ウェルスナビで全自動の資産運用を

■ Assets under management exceed 2 trillion yen (*1), currently used by 500,000 people (*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 May 11, 2026

*2 Number of users as of March 31, 2026

*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" - NISA is automatically available

Fully compatible with the new NISA. Easily utilize this 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, there are no fees for assets under management in the regular investment category, and fees for assets under management in the growth investment category range from 0.7% to 1% per annum (0.77% to 1.1% including tax) depending on your risk tolerance. The total fee for assets under management in the new NISA account is 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 Applicable only when certain conditions are met. It 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 by leaving it to others.

・Want to start NISA but are stuck on choosing products. * I don't have much knowledge about investing, but I'd like to start serious asset management on a hands-off basis.

* I want to make better use of my NISA allowance, but gathering information and trading is troublesome, so I keep putting it off.

* I want to start asset management while minimizing risk through diversified investment.

* I'm worried about whether I can make full use of NISA's two tax-free allowances (installment investment allowance/growth investment allowance).

* In addition to bank deposits and savings, I'd like to try asset management, even with small amounts.

* I feel uneasy about NISA being limited to stocks only.

* I want to start asset management that is easy to continue with, requiring as little effort as possible.

* I want to manage my assets flexibly according to my life plan and financial situation.

■ 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 Percentage of fund managers as of September 30, 2023, who answered "No" to the question "Do you have experience investing in stocks, investment trusts, foreign currency deposits, FX, or bonds?" at the time of application (rounded to one decimal place).

■ Commitment to Safety and Security

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We support your asset management with robust security measures, including the provision of 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 Financial Product Transactions]

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 of the investment principal falling below the initial investment amount.

Please carefully read the pre-contractual disclosure documents before using our services.

Risks and Fees Related to Transactions in Financial Products

https://www.wealthnavi.com/rule/01.html

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WealthNavi Co., Ltd.

Financial Instruments Business Operator, Kanto Local Finance Bureau (Financial Instruments) No. 2884

Member Associations: Japan Securities Dealers Association, Japan Asset Management Association

https://www.wealthnavi.com