Wealthfront
4 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Apr 4, 2024 by Adam Nash · said 12 times in 1 episodes since 2024 · across every show →
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brought up most by Adam Nash (8), Brett Berson (4)
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Everything said about Wealthfront, oldest first
Apr 4, 2024 positive
Wealthfront pioneered automated ETF tax-loss harvesting and launched direct indexing in 2013
“Wealthfront was the first to do ETF tax loss harvesting automated. And then we did direct indexing. Direct indexing is so hot right now in the industry. It's 20, 24. Direct indexing is so hot. We launched it the end of 2013, my first year there, because it was…”
Apr 4, 2024 negative
Nash: DIY retail investors resist fees, making sustainable fintech businesses difficult
“What Keqing had accidentally discovered was that the marketplace attracted do-it-yourselfers, but do-it-yourselfers have a problem. They don't want to put money into your system. They want to do it themselves. And by the way, they don't really want to pay anyt…”
Apr 4, 2024 bullish
Nash: Wealthfront bet delegators would trust software over human financial advisors
“The contrarian play behind Wealthfront was that people assumed that delegators wanted to work with people, and that do-it-yourselfers would do stuff online, do it themselves. And Wealthfront, no, no, actually, there's a new generation of people. They are very …”
Apr 4, 2024 neutral
Fintech 1.0 struggled with virality because financial accounts are inherently single-player
“I'm just gonna call fintech one-oh kind of what happened in the last 10 years. It was very much single player games. It made it very hard for fintech companies to authentically design products that had distribution built in that would lead to other people beca…”