Apex Clearing — Fintech and DeFi Research Archive

Altruist CEO Jason Wenk on WealthTech, financial planning, advice, and generally improving financial health

In this conversation, we chat with Jason Wenk, who is the Founder & CEO at Altruist. Apart from this Jason is a writer, self-proclaimed math geek, and investment systems developer. He began his career at Morgan Stanley in NYC at age 20, working on investment research and asset management systems development. After this Jason founded FormulaFolios: quantitative, computer-driven investment models based on academic research to help remove emotion from investing. FormulaFolios would later develop into a standalone asset manager and go on to rank as a fastest-growing private company by Inc. magazine 4 years in a row, reaching as high as #10 in 2017.

More specifically, we discuss all things wealth tech, as well as, serving people with financial planning, financial advice, and generally improving their financial health.

roboadvisor, digital investing, exchanges / cap mkts, marketing, entrepreneurshipLex SokolinAugust 20, 2021Altruist, FormulaFolios, Morgan Stanley, Betterment, Wealthfront, Fidelity, AdvisorEngine, Apex Clearing, TD Ameritrade, Schwab

How $12 Billion in Fintech SPAC capital is teaching us about the economics of target unicorns like Payoneer, Apex, SoFi, and MoneyLion

This week, we look at:

The $12 billion in cumulative SPAC capital focused on Fintech, of which $3.6 billion has been raised in 2021 Q1 alone
Analysis of the private and public financial services markets and their valuations of profitability and revenue
A deeper look at the fundamentals and business mix of SPAC targets MoneyLion, Payoneer, Apex Clearing, and SoFi
Not everything that glitters is gold

IPO / SPAC, neobank, paytech, venture capitalLex SokolinFebruary 15, 2021MoneyLion, Payoneer, Apex Clearing, SoFi

Fintech & DeFi Research Archive🔄

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