CEOInterviews.AI
Start App
Try: AI strategy tariffs earnings guidance layoffs interest rates growth

Alan Imberman

Chief Financial Officer and Treasurer, Wealthfront

Search every verified Alan Imberman interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Alan Imberman, Chief Financial Officer and Treasurer at Wealthfront, discussed the company's recent financial milestones and strategy in interviews and earnings calls. He noted that Wealthfront crossed $100 billion in total platform assets, doubling from $50 billion in under three years, and stated the company is buying back stock below its IPO price. Imberman attributed a post-IPO increase in stock compensation to awards that vest upon a liquidity event, which under GAAP are not expensed until that event occurs. He also said the company is expanding into home lending, citing client wire transfers of over $2 billion annually to title and escrow companies as evidence of demand, and estimated that clients purchase at least $10 billion in homes each year. During the Q2 2027 earnings call, Imberman addressed a decline in the fee rate, explaining it was due to a one-time $100 deposit incentive tied to the launch of a custodial account. He stated that the company's long-term adjusted EBITDA margin could exceed 40%, though he acknowledged near-term headwinds from home lending investments. He said the company aims to build the best place for buy-and-hold investing across managed and self-directed offerings, and that it will continue to invest in its brokerage account, though with a different priority set than other digital brokers.

Recent appearances

  • Wealthfront CFO Alan Imberman on $100B Milestone: Growth, Buybacks & Road to $1T

    September 30, 2026 · 📺 After Earnings

    Wealthfront just crossed $100 billion in platform assets, doubling from $50 billion in under three years. CFO Alan Imberman joins Katie Perry to break down the quarter. He explains why Wealthfront is buying back stock below its IPO price, how home lending fits into a high-margin business, and why the company has its sights set on $1T. Timestamp 00:00 Introduction 01:19 Crossing $100B 02:46 Stock comp after the IPO 05:17 Why Wealthfront is buying back stock 06:59 Moving clients from cash to investing 10:23 How Wealthfront sets its cash rate 12:06 Expanding into home lending 15:34 What's next:…

    Watch on YouTube ↗

  • Wealthfront Corporation Q2 2027 Earnings Call | Automated Investing AUM & Cash Deposits Surge

    September 13, 2026 · 📺 i101

    Wealthfront Corporation Q2 2027 Earnings Conference Call. Twitter - https://x.com/i101yt If you find our work useful, please support us by purchasing a Super Thanks— it truly helps us a lot. #earningscall #StockMarketNews #conferenceCall Earnings Call | Earnings Conference Call | Earnings concall | concall | quarterly results | Stock News | Full Year results | Fiscal Year results | investment news | stock latest news | Annual Meeting of Shareholders | Annual Meeting of Unitholders | Special and Annual Meeting of Shareholders | AGM | Annual General Meeting If you want us to remove your co…

    Watch on YouTube ↗

  • Scaling Finance From Startup To IPO with Wealthfront's Alan Imberman

    July 14, 2026 · 📺 This Week in Fintech

    Sasha Pilch is joined by Alan Imberman, CFO at Wealthfront, to talk about what it really takes to scale a modern fintech from early scrappiness to a successful IPO, without losing the product instincts that got you there. The conversation starts with the finance leadership side: how the finance function changes across stages, why audits and regulation create discipline, and what the public-company jump demands behind the scenes, from bank selection to testing-the-waters meetings to the S-1 feedback loop. Alan shares what the “ring the bell” moment hides, and why telling the business story cle…

    Watch on YouTube ↗

  • Wealthfront CFO on the Automation Advantage in Fintech

    April 13, 2026 · 📺 Run the Numbers with CJ Gustafson

    In this episode of Run the Numbers, CJ sits down with Wealthfront CFO Alan Imberman to unpack automation as a strategy, the compounding power of retention and trust, and how to balance elite profitability with continued investment. They also discuss why Wealthfront went public earlier than many peers and what’s really happening in fintech right now. — SPONSORS: Rillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps team…

    Watch on YouTube ↗

  • Wealthfront (WLTH) CFO on IPO & Building Fintech Customer Base

    December 12, 2025 · 📺 Schwab Network

    Alan Imberman, CFO of Wealthfront (WLTH), joins the Watch List after the company made its public trading debut Friday. He talks about how the fintech company is capitalizing on the digital landscape and how it collected a 1.3 million client base. Alan explains how Wealthfront differs from other newer fintech firms like SoFi Technologies (SOFI) and why the company focuses on millennial users. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://a…

    Watch on YouTube ↗

  • From $2B to $80B: Wealthfront CFO Alan Imberman’s 10-Year Journey

    April 23, 2025 · 📺 Tech Finance with Sasha Orloff

    In this episode, Sasha Orloff is joined by Alan Imberman, CFO of Wealthfront, about how a client-first philosophy, transparent access, innovative products like S&P 500 Direct Indexing, and strategic use of machine learning have helped Wealthfront grow to $80 billion in assets and 1 million customers, while delivering lower fees, better rates, and sustainable wealth-building strategies. -- 🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldw…

    Watch on YouTube ↗

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →