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Altruist CEO Jason Wenk on WealthTech, financial planning, advice, and generally improving financial health episode artwork

EPISODE · Aug 20, 2021 · 46 MIN

Altruist CEO Jason Wenk on WealthTech, financial planning, advice, and generally improving financial health

from The Fintech Blueprint · host Lex Sokolin, Jason Wenk

In this conversation, we chat with Jason Wenk, who is the Founder & CEO at Altruist. Apart from this Jason is a writer, self-proclaimed math geek, and investment systems developer. He began his career at Morgan Stanley in NYC at age 20, working on investment research and asset management systems development. After this Jason founded FormulaFolios: quantitative, computer-driven investment models based on academic research to help remove emotion from investing. FormulaFolios would later develop into a standalone asset manager and go on to rank as a fastest-growing private company by Inc. magazine 4 years in a row, reaching as high as #10 in 2017. More specifically, we discuss all things wealth tech, as well as, serving people with financial planning, financial advice, and generally improving their financial health. Disclaimer here — this newsletter does not provide investment advice and represents solely the views and opinions of FINTECH BLUEPRINT LTD. Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella Want to discuss? Stop by our Discord and reach out here with questions.

What this episode covers

In this conversation, we chat with Jason Wenk, who is the Founder & CEO at Altruist. Apart from this Jason is a writer, self-proclaimed math geek, and investment systems developer. He began his career at Morgan Stanley in NYC at age 20, working on investment research and asset management systems development. After this Jason founded FormulaFolios: quantitative, computer-driven investment models based on academic research to help remove emotion from investing. FormulaFolios would later develop into a standalone asset manager and go on to rank as a fastest-growing private company by Inc. magazine 4 years in a row, reaching as high as #10 in 2017. More specifically, we discuss all things wealth tech, as well as, serving people with financial planning, financial advice, and generally improving their financial health.

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Altruist CEO Jason Wenk on WealthTech, financial planning, advice, and generally improving financial health

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This episode is 46 minutes long.

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This episode was published on August 20, 2021.

What is this episode about?

In this conversation, we chat with Jason Wenk, who is the Founder & CEO at Altruist. Apart from this Jason is a writer, self-proclaimed math geek, and investment systems developer. He began his career at Morgan Stanley in NYC at age 20, working on...

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