Founded by Jason Wenk in 2018, Altruist is a fintech company built to provide a modern, all-in-one custodial solution for financial advisors. The company's mission is to make financial advice better, more affordable, and accessible to everyone by equipping RIAs with cutting-edge technology. The platform integrates essential services like account opening, trading, reporting, and billing into a single, streamlined interface, aiming to significantly reduce the operational overhead and costs traditionally associated with wealth management.

Founded in

United States