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Articles tagged "David Fortunato"

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David Fortunato: Has kept Wealthfront moving forward after 2022 deal fizzle.

After Chime IPO success, Wealthfront quickly files for its own -- on strength of bank deposit growth -- as its RIA managed assets slip sideways and the bitter taste of its failed UBS deal lingers

If it goes ahead with the IPO, analysts expect Wealthfront will net a valuation in excess of the $2 billion the company used in a Dec. 2024 share buyback program.

June 27, 2025 at 1:21 AM

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Articles tagged "David Fortunato"

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June 27, 2025 at 1:21 AM

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June 27, 2025 at 1:21 AM

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