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Jason Wenk
InvestorUnicorn founderFounder at Altruist · Venture Partner at MatterScale Ventures
Los Angeles, California
Writes $150K – $750K checks · typically $450K
FoundedAltruist$1.9B
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About
Jason Wenk is a fintech executive and self-taught engineer who has spent more than two decades working to make financial advice more affordable and accessible. He began his career at Morgan Stanley in New York at age 20, working on investment research and asset management systems. In 2004 he founded Retirement Wealth Advisors, which reached $100M in AUM, then launched FormulaFolios, an RIA that grew from $0 to nearly $4B in AUM in six years and appeared on Inc.'s fastest-growing companies list four years running. He is currently founder and CEO of Altruist, a modern custodian and commission-free brokerage platform built for independent fiduciary financial advisors.
Beyond investing
- Founded
- Founded Altruist, a modern custodian and commission-free brokerage platform for independent financial advisors. Founded FormulaFolios, an RIA that grew from $0 to nearly $4B in AUM in six years. Founded Retirement Wealth Advisors in 2004, which reached $100M in AUM.
- Education
- Studied Computer Science and is largely a self-taught engineer.
- Communities
- Is a speaker and mentor to financial advisors across the country.
- Awards
- Named an EY Entrepreneur of the Year in 2018. Named GRBJ Newsmaker of the Year in the finance category in 2016 and 2017. FormulaFolios ranked among Inc. magazine's fastest-growing private companies four years in a row, reaching #10 in 2017.
- Hobbies
- Describes himself as a math geek.
- Family
- Describes himself as a husband and father.
From Jason's own website — common ground for a warm intro.
Founder at Altruist
Intro paths
In turn, Jason can intro founders to Altruist's investors below.
Altruist's investors · 16
Investments
Investor
FINNYOnrampVanilla Network
Per curated public sources.
Writing
All posts ↗Colleagues at MatterScale Ventures
Network1
Investors connected to Jason in public investor directories — a warm-intro map.
Frequently asked questions
- Who is Jason Wenk?
- Jason Wenk is a fintech executive and self-taught engineer who has spent more than two decades working to make financial advice more affordable and accessible. He began his career at Morgan Stanley in New York at age 20, working on investment research and asset management systems. In 2004 he founded Retirement Wealth Advisors, which reached $100M in AUM, then launched FormulaFolios, an RIA that grew from $0 to nearly $4B in AUM in six years and appeared on Inc.'s fastest-growing companies list four years running. He is currently founder and CEO of Altruist, a modern custodian and commission-free brokerage platform built for independent fiduciary financial advisors.
- Where does Jason Wenk work?
- Jason Wenk is Founder of Altruist and Venture Partner at MatterScale Ventures.
- What check size does Jason Wenk write?
- Jason Wenk typically writes checks of $150K – $750K.
- What companies did Jason Wenk found?
- Jason Wenk founded Altruist.
- What companies has Jason Wenk invested in?
- Investments tracked here include FINNY, Onramp, Vanilla Network.
- What awards has Jason Wenk received?
- Named an EY Entrepreneur of the Year in 2018. Named GRBJ Newsmaker of the Year in the finance category in 2016 and 2017. FormulaFolios ranked among Inc. magazine's fastest-growing private companies four years in a row, reaching #10 in 2017.
- What has Jason Wenk written?
- Jason Wenk has 1 tracked post on jasonwenk.com, including "Managing Money and Risk in the COVID-19 Era".
Founder mafias
MatterScale Ventures mafia7
Also came through, then founded or led a company.
About this profile. Compiled from public sources — MatterScale Ventures's own website, press coverage and public professional profiles — and summarised by Fundraising Fox; every fact is kept with where it came from. Spotted an error, or would rather not be listed? Email privacy@fundraisingfox.com · How we build profiles · Your rights