Trying to manage money on your
own can feel overwhelming.
Many companies sell high-commission products, charge excessive fees, or may use deceptive practices to make money.
We think there’s a better way. You deserve transparency, fair pricing, and great, independent financial advice.
So we started Altruist.
We want to help tens of millions of people have an amazing experience with their money by supporting thousands of financial professionals.
Our software makes advisors more efficient and gives them the freedom to charge less. This means you’ll pay less, make more, and gain confidence.
Together, we're breaking down barriers
into wealth management.
Meet Altruist.
Jason has lived and breathed the financial services industry over the last 20 years as a financial advisor, investment systems developer, analyst, and founder of his previous company, FormulaFolios.
With Jason as CEO, FormulaFolios achieved a 13,927% 3-year growth rate and managed over $3.2 billion. This rapid growth ranked the firm as a fastest-growing private company in the country by Inc. magazine 4 years in a row, reaching as high as #10.
Jason was recently named a national EY Entrepreneur of the Year in 2018.
Mazi is a seasoned veteran in financial technology, having previously served as the CCO and Director of Operations for Aspiration. Prior to this, he worked for PIMCO as VP of Legal & Compliance, Morgan Stanley as a financial advisor and Goldman Sachs as a government affairs associate.
He began his career serving as an aide in the U.S. Congress and the White House Counsel’s office. Mazi holds a JD and MBA from Chapman University and a BA in History from UC Berkeley.
As a finance executive, Mazi has been responsible for legal, compliance, operations, investor relations, risk management, and cybersecurity functions.
Katherine builds, implements, and leads all recruiting, people programs, and processes that enable a thriving world-class culture as Altruist continues to grow.
Prior to joining Altruist, she held people leadership roles at tech companies Deep 6 AI and ATTN:. Her ability to develop relationships combined with her unique blend of experience in both recruiting and operations strategy makes her critical in helping Altruist scale sustainably.
Katherine graduated from the University of California, Los Angeles, magna cum laude with a bachelor’s degree in anthropology and classical civilization. She continued her education at UC Berkeley, completing business administration, accounting, HR, and financial planning classes. Katherine holds the Senior Professional in Human Resources certification from the HR Certification Institute (HRCI®).
Prior to Altruist, Harpreet was VP of Product at ServiceTitan, where he led the product management and product design teams and helped establish the company as the leading software platform for home services businesses.
Earlier in his career, he held product management roles at Salesforce, YP.com, and Citysearch.com. He also worked as an associate investment banker at UBS.
Harpreet holds an MBA from the Yale School of Management and a Bachelor of Arts in Applied Mathematics from UC Berkeley.
Putting customers first is Michelle’s motto. She’s made a career out of launching and scaling new initiatives and functions, as well as transforming struggling businesses.
Before joining Altruist, Michelle worked at PatientPop Inc. as VP of Customer Success. During her time there, she created a culture focused on growth and development while improving productivity by over 20%, achieving 125% of the annual upsell target and improving Net Promoter Score® (NPS®) from 30 to 41.
Michelle graduated from Arizona State University and holds a Voice of the Customer professional certification.
