Jason Wenk: A New Custodial Approach For RIAs
Автор: CION Investments
Загружено: 2025-12-18
Просмотров: 9
Jason Wenk is the founder and CEO of Altruist, a fully-integrated digital brokerage platform and RIA custodian designed to help fiduciary advisors optimize and scale their practices. Jason joins host Mark Gatto, co-founder and co-CEO of CION Investments, to discuss how Altruist is re-envisioning the custodial space and improving the accessibility and outcomes of financial advice.
@Altruist
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