.75
14.15
13.68
4.52

Capital Structure

FRC

•

in mil. unless spec.
Dec'23
Mar'24
Jun'24
ST Debt
- -
- -
- -
LT Borrowings
1,500
1,500
1,500
LT Finance Leases
- -
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
49
59
59
Market Capitalization
- -
84,895
81,570

Working Capital

FRC

•

in mil. unless spec.
Dec'23
Mar'24
Jun'24
Total Current Assets
31,318
44,495
47,661
Cash, Cash Equivalents & STI
16,388
29,847
31,891
Accounts Receivable, Net
- -
- -
- -
Inventories
- -
- -
- -
Total Current Liabilities
18,579
16,048
18,893
Payables & Accruals
- -
- -
- -
ST Debt
- -
- -
- -
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
32.35%
10.72%
Free Cash Flow
- -
-228.54%
-187.57%
Net Income, GAAP
- -
-42.23%
29.54%
Sales/Revenue/Turnover
- -
57.73%
24.26%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2022
1,462
1,631
1,715
1,766
6,573
2023
1,769
1,941
2,184
2,274
8,168
2024
2,478
2,745
- -
- -
- -

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2022
-0.73
- -
- -
- -
6.07
2023
-0.52
- -
- -
- -
7.65
2024
-2.29
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2022
- -
- -
- -
- -
- -
2023
- -
- -
- -
- -
- -
2024
- -
- -
- -
- -
- -

Company Description

APIChat
CEO
Kazuhisa Shibayama
Full Time Employees
170
Sector
Financial Services
Industry
Asset Management
Address
Shibuya Higashiguchi Building Tokyo Japan 150-0002
IPO Date
Apr 7, 2022
Website
wealthnavi.com
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Business
WealthNavi Inc. is a Tokyo-based fintech company specializing in automated digital wealth management and robo-advisory services. The company offers a cloud-based platform that provides fully automated, long-term, funded, and diversified asset management solutions, including portfolio construction, automatic ordering, rebalancing, and tax optimization, primarily investing in global exchange-traded funds (ETFs) across multiple asset classes. WealthNavi also provides digital insurance advisory services and personalized financial planning tools designed for working generations and individuals preparing for retirement. Founded in 2015, WealthNavi serves a broad customer base in Japan and targets retail investors with its user-friendly online platform. Recently, WealthNavi has entered into a strategic capital and business alliance with Mitsubishi UFJ Financial Group (MUFG), which included a significant equity acquisition by MUFG in late 2024. This alliance aims to broaden WealthNavi's reach through MUFG’s customer base and to develop a comprehensive Money Advisory Platform scheduled for launch in 2025, integrating asset management with broader financial services such as loans, insurance, and pension planning. Additionally, WealthNavi has expanded into life insurance product advisory linked to NISA (Nippon Individual Savings Account) accounts, alongside maintaining double-digit growth in assets under management, which surpassed one trillion yen as of early 2024. The company was delisted from the Tokyo Stock Exchange Growth Market in March 2025 following the MUFG acquisition. WealthNavi continues to innovate in fintech by blending AI-driven investment management with holistic financial advisory services to strengthen its leadership in Japan’s digital wealth management sector.