In today’s episode, Kimberly Zhang sits down with David Fortunato, CEO of Wealthfront, for an in-depth conversation on how technology is transforming wealth management, and what it takes to build a truly digital-first financial advisor. David shares his journey from early software engineer to CEO, reflecting on how an engineering mindset helped shape Wealthfront’s product-led culture and commitment to automation.

Tune in to hear about:

• How Wealthfront is navigating the shifting landscape of wealth management

• The company’s approach to making institutional-grade financial strategies accessible through innovative products

• David’s thoughts on the future of WealthTech and leading a company that’s reshaping how a generation grows their money