David Fortunato

CEO of Wealthfront, an asset management company with over $70 billion in assets under management. He joined the company in 2009 as a software engineer.

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Oct 8, 2024 • 40min

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

David Fortunato, CEO of Wealthfront, transformed the company from a software engineer in 2009 to leading a $70 billion asset management revolution. He dives into building a unique engineering culture that prioritizes automation and client feedback in product development. Fortunato discusses their SaaS-like business model, effective strategies for engaging millennials and Gen Z, and the importance of cultivating inquiry within teams. He also shares insights from impactful books on long-term life strategies and finance, providing a fresh perspective on modern wealth management.

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