For RIAs who want better outcomes, lower fees, and more time to do the real work of helping clients. Altruist Financial LLC, Member FINRA/SIPC
Culver City, CA
- Tweets 3,013
- Following 107
- Followers 5,256
- Likes 2,875
Our alternatives marketplace lets you track pre-IPO companies, subscribe to single-company SPVs & custody them. Accredited investors only. Participation is subject to offering availability, fund-manager approval, and applicable eligibility requirements. altruist.com/alternatives/
165
Big news from the Altruist team: We have just entered into a definitive agreement to be acquired by @Vanguard_Group.
Read the full announcement: altruist.com/news/vanguard-t…
6
3
27
10,261
Read a letter from founder and CEO Jason Wenk here: altruist.com/news/a-letter-f…
1
6
4,291
You can't put a GPS on a Model T and expect to go fast. The real unlock for wealth management growth starts with the right infrastructure. 🎙️Our COO Mazi Bahadori at @Wealth__Edge earlier this month:
2
7
1,312
"We can now operate at the speed of our clients' lives. Whether that's investing a windfall from a bonus or needing to close on a house, we can get this done in a moment's notice, not days or weeks."
- @dougboneparth, President and Founder, Bone Fide Wealth
4
1
14
3,283
The future of financial planning is here.
Hazel’s newest AI agent delivers polished comprehensive financial plans in minutes.
Join the waitlist to be one of the first to experience it👇
hazel.ai/financial-planning?…
7
1,508
Holistic Planning, a Texas-based enterprise advisory firm, has chosen Altruist as their preferred custodial partner, committing $450 million in assets to the platform.
Read the full announcement → altruist.com/news/holistic-p…
6
1,146
Today, we're launching alternatives on Altruist. With funds from @blackstone, @KKR_Co, @JPMorganAM, and Pantheon available at launch, advisors can offer clients strategies once reserved for the largest investors, all built directly into your custodian. Learn more ⤵️
1
4
803
The breakaway era is evolving. @JasonWenk joined @InvestmentNews to talk about what next-gen RIAs are getting right and what comes next:
🔗investmentnews.com/goria/pra….
1
4
2,022
Building a durable advisory firm starts with the right operational foundation. At @NitrogenWealth’s Fearless Investing Summit, Altruist's Nimesh Patel spoke w/ @advisorpedia to discuss custody infrastructure, native integrations, + how AI reduces operational complexity for firms.
1
537
Join us on June 4 for Q2 Office Hours, where we’ll pull back the curtain and give you an insider’s look at what’s new at Altruist.
If you want to learn more about what’s next for Altruist—and our customers—don’t miss this one.
See you there: altruist.com/events/office-h…
1
1,064
Join us Thursday May 21 at 10–10:45 am PT / 1–1:45 pm ET for a session, led by Altruist’s VP of Product Adam Grealish and Director of Sales Brad Sparks, on Altruist's #taxmanagement suite.
Register: altruist.com/events/maximize…
429
We’re launching the beta of Altruist Advisors, a new program that gives advisors the compliance support, custody, and operational infrastructure to build their practice.
@Diana_Britton broke the news: wealthmanagement.com/ria-new…
6
501
The best AI doesn't replace the advisor. It makes them better.
Read more via @TWA_News to see how firms, including Altruist, are creating tools to streamline workflows and surface new planning opportunities: thewealthadvisor.com/article…
1
350