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David Myszewski
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Mar 13, 2026
Building Wealth with David Myszewski of Wealthfront
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14:14David MyszewskiGUEST
Yeah, I can give you an example where we use both qualitative and quantitative data to make a really good decision.
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14:24David MyszewskiGUEST
We originally offered the ability to link your accounts so that you can see your entire net worth picture, how much you have at your bank account, how much you have in your brokerages, your 401k, in addition to the Wealthfront accounts.
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14:36David MyszewskiGUEST
And we noticed a very curious thing when we were looking at the data, which is that our clients, while they had a lot invested in Wealthfront, they also had a ton of cash sitting around.
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17:23Mike StilesHOST
How do you align really happy customers with the business performance that stakeholders want to see and want to see immediately? Like what does success look like as Wealthfront defines it?