Ever wish you could see the gears turning in a hyper growth business? We’re peeling back the curtain on how Jason Wenk, the visionary behind Altruist and before that FormulaFolios, and his team at Altruist are disrupting wealth management for the better. You'll hear about how Jason's strategic decisions at FormulaFolios set the stage for Altruist's mission, emphasizing digital client acquisition and automation to achieve phenomenal growth. Hear from Altruist Chief Product Officer, Harpreet Ahluwalia, VP of Customer Success, Michelle Shotts, and VP of Marketing, Chris Hiestand, who share the secrets behind the firm’s collaborative and data-centric culture that has captivated the financial advisory community.

In this episode you’ll hear about the challenges of building a custodian from the ground up. Jason Wenk takes us through the arduous yet rewarding process of founding Altruist, from securing initial funding to creating a buzz that accumulated more assets in its first three years than any other major U.S. fintech. With insights on team dynamics, risk-taking, and market fit, this episode sheds light on the pivotal moments that have positioned Altruist as an established leader in the industry. Discover how diverse hiring and first-principles problem-solving have enabled Altruist to develop innovative and modern solutions like in-app chat support for financial advisors.

Connect with us: 

• Meg Carpenter on Linkedin
• Jason Wenk on Linkedin
• Harpreet Ahluwalia on Linkedin
• Michelle Shotts on Linkedin
• Chris Hiestand on Linkedin

Want to learn more…

• Visit ficommpartners.com