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A journal dedicated to helping you grow your business and help your clients better.

Join Altruist

Lower costs and increase productivity with the only fully-integrated, digital platform for financial advisors.

Feel good about
your money.

altruist company illustration

We’re on a mission to make independent
financial advice better, more affordable,
and more accessible.

When it comes to personal
finances, there’s a lot of
noise out there.

Trying to manage money on your
own can feel overwhelming.

altruist investors

Wall Street is not looking
out for you.

Many companies sell high-commission products, charge excessive fees, or may use deceptive practices to make money.

We think there’s a better way. You deserve transparency, fair pricing, and great, independent financial advice.

So we started Altruist.

We want to help tens of millions of people have an amazing experience with their money by supporting thousands of financial professionals.

Our software makes advisors more efficient and gives them the freedom to charge less. This means you’ll pay less, make more, and gain confidence.

altruist advisor working

Altruist is backed by some of the country’s top
investors, including Venrock, Vanguard, and
Insight Partners.

Together, we're breaking down barriers
into wealth management.

Our team is motivated by
doing what’s right.

Meet Altruist.

Jason Wenk

CEO, 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.

With Jason as CEO, FormulaFolios achieved a 13,927% 3-year growth rate and managed over $3.2 billion. This rapid growth ranked the firm as a fastest-growing private company in the country by Inc. magazine 4 years in a row, reaching as high as #10.

Jason was recently named a national EY Entrepreneur of the Year in 2018.

Nachiket Shiralkar

Chief Technology Officer

Nachiket leads the technology efforts to build a strong foundation for Altruist and help deliver on our mission. He’s held a myriad of engineering-focused roles throughout his career. He joined Altruist after working at fintech company, Tala, where he served as CTO leading teams across the globe. 

At Tala, Nachiket led the efforts to launch a global lending platform. Prior to that, he spent four years at Ticketmaster as Senior Director of Engineering and VP of Engineering. At Ticketmaster, he helped build a new generation of consumer products. An accomplished technologist and inspirational engineering leader, Nachiket is known for building high-performing teams and systems.

Nachiket graduated from Pune University and University at Buffalo with a Masters in Computer Science.

Mazi Bahadori, JD, MBA

CCO, EVP Operations

Mazi is a seasoned veteran in financial technology, having previously served as the CCO and Director of Operations for Aspiration. Prior to this, he worked for PIMCO as VP of Legal & Compliance, Morgan Stanley as a financial advisor and Goldman Sachs as a government affairs associate.

He began his career serving as an aide in the U.S. Congress and the White House Counsel’s office. Mazi holds a JD and MBA from Chapman University and a BA in History from UC Berkeley.

As a finance executive, Mazi has been responsible for legal, compliance, operations, investor relations, risk management, and cybersecurity functions.

Katherine Starros, SPHR®

VP, People

Katherine builds, implements, and leads all recruiting, people programs, and processes that enable a thriving world-class culture as Altruist continues to grow.

Prior to joining Altruist, she held people leadership roles at tech companies Deep 6 AI and ATTN:. Her ability to develop relationships combined with her unique blend of experience in both recruiting and operations strategy makes her critical in helping Altruist scale sustainably.

Katherine graduated from the University of California, Los Angeles, magna cum laude with a bachelor’s degree in anthropology and classical civilization. She continued her education at UC Berkeley, completing business administration, accounting, HR, and financial planning classes. Katherine holds the Senior Professional in Human Resources certification from the HR Certification Institute (HRCI®).

Harpreet Ahluwalia, MBA

Chief Product Officer

Prior to Altruist, Harpreet was VP of Product at ServiceTitan, where he led the product management and product design teams and helped establish the company as the leading software platform for home services businesses.

Earlier in his career, he held product management roles at Salesforce, YP.com, and Citysearch.com. He also worked as an associate investment banker at UBS.

Harpreet holds an MBA from the Yale School of Management and a Bachelor of Arts in Applied Mathematics from UC Berkeley.

Michelle Shotts

VP Customer Success

Putting customers first is Michelle’s motto. She’s made a career out of launching and scaling new initiatives and functions, as well as transforming struggling businesses. 

Before joining Altruist, Michelle worked at PatientPop Inc. as VP of Customer Success. During her time there, she created a culture focused on growth and development while improving productivity by over 20%, achieving 125% of the annual upsell target and improving Net Promoter Score® (NPS®) from 30 to 41. 

Michelle graduated from Arizona State University and holds a Voice of the Customer professional certification.

Herbert Walton

Head of Compliance

Britny Horton

Associate Producer

Jacob Walther

CSS, Tech Ops Support

Kennary Macwan

Senior Brand Associate

Jack Wright

Senior Manager, Compliance

Julia Kim

Lead Product Designer

Darrick Rousseau

Head of Growth

Ellie Kibbe

Director, Product Design

Ross Labardee

Engineering Manager

Torie Yamamoto

Director of Compliance

Chris Eversley

Employee Experience Specialist

Saier Jiang, CFP®

Client Advocate

Dominique Bellamy

Team Lead, Support

Nandini Chavali

Senior Engineering Manager

Alexandra Mora

Product Manager

Rachel Brown

Group Product Manager

Gabriel Kleiner

Senior Director, Compliance

Alex Solis

Senior Manager, Financial Crime Prevention

Blake Hunter

Product Designer

Roman Naimushin

Product Designer

Stephanie Ladjevardi

Director, Talent Acquisition

Michael Byram

Director of Engineering

Amanda Post

Front End Engineer

Jordan Daniels

Senior Software Engineer

Dasarte Yarnway

Head of Community

Rob Manukyan

Lead Product Designer

Mariam Nersisyan

Software Engineer

Valery Guinto

Senior Compliance Associate

Nanea Fujiyama

Director, People

Shabana Siyed

Marketing Manager

Andrea Carlson

Senior Customer Support Specialist

Raphael Rivero

Growth Marketing Associate

Taylor Wilson

Senior Manager, Client Group Operations

Gokul Ramanathan

Quantitative Researcher

Justin Lewis

Senior Engineer

Nicholas DiDominicus

Broker-Dealer Operations Representative

Adam Grealish

Director of Investment Solutions & GM of Advisory

Ryan Wenk

Senior Manager, Workplace & Employee Experience

Nathan Busscher

Sr. Director, Product Management

Eugeny Porubaev

Backend Engineer

Valerii Iakovlev

Backend Engineer

Rebecca Veraldi

Customer Success Associate

Krunal Joshi

Senior Software Engineer

Samantha Durant

Front End Engineer

Brittney Castro, CFP®

Head of Education

Ted Zhang

Principal Product Manager

Igor Tseluiko

Staff Software Engineer

Jeff Skafi

Front End Engineer

What financial advice should be.

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