Wealthfront offers wealth management services, including high-yield cash accounts, automated investing, and strategies for investing in US Treasuries. The service focuses on helping individuals manage their investments and savings effectively, self-described as a leading provider.

Wealthfront

OnePlan offers an AI-enabled Strategic Portfolio, Financial, Resource, and Work Management Platform that connects with various tools for a complete view into all work across an enterprise. They provide solutions for strategic portfolio management, adaptive project portfolio management, and professional service automation, among others.

OnePlan

Ares Wealth Management Solutions empowers advisors to incorporate private markets investing into their practice with hands-on guidance and education. The firm aims to make private markets more accessible to their clients through a suite of investment solutions.

Ares Wealth Management Solutions

Bank of Tennessee provides personal and business banking services, including checking accounts, loans, and wealth management services.

Metric
Company Name	Wealthfront	OnePlan	Ares Wealth Management Solutions	Bank of Tennessee
Symbol
MSH ID	COM:WEALTHFRONT	AI:ONEPLAN	COM:ARESWMS	COM:BANKOFTENNESSEE
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Technology	Financial Services & Finance	Financial Services & Finance
Industry	Fintech	Software Development	Investment Management	Banking
Country	US	US	US	US
Stage
Employee Count
Website	wealthfront.com	oneplan.ai	areswms.com	bankoftennessee.com
LinkedIn
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic	47.77K	2.09K	85.17K
Web Traffic Growth	16.90	26.49	-0.53
Valuation
Raised Capital

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
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Operating Income
Net Income
EPS
Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

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Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

COM:WEALTHFRONT

Wealthfront

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

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Asset Turnover

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Free Cash Flow Yield

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Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue