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Oisín Breen

Latest in my on Altruist's $112 million Series D.

I love how one investor, Marty Bicknell, noted smaller ambitions than some of the more bullish VC types: "Competing with Schwab & Fidelity is years away, if ever."

Also loved Altruist founder and CEO Jason Wenk's chuckled retort: “Mum's the word but there's a reason it's a good investment for them.”

riabiz.com/a/2023/4/13/altruis

Altruist's Jason Wenk wins Marty Bicknell's capital as part of $112-million 'D' raise but the bigger challenge is winning his RIA's AUM | RIABizAltruist's Jason Wenk wins Marty Bicknell's capital as part of $112-million 'D' raise but the bigger challenge is winning his RIA's AUMBy Oisin Breen
#fintwit#RIA#finance
Apr 14, 2023, 11:20 AM·Public·Web
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