Investing - Theory, News & General • Re: Vanguard Buys Wealth Management Platform Altruist

The CEO of Altruist was interviewed on Barry Ritholtz's podcast in July. Interesting to hear his future plans when this deal was in the middle of negotiations!

Barry speaks with Jason Wenk, founder and CEO of Altruist, a modern custodian for independent financial advisors. They discuss how Jason started the company and his plans to change asset management. Jason also weighs in on the state of RIAs, and AI.

You have to keep running the business because deals fall through.

Statistics: Posted by Daynedog2026 — Wed Aug 26, 2026 11:10 pm