Altruist @altruist
The only modern custodian built exclusively for RIAs. Altruist Financial LLC, Member FINRA/SIPC altruist.com Culver City, CA Joined October 2018-
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🎙️ Don't miss this live episode of The Advisor Journey! @jasonwenk and Dasarte Yarnway are joined by Wes White, Alex Newman, and Jason Ray; they dive into powerful strategies for building client trust. Spotify: open.spotify.com/episode/6MWkEu… Apple: podcasts.apple.com/gb/podcast/taj…
Did you miss our Nashville Altruist Academy? We're gearing up for our LA Academy, featuring yoga, happy hours, and peer-led sessions on planning, growth, and client delight. Watch the sizzle reel to see what you can expect and register now! altruist.com/altruist-acade…
One more day to register for our webinar on breakaway best practices. Bob Gavlak, CFP®, will be sharing: - His journey to independence and what he would have done differently. - Challenges advisors should consider and how to find success as a breakaway advisor. - Best…
One more day to register for our webinar on breakaway best practices. Bob Gavlak, CFP®, will be sharing: - His journey to independence and what he would have done differently. - Challenges advisors should consider and how to find success as a breakaway advisor. - Best…
It's possible @altruist has released more features than all other RIA custodians in the 10 yrs, combined. 🤔 April was pretty awesome on that front. Big thanks to the thousands of advisors using our Ideas feature and co-creating the best platform possible.…
Help clients earn more with 5.10% APY on Altruist Cash accounts. Plus clients get access to FDIC insurance of up to $1M for individual accounts and $2M for joint accounts through our partner banks. No minimum balance, and zero annual fees. APY is variable and can change. Other…
Thinking of breaking away? Join our monthly webinar series where we chat with advisors who've done it. In our first session, Altruist's Sean Janas, CFP® talks with Bob Gavlak, CFP®. We'll cover best practices, challenges, and live Q&A. Register: events.altruist.com/breakaway-chro…
Did you miss #TheAdvisorJourney episode on Altruist Cash? Our hosts @jasonwenk and Dasarte Yarnway discuss the trade-offs advisors face when helping clients implement cash management strategies without the right tools. Listen now. Spotify: open.spotify.com/episode/5bHNwM… Apple:…
Transferring accounts to Altruist just got a whole lot easier. With this new update to our account opening process, ACATs are now embedded into our digital workflow—eliminating extra steps for advisors and allowing clients to onboard faster.
Thomas Kopelman 💵 @TKopelman
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I feel likes there’s a new feature every time I log in
It's possible @altruist has released more features than all other RIA custodians in the 10 yrs, combined. 🤔 April was pretty awesome on that front. Big thanks to the thousands of advisors using our Ideas feature and co-creating the best platform possible.…
It's possible @altruist has released more features than all other RIA custodians in the 10 yrs, combined. 🤔 April was pretty awesome on that front. Big thanks to the thousands of advisors using our Ideas feature and co-creating the best platform possible.…
Using the @altruist Custom Model Portfolio feature, we've been able to craft custom in-house investment strategies that take advantage of frequent, rules-based, automatic rebalancing. The preliminary results have been very good
We are thrilled to announce the official launch partners of Future Proof Citywide! Future Proof Citywide will take place in Miami Beach from March 16-19, 2025 and is set to be the broadest and most significant wealth and asset management event in the world. Please visit…
@ScottyHike @MichaelKitces No need to “repaper” if you head to @altruist
The industry leading onboarding keeps getting better ⭐️
Transferring accounts to Altruist just got a whole lot easier. With this new update to our account opening process, ACATs are now embedded into our digital workflow—eliminating extra steps for advisors and allowing clients to onboard faster.
@altruist Opened a few accounts this week and love the update So quick and easy
@jasonwenk @TheFinArtist @altruist I’ll make a t shirt and wear it to future proof
@danbennett31 It really is incredible what @altruist has accomplished. I opened accounts within minutes of onboarding my firm. Lightyears ahead of the others. I won't name any names but it took two months to get on another platform and I still can't open an account...
@danbennett31 I would switch to Altruist in a heartbeat if I had that final say in my firm. Modern, sleek, and user friendly. Its custodians like this that are setting the tone for the future of financial services.
@danbennett31 Holy f***in sh**. @altruist making shit happen! New slogan, @jasonwenk? Eh. It might be too much.
Altruist brokerage opened: 9:38am Bank account linked: 9:39am Client deposited funds: 9:41am Other Custodians….catch up
@jasonwenk this would be a big story at another custodian. But it’s no surprise because this type of market response is built into the DNA @altruist. And they’ve only just begun.
Another example of how @altruist is simply awesome. Anyone living in the US should consider having at least one account with them, and anyone outside the US should ask @jasonwenk what it would take for them to start accepting foreign addresses, currencies, and assets
As promised.... 🥁 Simply better pricing. Last week was a great opportunity to learn and get better. The result is the objectively simplest and most advisor and client friendly fee schedule in the industry. Thank you all for making us better. 🙏
No financial services company is doing this. Taking feedback, iterating this quickly, and delivering. Just another great moment in @altruist history. Proud to have them as a partner.
As promised.... 🥁 Simply better pricing. Last week was a great opportunity to learn and get better. The result is the objectively simplest and most advisor and client friendly fee schedule in the industry. Thank you all for making us better. 🙏
@RetireWithGrant Hit me up re: @altruist. I may not be able to speak to the b/d experience but I can share my experience with Altruist, which has been great but not without some hiccups--I'll keep it 💯.
@altruist “Fees are not now, and will never be, our primary source of revenue. We, and other custodians, make money primarily via interest on cash, fully-paid securities lending, and other channels like margin, options, etc.”