Altruist CEO Jason Wenk on WealthTech, financial planning, advice, and generally improving financial health
The Fintech Blueprint
00:00
What I Learned From My Own Experience
Preeks: I always viewed myself as an engineer that just solved problems. And in this case, the problem solving led to forming a registered investment advisory firm. The average customer turned out in about nine months for Preeks' financial advice service. He started two thousand 11, my company and launched it in late 2000s; now he's worth more than $1 billion.
Transcript
Play full episode
