This case features the Wealthfront, a Palo Alto California-based financial expertise startup. Wealthfront formed a totally-automated, low cost online investment platform targeting the millennial generation. Wealthfront was placed by the creators as a disruptive force within the asset management business.
By radically lowering the minimal investment needed, they sought to democratize access to innovative investing. CEO Adam Nash considers a variety of strategic issues including whether in order to raise AUM Wealthfront should keep its focus on the consumer channel or enlarge into business to business stations.
The Wealthfront Generation Case Study Solution
PUBLICATION DATE: June 20, 2016 PRODUCT #: 216085-PDF-ENG
This is just an excerpt. This case is about FINANCE & ACCOUNTING
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