Building the Future of Advice with Jason Wenk (Ep. 11)

Behind the Curtain Finance
23/09/2025 39 min
Building the Future of Advice with Jason Wenk (Ep. 11)

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Episode Synopsis

What happens when the infrastructure of financial services finally catches up to the modern world of cloud, APIs, and AI? In this episode of Behind the Curtain Finance, host Thomas Manetta sits down with Jason Wenk, founder and CEO of Altruist, the first fully integrated digital custodian designed for independent advisors. Together, they explore how …

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