Tag: Altruist
How AI Is Changing the Future of Financial Advice with Fernando San Martin (Ep. 21)

How AI Is Changing the Future of Financial Advice with Fernando San Martin (Ep. 21)

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AI gets talked about everywhere these days, but what does it actually look like when it becomes a practical tool for financial planning?

In this episode, Thomas Manetta welcomes Fernando San Martin, Senior Product Manager of Hazel by Altruist, for a conversation about the rapid changes taking place in financial planning. Fernando shares his journey from co-founding Thyme to joining Altruist, along with insights into how AI-powered tools are helping advisors uncover planning opportunities, save time, and deliver a better client experience.

Thomas and Fernando discuss: 

  • How Hazel’s AI-powered tax planning tool identifies planning opportunities
  • Why tax planning has become an essential part of financial advice
  • The impact of AI on advisor productivity and client service
  • The future of financial planning technology 
  • And more!

Connect with Thomas Manetta: 

Connect with Fernando San Martin:

About our Guest: 

Fernando San Martin is the Senior Product Manager of Hazel at Altruist. Originally from Spain, Fernando has built his career at the intersection of finance, software, data, and artificial intelligence. Before joining Altruist, he co-founded Thyme, an AI-powered financial planning platform designed to help advisors deliver more efficient and impactful advice. Following Altruist’s acquisition of Thyme, Fernando joined the team to lead the development of Hazel, helping advisors leverage AI-driven insights across tax planning, financial planning, and client engagement. He is passionate about using technology to improve financial outcomes while preserving the human relationships that make advice meaningful.

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Scaling Smarter: Technology, Clients, and Legacy (Ep. 12)

Scaling Smarter: Technology, Clients, and Legacy (Ep. 12)

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Advisors frequently face the challenge of striking a balance between growth, independence, and client care.

How do you use technology to scale without losing your personal touch? How do you create a path for future generations of advisors while building your own legacy?

In this episode of Behind The Curtain Finance, Thomas Manetta reflects on his conversation with Jason Wenk of Altruist and explores how technology, independence, and long-term vision can reshape advisory practices. He shares his goals for scaling, the promise of AI-driven tools, and his vision of mentoring the next generation of advisors.

Key takeaways:

  • The transformative potential of Altruist’s platform for solo advisors aiming to scale beyond traditional limits
  • How AI and integrated tech stacks are redefining efficiency and client service
  • Real-world example of using Holistiplan to impress prospects with instant, actionable tax insights
  • Why independence allows advisors to put clients first without conflicts of interest
  • The vision of building a legacy by mentoring young advisors and creating pathways to ownership
  • And more!

Resources: 

Connect with Thomas Manetta: 

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

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

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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 technology is reshaping financial services, from APIs and microservices to agent-based AI support like Hazel and paraplanners.

Thomas and Jason discuss:

  • Why legacy financial infrastructure holds advisors back, and how vertical integration changes the game
  • The role of APIs and cloud-native architecture in building seamless advisor and client experiences
  • How AI agents may transform operations, scale, and client outcomes in the next 24 months
  • Why the future of advice depends on empathy, authenticity, and human connection, even in a tech-driven world
  • And more!

Resources:

Connect with Thomas Manetta: 

Connect with Jason Wenk:

About our Guest:

Jason Wenk is the founder and CEO of Altruist, the first custodian built intentionally from the ground up to support independent financial advisors who want to do the best possible work for their clients with as few conflicts as possible.

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