Altruist CEO Jason Wenk
unveils new product updates

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

Watch the replay

Speakers

Office Hours Q2 2025