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Jason Wenk
@jasonwenk
Founder+CEO @altruist. Building technology to make financial advice better, more affordable, and accessible to everyone.
Los Angeles, CA
altruist.com
Joined March 2011
1,173
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6,725
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  • Pinned
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    Jason Wenk
    @jasonwenk
    May 2, 2024
    We have some news to share. It's been a wild and exciting ride building @altruist. We have awesome team members, investors, of our course - advisor partners. Thank you all. 🙏 We've raised additional funds to continue on our mission to make advice better, more affordable, and
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    Altruist
    @altruist
    May 2, 2024
    We’re excited to announce our $169M Series E led by @ICONIQGrowth—empowering us to build enhanced functionality, scale our service organization, and improve platform experiences for advisors and clients. We’re just getting started 🚀 Read more: blog.altruist.com/news/series-e?…
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    22K
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    Jason Wenk
    @jasonwenk
    Sep 10, 2020
    Replying to @DanPriceSeattle
    Followed your lead and implemented this as well. Business grew 400% in 4 years. People > profits, ironically leads to more profits. Continue leading the charge my friend!
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    Jason Wenk
    @jasonwenk
    Oct 23, 2021
    Been a little too tired for Twitter the past week. 😴
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    Jason Wenk
    @jasonwenk
    Dec 15, 2021
    Spoiler alert, but I'm going to have my own podcast next year and it's going to be focused on helping early stage RIAs scale up. I'd love to talk to RIAs that have built new firms from scratch to $50m or more of AUM in the past 5 years. Shoot me a dm if your'e willing to chat.
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    Jason Wenk
    @jasonwenk
    Dec 19, 2020
    I recently dug up an old document I created back in 2010 to teach marketing to financial advisors. If you have ambitious plans for 2021, go download a copy. It's free and has the same techniques I used to build 2 multi-billion $ RIA firms. ✌️ bit.ly/2LH9XUv
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    Jason Wenk
    @jasonwenk
    Mar 2, 2023
    Big day for my @altruist team, our advisor partners, and the entire RIA community. Altruist is officially launching self clearing. Love you all ♥️ grow.altruist.com/the-next-chapt…
    33K
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    Jason Wenk
    @jasonwenk
    Sep 15, 2021
    Hi friends. Today @altruist is 3 years old 🥳. Doing a lot of pondering about our journey and can't wait to share some writing and musings soon. Until then, thank you to the many people I've met through Twitter that have helped make us possible. 🙏
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    Jason Wenk
    @jasonwenk
    Apr 12, 2023
    It’s been an incredible year, and we’re just getting started. I’m excited to share our Series D funding (and prev undisclosed C), enabling us to build the ultimate custodian for RIAs. We can change financial advice for the better, together.
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    Altruist
    @altruist
    Apr 12, 2023
    💥 Exciting news to share today! We've raised a new $112M Series D round of funding led by Insight Partners and Adams Street, with support from existing investors.
    35K
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    Jason Wenk
    @jasonwenk
    May 19, 2021
    It’s a great time to be making financial advice better, more affordable, and more inclusive. Thank you to all our friends who have supported our mission. Together, we are taking financial advice in a whole new direction, and that’s a beautiful thing. 🙏🏼
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    Altruist
    @altruist
    May 19, 2021
    Our $50 Million in Series B will amplify our mission. Thank you to our community of advisors for jumping in with us and for believing in what’s possible. There’s so much more to come 🚀 news.altruist.com/series-b-annou…
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    Jason Wenk
    @jasonwenk
    Apr 5, 2024
    More to come next week, but after reflecting on a big pricing blunder, and spending some time with customers and the RIA community at large, I'm fully nuking the @altruist fee schedule. Expect the objectively lowest, simplest, and most customer centric schedule in the industry.
    29K
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    Jason Wenk
    @jasonwenk
    Oct 1, 2019
    How does every financial advisor not go full RIA now? Free tech + free trades makes going independent easier than ever.
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    Jason Wenk
    @jasonwenk
    Mar 20, 2020
    For financial advisors tempted to change client portfolios out of fear they will leave you: Our job, as advisors, is to help clients make wise choices with their money. We shouldn't be advising them to make bad choices just to keep their fees.
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    Jason Wenk
    @jasonwenk
    Nov 5, 2021
    Thinking of hosting a small mastermind group in LA for financial advisors with ambitious growth plans. Would be free but only for RIAs with <$100m of AUM. Would probably be 1.5 days. Any interest?
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    Jason Wenk
    @jasonwenk
    Jul 8, 2020
    Many of my friends here don't know that I built a nearly $4b RIA @FormulaFolios before starting Altruist. Today we merged with another great RIA firm @BrookstoneCM led by my friend @DeanZayed. Together they will have some of the best people and tech any RIA has ever assembled. 🚀
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