Altruist Office Hours Q1
New releases, real momentum, and what’s coming next
Wednesday, March 18th
1 pm – 2 pm PT
Join Jason Wenk, Dan Skiles, and Adam Grealish for the first Office Hours session of 2026.
Broadcasting live from Altruist’s in-person summit Build to Grow in LA, we’ll walk through an exciting new product launch, and what’s next.
What to expect:
Q1 has already brought major momentum across the platform. We’ll walk through a new product launch, advancements in tax planning and portfolio management, operational enhancements that support growing firms, and a preview of our 2026 roadmap.
There will be plenty of time for Q&A, so make sure you submit your questions in advance.
Watch the replay
New releases, real momentum,
and what’s coming next
Wednesday, March 18th
Join Jason Wenk, Dan Skiles, and Adam Grealish for the first Office Hours session of 2026.
Broadcasting live from Altruist’s in-person summit Build to Grow in LA, we walked through an exciting new product launch, and what’s next.
What to expect:
Q1 already brought major momentum across the platform. We’ll walk through a new product launch, advancements in tax planning and portfolio management, operational enhancements that support growing firms, and a preview of our 2026 roadmap.
Don’t miss the Q&A at the end.
Altruist and our affiliates did not pay for this testimonial, but we do earn revenue from financial advisors who use our platform. This customer review may not represent the experience of others and it isn’t a guarantee of results.
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Speakers
Jason Wenk
Founder & CEO at Altruist
Adam Grealish
VP, Product at Altruist
Dan Skiles
VP, Relationships at Altruist