Altruist CEO offers outlook for alternatives, AI tax planning

Name: Altruist CEO offers outlook for alternatives, AI tax planning
Uploaded: 2026-06-16T21:10:25Z
Description: Jason Wenk, CEO and founder of Altruist, sits down with InvestmentNews anchor Gregg Greenberg to discuss how the wealth management industry is adapting to AI technology, including Altruist’s new Hazel AI tax planning platform.

Jason Wenk, CEO and founder of Altruist, sits down with InvestmentNews anchor Gregg Greenberg to discuss how the wealth management industry is adapting to AI technology, including Altruist’s new Hazel AI tax planning platform.