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Wednesday, June 10 • 2:00pm - 3:00pm

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Limited Capacity full
This session is near full capacity. A small amount of DIAMOND tickets are available if you already have a Silver, Gold or Platinum Pass. Visit our TICKETS PAGE and choose DIAMOND OVERRIDE PASS and our team will ensure that you have access to this session. 

Session Title: Staying one step ahead of the competition

What happens when an incumbent enters the space that you built out and took the lead in? Wealthfront faced this very real challenge earlier this year when Charles Schwab decided to enter the space of automated investment services. Come hear Wealthfront CEO Adam Nash discuss strategies to not only stay afloat in the face of incumbent competition - but continue hyper growth in the industry. Other members of the executive team, including Elliot Shmukler, Avery Moon and Ali Rosenthal, will be joining in on the discussion over drinks and snacks. 

Host Companies

Wednesday June 10, 2015 2:00pm - 3:00pm
Wealthfront 541 Cowper Street, Palo Alto, CA, 94301
  • Sort by Industry Internet-Mobile
  • Company Description Wealthfront is the largest and fastest-growing automated investment service managing over $2 billion in client assets. The service combines world-class financial expertise and leading edge technology to provide sophisticated investment management at prices affordable for everyone. Wealthfront is free for clients with accounts under $10,000, and charges just 0.25% on assets above $10,000. Launched in December 2011, the company has raised over $129 million in funding to date from Spark Capital, Dragoneer Investment Group, Index Ventures, Greylock Partners, Benchmark Capital, Ribbit Capital, Social + Capital and DAG Ventures and is based in Palo Alto, CA. For more information please visit www.wealthfront.com (http://www.wealthfront.com/).

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