Jason Wenk has led Altruist to become the fastest-growing custodian for independent RIAs, fundamentally reshaping an industry dominated by legacy institutions. Under his leadership, Altruist introduced the first vertically integrated, self-clearing custodial platform built exclusively for RIAs, eliminating operational inefficiencies and reducing advisor costs. Jason has championed innovation across Altruist’s offerings, from AI-powered tools to tax optimization features and real-time trading integrations. His bold approach to pricing, waiving portfolio accounting fees for custody clients and introducing a model marketplace three times more affordable than traditional TAMPs, has made premium tools accessible to advisors of all sizes.