Company WealthNavi Inc.

Equities

7342

JP3155360005

Financial Technology (Fintech)

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

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Quarterly earnings - Rate of surprise

Sector Financial Technology (Fintech) (NEC)

Delayed Japan Exchange Other stock markets 02:00:00 2024-06-07 am EDT			5-day change	1st Jan Change
1,236 ^JPY	+4.66%		+6.00%	-36.62%

May. 07	WealthNavi Inc. Launches an Online Insurance Advisory Service	CI
Apr. 15	WealthNavi Disposes Shares Worth 156 Million Yen as Restricted Stock Compensation	MT

WealthNavi Inc is a Japan-based company mainly engaged in the development and provision of robo-advisors that fully automate asset management. The Company is engaged in the provision of robo-advisor WealthNavi, a service that fully automates long-term, funded and diversified asset management for the working generations after retirement. The WealthNavi has features such as automates all long-term, funded and diversified asset management and provides it online, with functions such as automatic tax optimization function, automatic fund with rebalancing function, and asset management advice function by artificial intelligence (AI), as well as objective algorithms, and simple fees.

Number of employees: 170

JPY in Million	2022	Weight	2023	Weight	Delta
Robo-advisor 100.0 %	6,573	100.0 %	8,168	100.0 %	+24.26%

JPY in Million	2022	Weight	2023	Weight	Delta
Japan 100.0 %	6,573	100.0 %	8,168	100.0 %	+24.26%

Managers	Title	Age	Since
Kazuhisa Shibayama FOU	Founder	46	15-04-27
Gaku Hirose DFI	Director of Finance/CFO	45	18-12-31
Ken Okamoto CTO	Chief Tech/Sci/R&D Officer	-	-
Shinsuke Mitsui SAM	Sales & Marketing	-	-
Tomohide Hoshina PRN	Corporate Officer/Principal	-	-
Fumiaki Ushiyama PRN	Corporate Officer/Principal	-	15-11-30

Members of the board	Title	Age	Since
Sumito Togo BRD	Director/Board Member	43	20-03-31
Yukihiko Fujimoto BRD	Director/Board Member	70	18-11-30
Gaku Hirose DFI	Director of Finance/CFO	45	18-12-31
Kazuhisa Shibayama FOU	Founder	46	15-04-27
Eriko Matsuno BRD	Director/Board Member	55	15-09-30
Akira Enomoto BRD	Director/Board Member	71	18-04-30
Masaki Ogawa BRD	Director/Board Member	-	-

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	59,064,666	47,268,671 ( 80.03 %)	9,036 ( 0.0153 %)	80.03 %

Name	Equities	%	Valuation
Kazuhisa Shibayama 17.87 %	10,533,597	17.87 %	97 M ¥
MITSUBISHI UFJ FINANCIAL GROUP, INC 15.45 %	9,110,000	15.45 %	83 M ¥
Greyhound Capital Management LLP 5.085 %	2,998,100	5.085 %	27 M ¥
JPMorgan Asset Management (Japan) Ltd. 3.144 %	1,853,500	3.144 %	17 M ¥
Carne Global Fund Managers (Ireland) Ltd. 0.7117 %	419,570	0.7117 %	4 M ¥
Architas Multi-Manager Europe Ltd. 0.3347 %	197,300	0.3347 %	2 M ¥
Chikara Investments LLP 0.3194 %	188,290	0.3194 %	2 M ¥
Jackson National Asset Management LLC 0.2380 %	140,300	0.2380 %	1 M ¥
Wealthnavi Restricted Stock Compensation Plan 0.1511 %	89,100	0.1511 %	816 460 ¥
JPMorgan Asset Management (Asia Pacific) Ltd. 0.0792 %	46,700	0.0792 %	427 931 ¥

Name	Equities	%	Valuation
ISHARES GOLD TRUST 0.81%	5,249,427	0.81%	231,552,225 $
WEALTHNAVI INC. 0.01%	5,500	0.01%	50,399 $

WealthNavi, Inc.

Shibuya East Exit Building, 9/F 2-22-3 Shibuya

150-0002, Tokyo

http://www.wealthnavi.com

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ESG Refinitiv

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Technology

Financial Technology (Fintech) & Infrastructure

Financial Technology (Fintech) & Infrastructure

Financial Technology (Fintech)

Financial Technology (Fintech) (NEC)

	1st Jan change	Capi.
WEALTHNAVI INC.	-36.62%	447M
INTUIT INC.	-8.38%	160B
FIDELITY NATIONAL INFORMATION SERVICES, INC.	+27.14%	42.48B
ADYEN N.V.	+5.79%	41.61B
ROBINHOOD MARKETS, INC.	+80.22%	20.19B
FUTU HOLDINGS LIMITED	+40.00%	10.55B
AFFIRM HOLDINGS, INC.	-36.53%	9.64B
HITHINK ROYALFLUSH INFORMATION NETWORK CO., LTD.	-28.64%	8.31B
PB FINTECH LIMITED	+62.25%	6.99B
STONECO LTD.	-25.01%	4.18B

Financial Technology (Fintech) (NEC)