Jason Wenk
CEO and Founder @ Altruist
Venice, United States
Jason Wenk is a Series A investor at Altruist in Venice focused on FinTech and Wealth Management. Jason Wenk is the Founder & CEO of Altruist. He previously was Founder & CEO of FormulaFolios and prior worked at Morgan Stanley as a Systems Analyst. Jason attended Harvard Business School.
- Total investments:
- 4
- Last investment:
- Lead investor:
- 0%
Last updated:
For AI agents: llms.txt
Industries Jason Wenk invests in
Stages Jason Wenk invests in
Countries Jason Wenk invests in
Investment Focus
Industry
- FinTech 2 (50%)
- Wealth Management 2 (50%)
- Financial Services 2 (50%)
- Artificial Intelligence 2 (50%)
- Software 1 (25%)
Stage
- Series A 2 (50%)
- Seed 1 (25%)
Investments
| Company | Description | Round | Links |
|---|---|---|---|
FINNY
|
FINNY is an AI prospecting tool that provides technology solutions for financial advisors. | $17M / Series A / Dec 18, 2025 | |
Vanilla
|
Vanilla is the world’s first Estate Advisory Platform, purpose-built by advisors and estate professionals to help wealth management firms deliver a holistic, modern estate planning experience to their clients. With Vanilla, advisors, planners, and estate attorneys can deliver differentiated advice, expand their client relationships, win newbusiness, and increase their ongoing value by offering simplified, scalable estate analysis to every client. Learn more about how Vanilla is reinventing the estate planning experience, end-to-end at www.justvanilla.com. | $11.6M / Series A / Aug 30, 2021 | |
Onramp Invest
|
Onramp Invest is a digital comprehensive crypto-asset management solution that helps financial advisors to invest in cryptocurrency. | $6M / Seed / Aug 03, 2021 | |
|
Onramp Invest
|
Onramp Invest is a digital comprehensive crypto-asset management solution that helps financial advisors to invest in cryptocurrency. | Seed / Feb 01, 2021 |
Co-Investors
About Altruist
Altruist offers a digital platform designed to support independent financial advisors in managing their practices. The company provides integrated tools for account opening, trading, portfolio reporting, and billing within a unified system. Its services include commission-free fractional share trading, a model marketplace for investment strategies,and automated portfolio rebalancing. Altruist also offers features such as digital account funding, customizable fee billing, and performance reporting to streamline advisors' operations. The platform aims to simplify the technology stack for advisors, enabling them to focus more on client engagement and business growth. Additionally, Altruist provides resources like the RIA Launch Kit and Custodian Buyer's Guide to assist advisors in establishing and scaling their firms. The company is backed by investors including Venrock, Vanguard, and Insight Partners.
Altruist Contacts
| Name | Phone | Socials | |
|---|---|---|---|
Dan Petty
Chief Information Security Officer
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Gabriel Kleiner
Director Of Compliance
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Harpreet Ahluwalia
VP Product; Chief Product Officer
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Jason Wenk
CEO and Founder
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LaSalle Vaughn
CCERO
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FAQ
What does Jason Wenk invest in?
Jason Wenk invests primarily in FinTech, Wealth Management and Financial Services startups, most often at Series A and Seed stage. Most of the 4 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.
When did Jason Wenk last invest?
The most recent investment recorded for Jason Wenk closed in Dec 2025. Shizune tracks 4 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.
Is Shizune's investor data accurate?
Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.
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