12 January 2022 |

Why Grace Mellis is Bringing The Heat to Wealthtech


Today on WTFintech? I’m interviewing Grace Mellis, the first ever CFO of Altruist, a Los Angeles-based fintech and the first fully-integrated digital brokerage platform for financial advisors.

Grace is bringing the heat to the fintech and wealthtech space as she’s made it her mission as CFO to ensure diversity, inclusion, and equity continue to be woven into every facet of the company. In our conversation we get candid about Grace’s story as a fintech leader, the future of wealth tech, and what’s up next for Altruist.

You can follow Altruist on Twitter @altruist

Check out Grace’s finlit book for kids: https://www.barnesandnoble.com/w/koa-the-crocodile-grace-mellis/1140522117

You can keep up-to-date with everything WTFinech? at https://workweek.com/brand/wtfintech/

This episode of WTFintech is brought to you by our friends at Yieldstreet.