David Fortunato
Chief Executive Officer of Wealthfront, a digital wealth management platform; longtime company executive who led product development around automated investing, tax-loss harvesting, direct indexing, and expansion into lending and home-finance products.
Best podcasts with David Fortunato
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Mar 19, 2026 • 29min
Not All Millennials Are FOMOing Into Markets with Wealthfront CEO David Fortunato
David Fortunato, CEO of Wealthfront and longtime product leader in automated investing. He talks about building systematic tax-loss harvesting and direct indexing. He explains why younger investors prefer delegation and ease of use. He describes portfolio lending, home-finance expansion, and how AI powers planning tools like Path.
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.
