The Meb Faber Show
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Jason Wenk, Altruist - How To Make Financial Advice Better, More Affordable & Accessible To Everybody | #376
In episode 376, we welcome our guest, Jason Wenk, founder and CEO of Altruist, an all-in-one financial advisor platform. In today’s episode, we’re talking with one of the most successful fintech startups around! Jason is building an alternative to existing custodians with a mission to make independent financial advice better, more affordable, and more accessible. We get into some of the benefits to aadvisors and how they aligned their fee structure to benefit advisors and their clients. Then we get into the future of financial advice. We touch on fees, mutual funds, ETFs and direct indexing, and some of the structural issues embedded within the financial services industry.
Key Points
- Altruist is a digital custodian for independent financial advisors, providing an all-in-one platform that aims to make financial advice better, more affordable, and accessible.
- The platform offers fractional share trading, automated tax loss harvesting, and integrated back-office tools to streamline processes for advisors, ultimately reducing costs and improving client outcomes.
- Altruist plans to collect and publish verified customer reviews to help potential clients find trustworthy financial advisors, contributing to their mission of making financial advice more accessible.
Chapters
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Transcript
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