WealthNavi Inc. (Headquarters: Shinagawa-ku, Tokyo; CEO: Kazuhisa Shibayama; hereinafter "the Company"), the provider of WealthNavi, Japan's No. 1 robo-advisor by assets under management and number of users (*1), is pleased to announce that as of July 7, 2026, its assets under management have surpassed 2.1 trillion yen.

The robo-advisor WealthNavi is a service that automatically implements "long-term, recurring, and diversified" asset management based on theories advocated by Nobel laureates. It is highly regarded for its functionality, transparency, and simple fees, and is gaining support from the working generation. Usage through partner companies with strong customer bases is also expanding.

WealthNavi was launched in 2016 and celebrates its 10th anniversary this year. Currently, it is used by over 500,000 customers (*2). We are committed to evolving our services to meet the diverse needs of our customers. In April of this year, we launched a group insurance service for WealthNavi users (*3). We provide comprehensive support for the "preparation for the unexpected" and "preparation for the future" of the working generation.

We will continue to strive for the widespread adoption of "long-term, recurring, and diversified" asset management through the provision of the robo-advisor WealthNavi. Furthermore, through the MAP (Money Advisory Platform) currently under development, we aim to solve various money-related concerns and support a richer life for the working generation.

*1 Based on "Asset Management Status (Latest Version) (as of the end of March 2026) 'Wrap Services' 'Discretionary Investment Management Business'" by the Investment Trusts Association, Japan, comparing online-only providers. Survey by Welth Advisor Inc. (as of June 2026).

*2 Number of users as of the end of March 2026. Users are defined as customers with assets under management of 1 yen or more.

*3 Press release dated April 13, 2026, "Japan's First (*1) Group Term Life Insurance 'Wealth Term Insurance' for Discretionary Investment Service Users Now Available."

Key Features of Robo-Advisor WealthNavi

1. Automates "Long-Term, Recurring, and Diversified" Asset Management

Automates "long-term, recurring, and diversified" asset management, practiced by wealthy individuals and institutional investors worldwide, using the power of technology. Based on theories advocated by Nobel laureates, it diversifies investments across approximately 12,000 issues in about 50 countries worldwide through carefully selected ETFs (Exchange Traded Funds). It automates everything from asset allocation decisions to order placement, recurring investments, rebalancing, and tax optimization.

The asset management algorithm is published in a white paper and is available to anyone on our website.

2. Service for Busy Working Generations

Primarily used by the working generation, aged 20s to 50s. By answering five questions via smartphone or PC, it proposes a personalized investment plan and allows users to check their asset status at any time. It enables busy working individuals to easily manage their assets for the future during their spare time.

3. Supports Comfortable Asset Management with Diverse Features

We support our customers' comfortable asset management with a variety of features, including "Omakase NISA" which allows asset management while utilizing the tax benefits of NISA (Nippon Individual Savings Account), "Life Plan" which supports achieving asset management goals, and "MiliTore (Small-lot ETF Trading Function)" which achieves an optimal portfolio even with small amounts. Patents have been obtained for core technologies such as "Automatic Recurring Investment with Rebalancing Function" and "Automatic Tax Optimization (DeTAX) Function*".

* The application of Automatic Tax Optimization (DeTAX) is subject to conditions and does not guarantee the deferral of tax burdens.

4. Fees Capped at 1% Annually, Even More Advantageous with NISA

Fees are a maximum of 1% per annum of assets under management (1.1% including tax) (*1). When using NISA, fees are reduced depending on usage. In a simulation of deposits made solely through automatic recurring investments, the fees for a new NISA account are approximately 0.63% to 0.67% per annum of assets under management (0.693% to 0.733% including tax) (*2).

*1 Excluding cash portion. A discounted fee of 0.5% per annum (0.55% including tax) applies to assets under management exceeding 30 million yen, excluding the cash portion.

*2 Simulation assuming that only deposits are made through automatic recurring investments and the ratio of balances in the "Tsumitate Investment Framework" and "Growth Investment Framework" remains unchanged after deposit. If the asset valuation fluctuates due to market changes, the fees for the entire NISA account will also fluctuate. For the old NISA up to 2023, the fee is 1% per annum (1.1% including tax).

Company Overview

Company Name: WealthNavi Inc.

Representative: Kazuhisa Shibayama, Representative Director and CEO

Established: April 28, 2015

Location: Gotanda JP Building 9F, 8-4-13 Nishi-Gotanda, Shinagawa-ku, Tokyo

Capital: 12,261,167,438 yen *As of December 31, 2025

URL: https://corp.wealthnavi.com/

Business Activities: Financial Instruments Business

Kanto Local Finance Bureau (Kinsho) No. 2884

Memberships: Japan Securities Dealers Association

Investment Trusts Association, Japan

Japan Financial Futures and East Asia Payment Services Association

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  • Source: PR TIMES
  • Category: 業績