35
» Benefits from dedicated advisers to make
strategic growth decisions to compete
with major players in the market
» Received mentorship on talent and
fundraising strategy
» Attended the Endeavor Outliers event in
San Francisco
Jason Wenk
"rough FormulaFolios, Jason is transforming the financial advisory
and wealth management industries and helping everyday investors
achieve their financial goals. Using an algorithm-based money
manager and software platform, FormulaFolios caters to independent
financial advisors who need a hand operating their business and client
investments.
named 10th fastest
growing company in
America by Inc. 500
Financial Technology
industry
Grand Rapids
city
2017
year selected
FINANCIAL
TECHNOLOGY
» Attended Endeavor Investor Network
event in Palo Alto, California
» Benefitted from introductions to potential
investors
N
T
S
57
jobs
NETWORKS &
MENTORS
SMART
CAPITAL
TALENT
