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Amit Miglani

Chief Financial Officer at Altruist

Chicago, Illinois, United States

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Ask Bernhard S. Bleuler to introduce you to Amit

You →Bernhard · together at Eurex (2005–2006) →Amit

Ask Jamie Chen to introduce you to Amit

You →Jamie · 2 people · together at Altruist →Amit

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You →Sam · 3 people · together at E*TRADE →Amit

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Chief Financial Officer at Altruist

Intro paths

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In turn, Amit can intro founders to Altruist's investors below.

Altruist's investors · 16

Adams Street PartnersChicago · $150M – $750M checks · since 2023Baillie GiffordEdinburgh · since 2025Collective LiquidityPlantationCraft VenturesSan Francisco · $50K – $50M checksDeclaration PartnersBethesda · since 2021Endeavor CatalystNew YorkFlyover CapitalKansas City · $500K – $2M checks · since 2023Geodesic CapitalSilicon Valley · since 2025GICSingapore · since 2025ICONIQSan FranciscoICONIQ CapitalSan Francisco · $5M – $100M checksICONIQ GrowthSan Francisco · since 2025Insight PartnersNew York · $120M – $350M checks · since 2023Salesforce VenturesSan Francisco · $5M – $50M checks · since 2025Sound VenturesSanta Monica · since 2024VenrockPalo Alto · $500K – $10M checks

Co-founders at Altruist

JWJason Wenk
Jason WenkFounder

Experience

  1. AltruistChief Financial Officercurrent2026 — present
  2. RobinhoodCFO, Brokerage Division2023 — 2025
  3. Morgan StanleyCFO Digital Direct & WM Marketing2022 — 2023
  4. Morgan StanleyHead of Finance, Digital Direct & WM Marketing2020 — 2022Chicago, Illinois, United States
  5. E*TRADESenior Director, Trading Brokerage Investing and Marketing Finance2020Chicago, IL, United States
  6. E*TRADEDirector, Trading Brokerage and Investing Finance2019 — 2020Chicago, Illinois, United States
  7. E*TRADEDirector, Trading and Brokerage Finance2015 — 2019Chicago, Illinois, United States
  8. Charles SchwabSr. Finance Manager, Operations & Risk2014 — 2015Chicago, Illinois
  9. Charles SchwabSr. Finance Manager, Retail Investor Services2012 — 2014Chicago
  10. Total AttorneysController2009 — 2011Chicago
  11. U.S. Futures ExchangeController2006 — 2009Chicago
  12. EurexFinancial Analyst2003 — 2006Chicago

Skills & more

Market Expansion & Product ProfitabilityPricing Strategy & MonetizationAcquisition IntegrationMergers & Acquisitions (M&A)Business TransformationCapital AllocationExecutive ReportingStrategic Financial ManagementP&L ManagementLeadership & Talent DevelopmentFinancial Planning and Analysis (FP&A)Capital Strategy
+8 morePricing & MonetizationM&A IntegrationForecastingCash ManagementDue DiligenceFinancial StatementsAccounting ManagementManagerial Finance

Languages English · Hindi

  • General Securities Series 7 — FINRA
  • Certified Public Accountant (CPA) — American Institute of Certified Public Accountants (AICPA)

From Amit's professional profile.

Frequently asked questions

Who is Amit Miglani?
Chief Financial Officer at Altruist
Where does Amit Miglani work?
Amit Miglani is Chief Financial Officer at Altruist.
Where did Amit Miglani go to school?
Amit Miglani studied at Panjab University (Bachelors, Commerce); Illinois Institute of Technology (Masters, Finance).

Same school

Shared employers