Jason Wenk

CEO

Jason Wenk is the founder and CEO of Altruist, a wealth management platform built for independent advisors. With more than 25 years of experience in financial services and technology, he has worked across the industry as a quantitative analyst, financial advisor and fintech founder.

Practice and client management

AI is taking advisor jobs. It doesn't have to take yours

Showing up for clients is still crucial, but using AI to deliver on financial goals matters more, says Altruist's CEO.

By Jason Wenk

February 24
Existential choice for fintech disruptors: Reinvent or perish

This is not a world for small ideas, and the sooner many narrowly focused upstart financial technology companies come to grips with that reality, the better.

By Jason Wenk

August 9