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Jason Wenk: A New Custodial Approach For RIAs

Автор: CION Investments

Загружено: 2025-12-18

Просмотров: 9

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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

Jason Wenk: A New Custodial Approach For RIAs

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