David Fortunato, CEO of Wealthfront - $70Bn AUM & Climbing, From Engineer to CEO, Relentless Focus on Automation, The Future of Wealth Management

Send us a text

Miguel Armaza travels to San Francisco for an interview with David Fortunato, CEO of Wealthfront, an asset management giant with $70+ billion in assets under management and over a million clients.

Founded by Andy Rachleff almost 15 years ago, Wealthfront is now one of the most defining financial brands for millennials and Gen Zers. David joined the company in 2009 as a junior software engineer and became CEO almost four years ago.

In this episode, we discuss:

• Building a culture of engineers and automation
• Product expansion strategies
• A sustainable business model that looks a lot more like SaaS and not a financial institution
• Buy, Build, or Partner, and what it takes to successfully build most of your tech in-house… and a lot more!

Want more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today’s global leaders that will dominate the 21st century in fintech, business, and beyond.

Do you prefer a written summary? Check out the Fintech Leaders newsletter and join ~70,000+ readers and listeners worldwide!

Miguel Armaza is Co-Founder and General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.

Miguel on LinkedIn: https://bit.ly/3nKha4Z

Miguel on Twitter: https://bit.ly/2Jb5oBc

Fintech Leaders Newsletter: bit.ly/3jWIp