WealthNavi, Japan's No. 1 Robo-Advisor by Assets Under Management and Number of Users, Exceeds 2 Trillion Yen in Assets Under Management

WealthNavi Inc. (Headquarters: Shinagawa-ku, Tokyo; Representative Director and CEO: Kazuhisa Shibayama; hereinafter "the Company"), which provides "WealthNavi," Japan's No. 1 robo-advisor by assets under management and number of users (*1), announced that its assets under management surpassed 2 trillion yen as of May 11, 2026, approximately 9 years and 9 months since its official release in July 2016.

Assets Under Management Grow Approximately Twofold in Just Over Two Years Since the Launch of New NISA

"WealthNavi," which enables "long-term, cumulative, and diversified" asset management on an automated basis, is utilized by over 500,000 people (*2). With the increase in individuals adopting "long-term, cumulative, and diversified" investment since the launch of the new NISA program in 2024, the Company's assets under management have grown approximately twofold in just over two years (*3).

The Company has been offering "Omakase NISA," which allows automated use of NISA, since 2021 and fully supports the new NISA. "Omakase NISA" is used by over 130,000 people, and the number of users has increased approximately 1.8 times since the launch of the new NISA (*4). The ability to utilize NISA without specialized financial knowledge has gained support, and its use by investment beginners, in particular, has increased. Approximately 70% of customers who started using "Omakase NISA" after the launch of the new NISA had no prior investment experience (*5).

Furthermore, leveraging its strength as a "manufacturing financial institution" where engineers and designers comprise approximately half of the team, the Company offers a "reinvestment" function that allows effective utilization of NISA's tax-exempt limits (*6). The "reinvestment" function was developed in response to customer expectations. By simply setting it up on a smartphone or PC, assets in regular accounts are automatically sold, and assets are purchased in the new NISA account.

Aiming to Solve a Wide Range of Financial Concerns by Utilizing Technology

We will continue to evolve our services as a financial infrastructure that anyone can use safely and for a long time. Recently, we released a group insurance service that allows WealthNavi users to prepare for unforeseen risks with affordable premiums (*7). We are also working to strengthen security with passkeys introduced since September last year, and will continue to provide services that are safer and more convenient to use.

Moreover, we aim to provide a wide range of advice beyond asset management. The "MAP (Money Advisory Platform)" under development will leverage AI and other technologies to solve various money-related concerns. "WealthNavi" and MAP are planned to be offered through a digital bank that we aim to launch jointly with Mitsubishi UFJ Bank in the latter half of fiscal year 2026.

We will continue to support the richer lives of the working generation.

*1 Based on "Contract Asset Status (Latest Version) (as of end of September 2025) 'Wrap Business' 'Discretionary Investment Management Business'" by Japan Investment Advisers Association (Asset Management Association, Japan from April 1, 2026 onwards), comparing online-only providers. Survey by Wealth Advisor Inc. (as of December 2025) *2 Number of users as of end of March 2026. A user refers to a customer with assets under management of 1 yen or more. *3 Assets under management exceeded 1 trillion yen as of January 11, 2024. *4 Comparison of "Omakase NISA" users between end of December 2023 (75,000 people) and end of March 2026 (134,000 people). *5 Among users who started managing assets with WealthNavi's "Omakase NISA" after January 1, 2024, the percentage who answered "No" to the question "Do you have investment experience in stocks, investment trusts, foreign currency deposits, FX, or bonds?" at the time of application (as of end of March 2026). *6 There are two types of reinvestment: reinvestment into growth investment accounts and reinvestment into Tsumitate investment accounts. Reinvestment into Tsumitate investment accounts is not applicable for affiliated services (e.g., WealthNavi for 〇〇). *7 April 13, 2026 press release: "Japan's First (*1) Group Life Insurance 'Wealth Term Insurance' for Users of Discretionary Investment Management Services Launched."

Key Features of Robo-Advisor "WealthNavi"

1. Automated "Long-Term, Cumulative, and Diversified" Asset Management Automates "long-term, cumulative, and diversified" asset management, practiced by high-net-worth individuals and institutional investors worldwide, through the power of technology. Based on theories proposed by Nobel laureates, it diversifies investments into 12,000 brands across approximately 50 countries worldwide through carefully selected ETFs (Exchange Traded Funds). Everything from asset allocation decisions to ordering, accumulation, rebalancing, and tax optimization is performed automatically. The asset management algorithm is publicly available in a white paper, which can be viewed by anyone on the website.

2. Service for the Busy Working Generation Mainly used by the working generation in their 20s to 50s. Five questions from smartphone or PC.