Jason Wenk

Jason Wenk Email and Phone Number

Founder & CEO at Altruist @ Altruist
Jason Wenk's Location
Los Angeles, California, United States, United States
Jason Wenk's Contact Details
About Jason Wenk

Fintech executive, math geek, and investment systems developer. Founder/CEO of Altruist, an LA fintech company that's making financial advisors better and more accessible. Endeavor Entrepreneur and Endeavor Outlier. Direct investor in US fintech startups, and in high impact global startups via MatterScale Ventures.

Jason Wenk's Current Company Details
Altruist

Altruist

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Founder & CEO at Altruist
Jason Wenk Work Experience Details
  • Altruist
    Founder / Ceo
    Altruist Oct 2018 - Present
    Culver City, California, Us
    I founded Altruist to make investing fair and financial advice better. We're building a fully integrated RIA custodian for modern financial advisors who put their clients first.
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  • Endeavor Great Lakes
    Board Member
    Endeavor Great Lakes Aug 2022 - Present
    Detroit, Michigan, Us
    Endeavor is the leading global community of, by, and for high-impact entrepreneurs.Our Core Belief: High-Impact Entrepreneurs transform economies.What We Do: We create a Multiplier Effect by inspiring high-growth entrepreneurs to dream bigger, supporting and investing in them to scale faster, and providing a platform to pay it forward.Why We Do It: To build thriving entrepreneurial ecosystems in emerging and underserved markets around the world.
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  • Matterscale Ventures
    Venture Partner
    Matterscale Ventures Oct 2019 - Present
    New York, New York, Us
    A venture capital fund targeting industries that matter and companies that scale.
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  • Formulafolios
    Founder / Ceo
    Formulafolios Sep 2011 - Sep 2018
    Grand Rapids, Mi, Us
    [acquired] Founded FormulaFolios as a quantitative investment research firm. Over the years the platform developed into a tech enabled Investment Adviser with over $3.2 billion in AUM (as of 10/2018). As founder and CEO I was awarded the GRBJ Newsmaker of the Year award in 2016 and 2017 (finance category) as well as the Michigan/NW Ohio EY Entrepreneur of the Year in 2018 (industry disrupter category). FormulaFolios ranked on the Inc. 500 for 3 consecutive years from 2016 to 2018, reaching as high as #10 in the US in 2017.
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  • Retirement Wealth (Acquired)
    Founder / Ceo
    Retirement Wealth (Acquired) Jan 2005 - Sep 2011
    I founded Retirement Wealth to build a national network of fiduciary advisors specializing in comprehensive financial planning for those near, or in retirement. The company grew to more than 100 independent financial advisors managing over $1.8B in AUM, ultimately leading to a successful acquisition by Brookstone Capital Management.

Jason Wenk Skills

Investments Investment Advisory Asset Management Financial Services Retirement Planning Financial Advisory Portfolio Management Wealth Management Financial Planning Finance Investment Strategies Alternative Investments Fixed Annuities Asset Managment Securities Asset Allocation Iras Financial Analysis Risk Management Etfs Mutual Funds Strategic Financial Planning 401k Investment Management Fixed Income Stocks Equities Bonds Capital Markets Pensions Personal Finance

Frequently Asked Questions about Jason Wenk

What company does Jason Wenk work for?

Jason Wenk works for Altruist

What is Jason Wenk's role at the current company?

Jason Wenk's current role is Founder & CEO at Altruist.

What is Jason Wenk's email address?

Jason Wenk's email address is ja****@****att.net

What is Jason Wenk's direct phone number?

Jason Wenk's direct phone number is +161666*****

What skills is Jason Wenk known for?

Jason Wenk has skills like Investments, Investment Advisory, Asset Management, Financial Services, Retirement Planning, Financial Advisory, Portfolio Management, Wealth Management, Financial Planning, Finance, Investment Strategies, Alternative Investments.

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