Company
We help RIAs give clients their best.
The AI-forward wealth platform for independent advisors
At Altruist, we only work with RIAs and advisors who have a fiduciary responsibility to their clients.
Our mission is to make financial advice more tailored, affordable, and accessible to everyone.
We use automation and AI to simplify onboarding, funding, trading, portfolio management, reporting, and more—in ways that help advisors keep fees low and achieve better outcomes for their clients.
By the numbers.
#1
We’re the number one custodian RIAs are switching to or adding from Schwab.
independent advisors run their firms on Altruist.
150
Altruist strives to help advisors deliver an additional 150 basis points to their clients.
Meet Altruist.
Our leadership team is made up of seasoned experts working to disrupt an antiquated industry.
Leadership
Jason Wenk
Chief Executive Officer, Founder
Mazi Bahadori
Chief Operating Officer
Harpreet Ahluwalia
Chief Product Officer
Sumanth Sukumar
Chief Technology Officer
Piret Loone
General Counsel
Dan Petty
Chief Information Security Officer
Nimesh Patel
General Manager of Enterprise
Michelle Shotts
VP of Customer Success
Anna Wiggins
VP of Marketing
Dan Skiles
VP, Advisor Relationships
Board of Directors
Bill McNabb
Bill served as chairman of The Vanguard Group from 2008 until his retirement in 2018 and as CEO until 2017. Today, Bill sits on boards including IBM, UnitedHealth Group, and Axiom.
Nick Beim
Nick is a Partner at Venrock. Prior, he was a Partner at Matrix Partners and worked in the technology groups at McKinsey and Goldman Sachs.
Jonathan Rosenbaum
Jonathan is a Managing Director at Insight Partners. He sits on the numerous boards, including 6sense, LeanTaaS, and SimpleNexus.
Brian Stern
Brian has been a Partner at Declaration Partners since 2019. Prior, he was Head of Strategic Investments at Stone Ridge Asset Management and Managing Director and Head of BlackRock Private Markets at BlackRock.
Yoonkee Sull
Yoonkee is the General Partner at ICONIQ Growth. He also serves as a lead partner and/or board member for Fetch Rewards, Wealthsimple, Intercom, Motorway, Recharge Payments, Squire, and Groww.
Vinay Yarlagadda
Vinay is a Managing Director at GIC, where he leads fintech and proptech investments and serves on the global investment committee. He has backed Affirm, Stripe, Ramp, Checkout.com, Monzo, and more.
Join us.
Our entire team works toward building a world of better financial wellbeing. And we’re always looking for more Altruists to come onboard.
