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Jason Wenk

Title: Founder and CEO Company: Altruist

Jason built his first firm, FormulaFolios, into one of America’ s fastest-growing companies before founding Altruist in 2018 to modernise the plumbing behind independent financial advice. He has raised money from investors including Vanguard and in 2023 made Altruist the only full-service custodian built specifically for registered investment advisers( RIAs).

71

Tommy Nicholas

Title: Co-Founder and CEO Company: Alloy

Tommy Co-Founded Alloy in 2015 with Laura Spiekerman and Charles Hearn after years working in highrisk payments, where he saw firsthand how hard identity checks were for financial firms. Alloy struggled for its first four years before growing into a business serving hundreds of banks and fintechs, now valued above US $ 1bn.

28 fintechmagazine. com