US IPOs and Secondary Offerings, IPO Boutique

IPO Boutique

For more than 20 years, we have been providing research, analysis, commentary and ratings on US Equity Capital Markets to institutional investors (US IPOs and Secondary Offerings). Our vast network of contacts across the Equity Capital Markets and attention-to-detail sets us apart from our competitors.

Since 2012, we have achieved a successful hit rating on 89% of Buy-rated IPOs. The collective “Buy” ratings averaged a first trade of 16.3% above issue.Our Neutral Rated Deals averaged just 2% above the issue price at first trade.

Our written research includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

In addition, we provide a high-touch premium desk access which includes analyst access, as well as real time insights on US IPOs as well as secondary offerings.

US IPOs and Secondary Offerings

Wealthfront Corporation (WLTH): Financial Platform Sets Terms Seeking North of $2.0b Valuation

Wealthfront Corporation (WLTH): Growth and Retention Highlight Bull Case for Financial Platform IPO

Wealthfront Corporation (WLTH): Peeking at the IPO Prospectus of as Financial Solutions Platform

IPOs and Secondary Offerings

Equity Capital Markets

Wealthfront Corporation / Equity Capital Markets

<ul>
<li>Wealthfront priced 34.6mm shares at $14.00, top of range, and opened flat before closing up 1.4% after a volatile first session.</li>
<li>The deal was reportedly double-digit times oversubscribed, with concentrated allocations and anchor support from BlackRock and Wellington.</li>
<li>Despite the muted debut, Wealthfront’s strong profitability and discounted valuation versus peers support potential aftermarket upside.</li>
</ul>


Wealthfront priced 34.6mm shares at $14.00, top of range, and opened flat before closing up 1.4% after a volatile first session.
The deal was reportedly double-digit times oversubscribed, with concentrated allocations and anchor support from BlackRock and Wellington.
Despite the muted debut, Wealthfront’s strong profitability and discounted valuation versus peers support potential aftermarket upside.


Wealthfront Corporation (WLTH): Financial Platform Falls Flat Despite Heavy Pre-IPO Interest