In this episode, Sasha Orloff is joined Alan Imberman, CFO of Wealthfront, about how a client-first philosophy, transparent access, innovative products like S&P 500 Direct Indexing, and strategic use of machine learning have helped Wealthfront grow to $80 billion in assets and 1 million customers, while delivering lower fees, better rates, and sustainable wealth-building strategies.

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RECOMMENDED IN THIS EPISODE:

https://www.linkedin.com/in/alan-imberman-cfa-aab2371/

https://www.wealthfront.com/

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X/SOCIAL:

@Wealthfront (Wealthfront)

@sashaorloff (Sasha)

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TIMESTAMPS:

(00:00) Preview

(00:48) Intro

(01:16) Interview with Alan, CFO of Wealthfront

(01:54) Wealthfront's vision and growth

(03:24) Innovative financial products

(04:19) Profitability and business model

(06:03) New product launches and strategies

(15:18) Tax loss harvesting and direct indexing

(17:43) Sponsors: Notion | Puzzle

(19:23) Wealthfront’s tax strategy triumph

(23:13) Bond ladders explained

(28:11) Future of Wealthfront and AI in finance

(33:41) Advice for founders and finance leaders

(36:01) Wrap