Alan Imberman

Person

Last mentioned: Mar 12, 2026

Timeline

  1. Q4 Earnings Call

    CEO David Fortunato details home lending expansion and WLTX X performance.

  2. Deposit Recovery

    Cumulative net deposits turned positive following a period of seasonal outflows.

  3. Fiscal Year End

    Platform assets hit $94.1B with 1.42M funded clients.

  4. APY Incentive Launch

    Increased base APY to 3.3% and introduced 25bps incentive for direct depositors.

Stories mentioning Alan Imberman 1

Earnings Bullish

Wealthfront Hits $94B Assets as Clients Pivot from Cash to Investments

Wealthfront reported a 17% increase in total platform assets to $94.1 billion for fiscal year 2026, fueled by a 29% surge in investment advisory assets. Despite Q4 net outflows in cash management, the firm is successfully converting savers into long-term investors while expanding into home lending.

2 sources

About Alan Imberman coverage

This page surfaces every story mentioning Alan Imberman across our finance coverage. We track each entity's appearance over time so readers can trace how the narrative evolves — which developments are isolated incidents, which build into longer arcs, and which reframe how operators in the space think about the entity. Story selection uses the same multi-source verification gate applied across the rest of our coverage.

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