Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N
WLTH.OQ - Wealthfront Corp
Wealthfront Corp at Morgan Stanley US Financials Conference
Jun 10, 2026 / 01:45PM GMT
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Presentation
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Good morning, everyone. Thanks for staying with us here on Day 2 of Morgan Stanley's Financials Conference. I'm Mike Cypress, equity analyst, covering brokers, asset managers and exchanges for Morgan Stanley Research. And for our next session, I'm thrilled to welcome David Fortunato, CEO of Wealthfront and Alan Eberman, the Chief Financial Officer. Welcome. Thanks for joining us here.
As many of you may know. Wealthfront is a tech-driven consumer financial platform providing digital saving, investing, borrowing, and lending solutions with over 90 billion of total platform assets, including about 45 billion of investment advisory assets. So thanks for making it out here. I thought we could start off big picture on

