Company
We help RIAs give clients their best.
We’re a modern custodian.
We only work with RIAs and advisors who have a fiduciary responsibility to their clients.
Our mission is to make financial advice better, more affordable, and accessible to everyone.
We do this by simplifying everything RIAs need to do their best work—onboarding, funding, trading, portfolio management, billing, reporting, and more—in ways that help their clients keep fees low and reach their goals faster.
By the numbers.
#1
We’re the number one custodian RIAs consider switching to per the 2024 T3/Inside Information Software Survey.
Independent advisors rely on us to help them deliver better client outcomes.
150
Altruist strives to help advisors deliver an additional 150 basis points to their clients.
Meet Altruist.
Our leadership team is built from industry veterans working daily to disrupt an antiquated industry desperate for radical change.
Jason Wenk
Chief Executive Officer, Founder
Jason has lived and breathed the financial services industry over the last 20 years as a financial advisor, investment systems developer, analyst, and founder of his previous company, FormulaFolios.
Mazi Bahadori
Chief Operating Officer
Mazi brings decades of experience in legal, compliance, and operations from firms like PIMCO and Morgan Stanley. As COO, he ensures Altruist remains a stable, secure custodian—continually earning advisors’ trust to safeguard their clients’ life savings.
Harpreet Ahluwalia
Chief Product Officer
Harpreet is a seasoned SaaS and fintech product leader with experience at ServiceTitan, Salesforce, and UBS. As Head of Product at Altruist, he’s focused on delivering powerful, intuitive tools to independent advisors.
Rich Rao
Chief Business Officer
Rich brings deep experience from Google and Meta, where he helped scale multi-billion-dollar businesses. As Altruist’s Chief Business Officer, he leads growth and customer teams, focused on helping RIAs thrive through better technology and support.
Michelle Shotts
VP of Customer Success
Michelle is a customer experience leader known for reimagining how support and success teams serve users. At Altruist, she is focused on creating a modern, empathetic, and data-informed experience tailored to the needs of independent advisors.
Marc Greenberg
Chief Financial Officer
Marc is a seasoned financial executive with over 30 years of experience. He spent 12 years at Pixar and later took Blend public as CFO. At Altruist, he is responsible for helping the company scale with focus and financial discipline.
Sumanth Sukumar
Chief Technology Officer
Sumanth brings engineering leadership from Coinbase, Uber, and Meta, where he built at scale in complex, regulated environments. As Altruist’s CTO, he’s focused on driving innovation, quality, and speed—especially through the thoughtful application of AI.
Katherine Starros
VP of People
Katherine is a strategic People leader with experience building and scaling HR functions at high-growth startups. At Altruist, she oversees all things People—focusing on hiring exceptional talent, supporting leadership, and building a culture where advisors and employees thrive.
Jason Wenk
Chief Executive Officer, Founder
Jason has lived and breathed the financial services industry over the last 20 years as a financial advisor, investment systems developer, analyst, and founder of his previous company, FormulaFolios.
Mazi Bahadori
Chief Operating Officer
Mazi brings decades of experience in legal, compliance, and operations from firms like PIMCO and Morgan Stanley. As COO, he ensures Altruist remains a stable, secure custodian—continually earning advisors’ trust to safeguard their clients’ life savings.
Harpreet Ahluwalia
Chief Product Officer
Harpreet is a seasoned SaaS and fintech product leader with experience at ServiceTitan, Salesforce, and UBS. As Head of Product at Altruist, he’s focused on delivering powerful, intuitive tools to independent advisors.
Rich Rao
Chief Business Officer
Rich brings deep experience from Google and Meta, where he helped scale multi-billion-dollar businesses. As Altruist’s Chief Business Officer, he leads growth and customer teams, focused on helping RIAs thrive through better technology and support.
Michelle Shotts
VP of Customer Success
Michelle is a customer experience leader known for reimagining how support and success teams serve users. At Altruist, she is focused on creating a modern, empathetic, and data-informed experience tailored to the needs of independent advisors.
Marc Greenberg
Chief Financial Officer
Marc is a seasoned financial executive with over 30 years of experience. He spent 12 years at Pixar and later took Blend public as CFO. At Altruist, he is responsible for helping the company scale with focus and financial discipline.
Sumanth Sukumar
Chief Technology Officer
Sumanth brings engineering leadership from Coinbase, Uber, and Meta, where he built at scale in complex, regulated environments. As Altruist’s CTO, he’s focused on driving innovation, quality, and speed—especially through the thoughtful application of AI.
Katherine Starros
VP of People
Katherine is a strategic People leader with experience building and scaling HR functions at high-growth startups. At Altruist, she oversees all things People—focusing on hiring exceptional talent, supporting leadership, and building a culture where advisors and employees thrive.
Board of Directors
Bill McNabb
Bill served as chairman of The Vanguard Group from 2008 until his retirement in 2018 and as CEO until 2017. Today, Bill sits on boards including IBM, UnitedHealth Group, and Axiom.
Nick Beim
Nick is a Partner at Venrock. Prior, he was a Partner at Matrix Partners and worked in the technology groups at McKinsey and Goldman Sachs.
Jonathan Rosenbaum
Jonathan is a Managing Director at Insight Partners. He sits on the numerous boards, including 6sense, LeanTaaS, and SimpleNexus.
Brian Stern
Brian has been a Partner at Declaration Partners since 2019. Prior, he was Head of Strategic Investments at Stone Ridge Asset Management and Managing Director and Head of BlackRock Private Markets at BlackRock.
Yoonkee Sull
Yonkee is the General Partner at ICONIQ Growth. He also serves as a lead partner and/or board member for Fetch Rewards, Wealthsimple, Intercom, Motorway, Recharge Payments, Squire, and Groww.
Vinay Yarlagadda
Vinay is a Managing Director at GIC, where he leads fintech and proptech investments and serves on the global investment committee. He has backed Affirm, Stripe, Ramp, Checkout.com, Monzo, and more.
Join us.
Our entire team works toward building a world of better financial wellbeing. And we’re always looking for more Altruists to come onboard.
