Jason Wenk

Jason Wenk is Founder / CEO at Altruist. Coverage on FF News includes 6 stories since 2023, most recently "Altruist Launches AI-Powered Financial Planning Agent to Automate Wealth Management Workflows" (4 September 2026).

Latest coverage of Jason Wenk

• Altruist Launches AI-Powered Financial Planning Agent to Automate Wealth Management Workflows 4 September 2026
• Vanguard to Acquire Altruist: A Major Move for AI-Driven Wealth Management and RIA Custody 27 August 2026
• Civic Financial Consolidates $1B in Assets onto Altruist Wealth Management Platform 27 July 2026
• Arca Exits Stealth with $64M to Scale AI-Native Wealth Management 2 July 2026
• Altruist Unveils Hazel, a Transformative AI Platform for Wealth Professionals 8 September 2025
• Altruist Announces Self-Clearing, Becoming the Industry’s First Vertically Integrated Custodian 2 March 2023