For RIAs who want better outcomes, lower fees, and more time to do the real work of helping clients. Altruist Financial LLC, Member FINRA/SIPC
Culver City, CA
Joined October 2018
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What are advisors using Hazel for most?
Tax + financial planning. Document analysis. Intelligent Client Profiles.
Three workflows helping advisors spend less time searching for information and more time putting client context to work.
Learn more: hazel.ai/?utm_source=x&utm_m…
Altruist has been named the '26 Best Innovation in Clearing & Custody winner in the @DatosInsights Impact Awards.
The recognition highlights innovation across our clearing and custody platform, including our alternatives marketplace, and our continued investment in technology.
We’re still thinking about the conversations from Build to Grow NYC.
Across two days in Brooklyn, advisors shared what growth looks like at different stages—from defining who you serve to building more efficient operations and making better use of technology.
Household rebalancing with asset location is now live on Altruist.
Set asset location preferences in minutes, then let Altruist coordinate across taxable and tax-advantaged accounts with every household rebalance.
Explore more: altruist.com/events/turn-ass…
20 hours back each week can change how an advisor serves clients.
After moving to Altruist and Hazel, each advisor at Collie Financial Planning estimates they’ve gained up to 20 hours per week.
See how they’re creating more capacity without sacrificing the details.
There isn’t one playbook for building a high-growth firm.
But one thing was clear after two days at Build to Grow: growth doesn’t happen by accident.
It takes a clear point of view, scalable systems, a willingness to adapt, and knowing what makes your firm worth choosing.
Day one of Build to Grow is underway.
This morning, we announced Donor Advised Funds (DAFs) are now live on Altruist.
Tune into Altruist Office Hours live from Brooklyn.
Today, 1–2 PM PT / 4–5 PM ET:altruist.com/events/altruist…
Join us Oct. 6 for Q3 Office Hours.
@jasonwenk and the Altruist team will cover our biggest Q3 releases and what’s ahead on the product roadmap for early 2027.
Want to know where Altruist is headed next? Don’t miss it.
Register: altruist.com/events/altruist…
Proud to share that Altruist Founder & CEO @jasonwenk has been named to @FinTechMagazine's Top 100 FinTech Leaders for 2026.
The recognition reflects his leadership and Altruist’s continued work to make financial advice more accessible.
Read more: fintechmagazine.com/magazine…
Altruist took home 3 awards at the Wealth Management Industry Awards 🏆
• Custodians > Technology — Altruist
• Disruptors > Technology — Hazel
• Technology Providers > CEO of the Year — Jason Wenk
Proud of the team behind the work.
Our alternatives marketplace lets you track pre-IPO companies, subscribe to single-company SPVs & custody them. Accredited investors only. Participation is subject to offering availability, fund-manager approval, and applicable eligibility requirements. altruist.com/alternatives/
3 takeaways from Future Proof:
AI is becoming infrastructure.
Scale requires systems that support growth.
Human judgment, communication and trust still matter.
That’s a wrap from Huntington Beach. Thanks to everyone who shared ideas with us this week.
Today at Future Proof, Altruist Founder & CEO Jason Wenk takes the Ocean Stage for “From Bold Idea to Multi-Billion-Dollar Exit.”
Join us Sept. 15 | 12:30–1:15 PM PT | Ocean Stage
Big news from the Altruist team: We have just entered into a definitive agreement to be acquired by @Vanguard_Group.
Read the full announcement: altruist.com/news/vanguard-t…
Read a letter from founder and CEO Jason Wenk here: altruist.com/news/a-letter-f…
You can't put a GPS on a Model T and expect to go fast. The real unlock for wealth management growth starts with the right infrastructure. 🎙️Our COO Mazi Bahadori at @Wealth__Edge earlier this month:
"We can now operate at the speed of our clients' lives. Whether that's investing a windfall from a bonus or needing to close on a house, we can get this done in a moment's notice, not days or weeks."
- @dougboneparth, President and Founder, Bone Fide Wealth