Altruist CEO Jason Wenk on WealthTech, financial planning, advice, and generally improving financial health
The Fintech Blueprint
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Altruist Is Not the Killer Ap, So to Speak
It took me about a year and a half to reli on comitan tand pull the trigger. I started altruist in two thousand 18. The division is not tobest wold be the killer ap, so to speak. But it's just to do it the way it should have been done if you had to re invent it. And we wanted to make it really, really easy for advisers to actually do their best workIf they're a lot more efficient, they'll serve, weiy, more o customers. If you can create these order of magnitude improvements with trading and servicing and rebalancing, you start 20 times better at serving your clients. So that's t how
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