Introducing Altruist Cash 💰 Your clients get 5.10% APY on cash. 💲11x the national average 💲No more pushing clients to third-party solutions 💲Same day liquidity 💲$0 Minimums Advisors no longer have to choose between visibility into your client’s entire financial picture and getting access to a higher APY. Learn more: https://lnkd.in/gb7B2FEV Please see altruist.com/cash for more information.
Altruist
Financial Services
Culver City, California 17,134 followers
The only modern custodian built exclusively for RIAs. Altruist Financial LLC, Member FINRA/SIPC
About us
The modern custodian for RIAs. Build the best version of your firm when you partner with a custodian that brings together critical RIA technology and great customer service. With intuitive software for account opening, trading, reporting, and billing bundled into a streamlined solution, advisors of all sizes are empowered to run the practice they envisioned. Get started for free and join over 1,800 independent advisors at altruist.com Altruist Financial LLC, Member FINRA/SIPC
- Website
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https://altruist.com
External link for Altruist
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Culver City, California
- Type
- Privately Held
- Founded
- 2018
- Specialties
- fintech, UX, and transparency
Locations
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Primary
3030 S La Cienega Blvd
Culver City, California, US
Employees at Altruist
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Alex Chalekian
Helping people achieve financial freedom for over 25 years. | CEO of Lake Avenue Financial | Founder of Futurvest
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Nick Beim
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Harpreet Ahluwalia
Chief Product Officer at Altruist
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Jeremy Jarrett
Senior Program/Product/Project Management Professional: CSM-Certified Scrum Master SA-Certified SAFE 5 Agilist SP - Certified Safe 5 Practitioner
Updates
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Looking to master the art of visionary leadership? Tune in to The Advisor Journey podcast as Dasarte recaps key insights from the episode with former Vanguard CEO Bill McNabb. Don't miss this masterclass. Listen now on Apple and Spotify. Apple: https://lnkd.in/gzAvAJrq Spotify: https://lnkd.in/gh3KuAkm
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How do you reshape the future of wealth management? In the latest episode of # GrowthLeadersofWealthManagement, our VP of Marketing, Chris Hiestand, shares insights on our unique approach to innovation. Learn how our commitment to building exclusively for RIAs and collaborating closely with them drives our success. Tune in below to hear the full story.
How is Altruist changing the game for RIAs? Chris Hiestand, VP of Marketing at Altruist, shares, "We exclusively build for RIAs and co-create with them as much as possible." Learn how this client-first approach set the stage for Altruist’s remarkable growth in the latest episode of #GrowthLeadersofWealthManagement. Listen to the full episode: https://lnkd.in/gyrS7dZ8 #GrowthLeaders #WealthManagement #Altruist #FinancialServices #Podcast
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It’s been a busy and exciting year so far, but at the end of the day, we’re always grounded by our mission to make financial advice better, more affordable, and accessible to everyone. Our CCO and COO, Mazi Bahadori, joined Trinity Chavez live at the New York Stock Exchange to join her show #TakingStock, where he shared more about the work we’re doing to empower RIAs, provide them with everything they need to be successful and instill trust in them when it comes to managing their clients’ money.
Revolutionizing financial advising 🏛 Altruist COO Mazi Bahadori joins Trinity Chavez on #TakingStock to talk about how the tech-driven custodial platform is making financial advice more accessible for all. #TSTC
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Thinking of breaking away to start your own firm? Join our webinar tomorrow. Hear from Jason Payne, a 27-year industry veteran, on overcoming compliance frustrations, tech gaps, and internal struggles. Get step-by-step guidance on succession planning, account opening, and managing compliance. Discover how Jason moved 97% of his clients and grew his practice. Register now: https://lnkd.in/gMuRAvRx
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Missed our live webinar on TaxIQ or want to revisit the content, watch the replay below. During the webinar, Adam Grealish, our Head of Investments, showcases how TaxIQ can revolutionize your tax management approach. He covers: - How TaxIQ simplifies traditionally intricate tax strategies with automated tax loss harvesting and tax sensitivity rebalancing. - TaxIQ's efficient tax management can help your clients save thousands, contributing up to 2% tax alpha annually. - How integrating advanced tax management practices can set your services apart and foster increased client satisfaction and referrals. Watch now: https://lnkd.in/ghdWBxMP
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In the latest episode of Ficomm Partners’s new Growth Leaders of Wealth Management podcast, our founder and CEO Jason Wenk discusses how we’ve approached industry disruption through innovation, a data-centric culture and approach, as well as a commitment to customer success. Jason covers the challenges and rewards of building a leading custodian from the ground up, which all led us to where we are today. Hear from other executives, including Harpreet Ahluwalia (Chief Product Officer), Michelle Shotts (Vice President of Customer Success), and Chris Hiestand (Vice President of Marketing), as they share their perspectives on the path to Altruist’s growth. Tune in: https://lnkd.in/g6NFeAtR
Altruist’s Unmatched and Mission Driven Growth
ficommpartners.com
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"Whatever we were going to do, small, medium, or big - there was going to be excellence." - Bill McNabb Join us on The Advisor Journey as the former Vanguard CEO shares his insights on leadership, career growth, and building resilient teams in the financial services industry. Don’t miss this chance to learn from one of the best in the business. Listen now on Spotify and Apple. Spotify: https://lnkd.in/gpQA6aEz Apple: https://lnkd.in/gp9z6Njz
The Advisor Journey: Becoming a Visionary Leader with Bill McNabb on Apple Podcasts
podcasts.apple.com
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Catch the replay of last month's Breakaway Chronicles: From IAR to RIA with Kyle Hammerschmidt and learn: - Kyle’s assessment of when and why he chose to start his own firm. - The costs and considerations of assembling a new technology and (compliance) stack. - Best practices for advisors who are thinking of transitioning to the RIA model. Replay: https://lnkd.in/gyTgf6-2 Next Week: Join Jason Payne, an industry veteran who took the leap to independence after 27 years in the business. Register now to join us: https://lnkd.in/gMuRAvRx
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Missed our recent webinar with Wealthbox on streamlining account openings with Altruist? Join our next session on Monday exploring the Altruist New Account Opening workflow in Wealthbox: - Set up and use workflows - Customize for efficiency Register now: https://lnkd.in/gKRQYabg