In this episode, we are joined by Jason Wenk, Founder and CEO of Altruist, a fully vertically-integrated one-stop custodial platform for RIAs. Altruist is on a mission to make investing fair for everyone. Jason has never wavered on his mission to empower more people to have access to better and more affordable financial planning and wealth management. Tune in to hear more about Jason’s journey as one of the leading Wealth Tech entrepreneurs in the world, from his scrappy days of bootstrapping an online retirement planner, to building the fastest growing RIA in the history of the industry.
