Minisode - How Digital Automation Will Drive the Next Generation of Investment Platforms
About This Episode
RIA technology products are not known for their efficiency, low cost or delightful user experience. Altruist is a new, seamlessly integrated digital investing platform, which results in extraordinary ROI for financial advisors and enables them to spend far more time with clients.
About Our Guest
Jason Wenk is the founder & CEO of Altruist. Jason has lived and breathed the financial services industry over the last 20 years as a financial advisor, investment systems developer, analyst, and founder of his previous company, FormulaFolios. With Jason as CEO, FormulaFolios achieved growth of nearly 14,000% over a three-year period. It managed over $3.2 billion. This rapid growth ranked the firm as one of the fastest-growing private companies in the country by Inc. magazine four years in a row, reaching as high as #10. Jason was named the national Ernst and Young entrepreneur of the year in 2018.
Here is a link to the Altruist web site, where you can learn more about the services it offers.