Jason Wenk
InvestorUnicorn founderChief Executive Officer and Founder at Altruist · Venture Partner at MatterScale Ventures
Los Angeles, California
Writes $150K – $750K checks · typically $450K
FoundedAltruist$1.9B
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44 people in our graph share verified history with Jason — schools, employers, funds. One of them is your warm intro.
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.
Chief Executive Officer and Founder at Altruist
Intro paths
In turn, Jason can intro founders to Altruist's investors below.
Altruist's investors · 15
Experience
- AltruistFounder / CEOcurrent2018 — presentLos Angeles, California, United States
- Endeavor Great LakesBoard Membercurrent2022 — present
- MatterScale VenturesVenture Partnercurrent2019 — present
- FormulaFoliosFounder / CEO2011 — 2018Costa Mesa, CA
- Retirement Wealth (acquired)Founder / CEO2005 — 2011Greater Grand Rapids, Michigan Area
Skills & more
From Jason's professional profile.
Investments
Investor
FINNYOnramp Investvanilla
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 Chief Executive Officer and 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 Invest, vanilla.
- 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".
