Wealthfront Corp at RBC Capital Markets Financial Technology Conference Transcript
Thank you so much for being here today. My name is Dan Perlin, if I haven't seen you yet in the room. I head up the fintech practice here at RBC, and I'm delighted to have the team from Wealthfront joining us today. From the company, we have David Fortunato, who's their CEO.
Thank you so much for being here, sir. And Alan Iberman, who's the company's Chief Financial Officer. So both friends to the conference and RBC, so we very much appreciate your time and energy.
Look, for level setting purposes, you're still a relatively new company to the public markets. I thought it would be helpful if you just provided kind of an overview of what Wealthfront does and is today.
So today we're a technology first digital advisory platform. We manage $99 billion for 1.45 million clients.
We focus on the digital native generation, so helping young folks save and invest for the long-term.
We started with
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
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