JW

Jason Wenk

Venture Partner at MatterScale Ventures

Los Angeles Metropolitan Area

Overview

Work Experience

  • Founder / CEO

    2018 - Current

    I founded Altruist to make investing fair and financial advice better. We're building a fully integrated RIA custodian for modern financial advisors who put their clients first.

  • Venture Partner

    2019

    A venture capital fund targeting industries that matter and companies that scale.

  • Founder / CEO

    2011 - 2018

    [acquired] Founded FormulaFolios as a quantitative investment research firm. Over the years the platform developed into a tech enabled Investment Adviser with over $3.2 billion in AUM (as of 10/2018). As founder and CEO I was awarded the GRBJ Newsmaker of the Year award in 2016 and 2017 (finance category) as well as the Michigan/NW Ohio EY Entrepreneur of the Year in 2018 (industry disrupter category). FormulaFolios ranked on the Inc. 500 for 3 consecutive years from 2016 to 2018, reaching as high as #10 in the US in 2017.

  • Founder / CEO

    2005 - 2011

    I founded Retirement Wealth to build a national network of fiduciary advisors specializing in comprehensive financial planning for those near, or in retirement. The company grew to more than 100 independent financial advisors managing over $1.8B in AUM, ultimately leading to a successful acquisition by Brookstone Capital Management.

Relevant Websites