Jason Wenk
Chief executive of Altruist and founder of Hazel, an AI-powered tax and planning tool for financial advisors that aims to improve wealth management efficiency and accessibility.
Top 3 podcasts with Jason Wenk
Ranked by the Snipd community
37 snips
Jan 29, 2026 • 59min
Custody Reimagined: How Jason Wenk and Altruist Are Disrupting the Status Quo
Jason Wenk, founder and CEO of Altruist and serial fintech entrepreneur. He explains why custody needed to be rebuilt from the ground up. He discusses vertical integration, simplified tech, aligned economics, and automation. He covers targeting modern RIAs, winning breakaways, and how AI and scale change operating costs.
9 snips
Feb 12, 2026 • 44min
Memory Prices Hit Cisco, Apple Faces Siri Snags
Jason Wenk, CEO of Altruist and founder of Hazel, an AI tax-planning startup. Conversation covers rising memory chip prices hitting Cisco amid AI demand. Apple’s Siri revamp faces testing delays and feature timing shifts. Wenk explains Hazel’s productivity boost for financial advisors and how integrated data and infrastructure give it an edge.
Sep 12, 2023 • 1h 51min
Ep 350: The RIA Custodian As The All-In-One Investment Operating System Of The Future With Jason Wenk
Jason Wenk, CEO of Altruist and former wealth management owner, discusses the development of a groundbreaking all-in-one custodian platform that enhances financial advisory services. He shares insights from his journey, including impactful business decisions and technology integration to streamline investment management. Wenk emphasizes the need for transparency in custodial fees and advocates for the fiduciary standard in all vendor relationships. His passion for improving accessibility in financial advice and the evolution of the industry is truly inspiring.
