Engineering Culture in Financial Services

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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!

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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.

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