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

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

Feel good about
your money.

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We’re on a mission to make investing fair
for everyone, allowing real people to earn
more while paying less.

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There are a lot of people that claim to do the right thing when it comes to
your finances.

Unfortunately, that’s not what
most of us are feeling.

Wall Street is not looking out for you.

For whatever reason, those who have chosen to work around money all seem to want more of it for themselves.

Some by stealing, but most by doing totally legal (though unsavory) things like selling high commission products, charging high fees, or flat out hiding the way they make money off of you.

So we started Altruist.

We want people who have chosen great advisors to have a great experience.

We’re going to help tens of millions of people by helping thousands of financial professionals.

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

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Altruist is backed by one of the most
storied VCs in the US, Venrock.

Together, we’re going to fix the broken
parts of finance and investing.

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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.

Ashit Joshi

CTO

Before Altruist, Ashit served as the CTO of Rocket Lawyer, where he was responsible for building a platform that offered online legal services. He helped the company innovate by leveraging block chain technologies for
self-executing contracts.

Prior to Rocket Lawyer, Ashit spent 11 years building the text book rental service, Chegg. As an early employee of Chegg, he helped the company transition from a small Silicon Valley start up to a leader in education technology.

Ashit holds Masters in Computer Engineering and a Bachelors of Engineering in Computer Science.

Mazi Bahadori, JD, MBA

CCO, VP Securities

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. 

Harpreet Ahluwalia, MBA

VP Product

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.

John Scianna

VP Brand & Design

John was part of the team along with Jason Wenk that helped FormulaFolios manage their explosive growth. As the company’s Creative Director, he and his team built products to help advisors grow and manage their practices. They also worked with advisors to find their brand voice and better reach their ideal customers.

Before entering the financial services sector, he spent time at several marketing agencies helping a broad array of businesses with their brand identity and marketing.

John received a Bachelor of Fine Arts Degree with a Graphic Design emphasis from Kendall College of Art and Design.

Ross Labardee

Engineering Manager

Yousra Hebeishy

Customer Success Associate

Roman Naimushin

Product Designer

Tyrone Ross

Director of Community

Shabana Siyed

Marketing Manager

Gabriel Kleiner

Director of Compliance

Brittney Castro, CFP®

Head of Education

Michael Byram

Engineering Manager

Michelle Shotts

Head of Customer Success

Amanda Post

Front End Engineer

Rob Simon

Principal UX Designer

Nandini Chavali

Engineering Manager—QA/Automation

Jordan Daniels

Front End Engineer

Mariam Nersisyan

Software Engineer

Andres Ramos

Growth Manager

Gokul Ramanathan

Quantitative Researcher

Cherith Simmons

Front End Engineer

Ryan Wenk

Operations Manager

Eugeny Porubaev

Backend Engineer

Sam Folk

Lead Backend Engineer

Valerii Iakovlev

Backend Engineer

Krunal Joshi

Software Engineer

Samantha Durant

Front End Engineer

Ted Zhang

Principal Product Manager

Teddy Levitt

Client Advocate

Jeff Skafi

Front End Engineer

Rebecca Veraldi

Customer Success Associate

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