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Profile

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Overview

Professional record at a glance

A concise summary of information supported by the cited public sources. Missing information is treated as unknown, not as a negative finding.

Current roles
11 current organization shown on this profile
Board positions
Not establishedNo board position is currently listed on this profile
Committee roles
Not establishedNo committee role is currently confirmed by the cited sources
Qualifications
Not establishedNo qualification is currently confirmed by the cited sources

Professional narrative

About

Served as CFO and Treasurer since April 2021. Previously held roles of increasing responsibility at Wealthfront since October 2015, and prior experience at Crowe LLP and KPMG US LLP in accounting and advisory roles.

Sources are shown with the information they support.

Current roles

Appointments & responsibilities

Executive appointments

Governance

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Committee appointments across companies · Temporarily unavailable

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Connections

Explore the roles, education and affiliations published in this record.

WEALTHFRONT CORP

Open WEALTHFRONT CORP profile →

Chief Financial Officer and Treasurer at WEALTHFRONT CORP

Start not stated → End not stated

current · source reported

Observed: 2026-09-26

WEALTHFRONT CORPWEALTHFRONT CORPAlan Imberman

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Relationship map

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Experience

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Published record

Featured coverage

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Source 1 · Sec FilingWLTH DEF 14A executive officersSupports AI and ML experience, Cybersecurity experience, Executive company, Executive title, Technology background.Open source

Basis

Identifiers, sources, dates and record limitations.

Identifiers

Alpha ID
alpha:person:alan-imberman
Record version
public-0

Published evidence records

2 evidence records, matching Agent View. Records may refer to different locations or observations in the same document. This count is not a count of independent corroborating sources.

  1. WLTH DEF 14A executive officers

    sec filing · Source published: May 11, 2026 · Retrieved: May 16, 2026

    Supports 5 claims
    • AI and ML experience: AI and ML experience: not identified in the cited filing · Claim reviewed: May 16, 2026
    • Cybersecurity experience: Cybersecurity experience: not identified in the cited filing · Claim reviewed: May 16, 2026
    • Executive company: Executive at WEALTHFRONT CORP · Claim reviewed: May 16, 2026
    • Executive title: Executive title: Chief Financial Officer and Treasurer · Claim reviewed: May 16, 2026
    • Technology background: Technology background: not identified in the cited filing · Claim reviewed: May 16, 2026

  2. Open source

    sec def 14a · Source published: May 11, 2026 · Retrieved: Sep 14, 2026

    Supports 1 claim
    • Professional Role: Chief Financial Officer and Treasurer at WEALTHFRONT CORP · Claim reviewed: Sep 14, 2026

Sources

Sources and published information

Each item links to the public source used to support it. When sources disagree, the item is clearly marked for review.

AI and ML experience · Source reportedAI and ML experience: not identified in the cited filing1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 16, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 16, 2026

Cybersecurity experience · Source reportedCybersecurity experience: not identified in the cited filing1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 16, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 16, 2026

Executive company · Source reportedExecutive at WEALTHFRONT CORP1 source
Verification
Source reported
Confidence
94%
Last reviewed
May 16, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 16, 2026

Executive title · Source reportedExecutive title: Chief Financial Officer and Treasurer1 source
Verification
Source reported
Confidence
94%
Last reviewed
May 16, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 16, 2026

Technology background · Source reportedTechnology background: not identified in the cited filing1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 16, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 16, 2026

View all sources2 records
  1. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 16, 2026

    Supports: AI and ML experience · Cybersecurity experience · Executive company · Executive title · Technology background

  2. https://www.sec.gov/Archives/edgar/data/1524566/000162828026033531/wlth-20260511.htm

    Sec Def 14a · Tier not stated · Reviewed Sep 14, 2026

    Supports: Chief Financial Officer and Treasurer at WEALTHFRONT CORP (NASDAQ: WLTH)