Total raised
$609.0M
Last stage
Series F
Investors
Jason Wenk
Fintech executive and investment systems developer with 20+ years in financial services. Previously founded Retirement Wealth Advisors and FormulaFolios (fastest-growing RIA in industry history, reaching ~$4B AUM in 6 years). Founded Altruist in 2018 to build a modern custodial platform for independent RIAs.
LinkedInNo applications, no recruiter spam. Just the intro.
A few questions to make sure this role is the right shape for you. Two minutes.
I write the intro, send it to the founder, and handle the back-and-forth.
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.