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WealthNavi Inc.

About this app

■ Assets under management exceed 1.9 trillion yen (*1) 460,000 users (*2) No. 1 in assets under management and number of users (*3) - Robo-advisor
WealthNavi is an automated asset management app that diversifies investments across approximately 50 countries and 12,000 securities, aiming for returns that outperform global economic growth.

*1 As of February 25, 2026
*2 Number of users as of December 31, 2025
*3 Based on the Japan Investment Advisers Association's "Contract Asset Status (Latest Version) (as of the end of September 2025) 'Wrap Services' 'Discretionary Investment Management'" comparison of online-only providers. Survey by WealthAdvisor Co., Ltd. (as of December 2025)

■ "Automated NISA" for automatic NISA use
Fully compatible with the new NISA. Easily utilize the advantageous tax-free system.

■ About this app
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● Leave your asset management to us
From selecting financial products to rebalancing (adjusting asset balance), the entire traditional asset management process is automated. Even busy working generations can start asset management without hassle.

● Answer just 5 questions
By answering just 5 questions, we will propose an investment plan tailored to you. We automatically diversify investments across approximately 12,000 securities in about 50 countries worldwide with an asset allocation that maximizes risk and return.

● Start from 10,000 yen
World-class asset management service realized with just your smartphone. Serious asset management can be started from 10,000 yen, and monthly contributions are also available from 10,000 yen.

● Fees linked to assets under management
The fee is only a maximum of 1% per annum (1.1% including tax) of assets under management (*4). There are no fees for each transaction.

*4 Excluding cash. For amounts exceeding 30 million yen, the fee is 0.5% (excluding cash, annual rate, 0.55% including tax). With the new NISA, the fees for assets under management in the regular investment category are zero, the fees for assets under management in the growth investment category are 0.7-1% per annum (0.77-1.1% including tax) depending on your risk tolerance, and the fees for assets under management in the entire new NISA account are a maximum of 1% per annum (1.1% including tax).

● Advanced Support Features
Advanced features such as "Automatic Investment with Rebalancing Function" and "Automatic Tax Optimization (DeTAX)" (*5) support your asset management.
*5 Applies only when certain conditions are met. Does not guarantee that tax burdens will always be deferred.

■ Recommended for those who:
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・Want to start asset management but are worried because they lack financial expertise.

・Are too busy with work to manage their assets themselves.

・Want to start asset management with a small amount to minimize risk.

・Want to start serious asset management for retirement on a managed basis.

■Approximately 30% of our customers are first-time investors
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32% of WealthNavi customers (*6) are first-time investors. While we are highly regarded by those with investment experience, we are also popular with beginners who appreciate that they can "leave their asset management to us."
*6 As of September 30, 2023, this is the percentage of users who answered "No" to the question "Do you have any investment experience in stocks, investment trusts, foreign currency deposits, FX, or bonds?" at the time of application (rounded to the nearest tenth).

■Commitment to Safety and Security
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We support your asset management with robust security measures, including two-factor authentication, prevention of fraudulent transfers, and data encryption.

■Inquiries
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We accept inquiries via the internet through this "Inquiry Form."

https://www.wealthnavi.com/support/inquiry

■Important Notes
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[Risks and Costs Related to Transactions of Financial Products, etc.]
Transactions of financial products offered by our company may result in losses due to fluctuations in interest rates, currency prices, market prices in financial product markets, and other indicators, and there is a risk that the investment principal may fall below the initial investment amount.
Before using our services, please carefully read the pre-contractual disclosure documents, etc.

Risks and Costs Related to Transactions of Financial Products, etc.
https://www.wealthnavi.com/rule/01.html

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WealthNavi Co., Ltd.
Financial Instruments Business Operator, Kanto Local Finance Bureau Director (Financial Instruments) No. 2884
Member Associations: Japan Securities Dealers Association, Japan Asset Management Association
https://www.wealthnavi.com

What’s new

WealthNavi(ウェルスナビ）をご利用いただきありがとうございます。
アップデート内容は以下の通りです。
・軽微な修正を行いました