Altruist CEO Jason Wenk
unveils new product updates
Tuesday, October 6th
1 PM – 2 PM PT / 4 PM – 5 PM ET
Join CEO Jason Wenk, Strategic Sales Advisor Dan Skiles, and Product Manager Mohammed Khudhur for Altruist Office Hours on Oct 2026!
Get a first look at the latest platform updates from Q3—and a preview of what’s coming in Q4.
Here’s what to expect:
- A walkthrough of Hazel’s new financial planning agent
- A first look at Altruist’s new tax management capabilities, including donor-advised funds (DAFs)
- More ways to manage portfolios, including margin and options
- A preview of the Q4 roadmap
We’ll also open the floor for a live Q&A, so be sure to submit your questions in advance.
Watch the replay
Speakers
Jason Wenk
Altruist
Founder & CEO
Dan Skiles
Altruist
Strategic Sales Advisor
Mohammed Khudhur
Altruist
Product Manager, Accounts