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Jason Wenk

Founder & CEO at Altruist

Jason Wenk is a well-known name in the fintech industry, serving as the Founder and CEO of Altruist, a prominent LA-based fintech company focused on enhancing financial advisor services.

His educational background includes studies in Scaling Entrepreneurial Ventures and Entrepreneurial Studies from Harvard Business School, as well as Computer Science from Grand Valley State University.

Jason's professional journey is marked by key roles such as Venture Partner at MatterScale Ventures, Executive Director at FormulaFolios and Retirement Wealth, and founder/CEO positions at FormulaFolios and Retirement Wealth.

He has also contributed his skills as a System Analyst at Morgan Stanley, showcasing his diverse expertise in investment systems development.

With a blend of fintech executive experience, mathematical aptitude, and a passion for developing investment systems, Jason Wenk continues to drive innovation and accessibility in the financial advisory sector through his leadership at Altruist.

Highlights

Aug 22 · linkedin

Buried in this WSJ article is a line that all RIAs should pay attention to: "Another area Schwab wants to expand is its financial advice and wealth management services, which bring in fee-based revenue that isn’t as dependent on market conditions." In addition to their custody revenue, some custodians also want your clients and your fees.

Choose your partners wisely.

Mar 20 · linkedin

At Altruist we believe we can make independent financial advisors objectively better when using our platform to serve their clients. Innovation that is wholly good.

It’s awesome to see Fast Company recognize this innovation by placing Altruist on the Most Innovative Companies 2024 list.

Jason Wenk
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Location

Los Angeles Metropolitan Area