Webinar
Q4 Office Hours
A look back at 2025 and what’s ahead in 2026
Thursday, December 18, 2025
11 am PT / 2 pm ET
Join Altruist Founder & CEO Jason Wenk and VP of Relationship Management Dan Skiles for our final Office Hours session of the year.
This is your chance to look back at what we’ve accomplished together in 2025, and get a first look at what’s coming in 2026.
What to Expect:
2025 was a year of momentum. From expanding our cash and portfolio management tools to launching Hazel, our AI platform for wealth managers, we’ve focused on closing the product gaps you’ve told us matter most. And we’re just getting started.
In this session, we’ll cover;
- A rapid-fire recap of our biggest platform enhancements this year.
- How we’re building with AI, and where we’re taking Hazel next.
- A first look at what’s coming in 2026, including new tools, integrations, and platform upgrades.
- Plenty of time for live Q&A. It’s your chance to ask Jason and Dan anything.
Whether you’re already on Altruist or considering making the switch, this is the perfect moment to see what’s possible when a custodian is building for the future of advice.
Can’t join us in real time? No worries. Register anyway and we’ll send you the recording afterward.
Watch the replay
Speakers
Jason Wenk
Founder & CEO at Altruist
Dan Skiles
VP, Advisor Relationships
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This testimonial was given by a current client. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets using services made available by our registered investment adviser (Altruist LLC). The promoting advisor received compensation or other benefits from Altruist through the promoting advisor’s participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisor’s part and may have influenced the view(s) expressed by the promoting advisor. For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/legal/ria-testimonial. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see the promoting advisor’s advisory program brochures, available at https://adviserinfo.sec.gov/. This testimonial may not represent the experience of others and it is not a guarantee of results.
Hazel is an artificial intelligence tool offered through Altruist. Outputs generated by Hazel are for informational purposes only and should not be relied upon as legal, compliance, financial, tax, or investment advice. Hazel’s capabilities are evolving and may be subject to limitations based on data input, user configuration, and system permissions. Altruist does not guarantee the accuracy or completeness of Hazel’s outputs. Results may vary. Altruist offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. © 2025 Altruist Corp