Altruist

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

[Altruist @altruist]

https://t.co/gz1vxxWH9R

[Altruist @altruist]

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 ⤵️

[Altruist @altruist]

The breakaway era is evolving. @JasonWenk joined @InvestmentNews to talk about what next-gen RIAs are getting right and what comes next:
🔗https://t.co/8xgJ5WiCTx.

[Altruist @altruist]

https://t.co/jNfRmt3CSa

[Altruist @altruist]

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.

[Altruist @altruist]

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: https://t.co/bT66jGuXoz

[Altruist @altruist]

What if you could spot tax savings opportunities for every client, in minutes? That's Hazel. Less prep. More impact. Try it: https://t.co/d6tXHbpOsp

[Altruist @altruist]

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: https://t.co/dQODMnDdC5

[Altruist @altruist]

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: https://t.co/weWijJvZqX

[Altruist @altruist]

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: https://t.co/9Wkpp2yQT0

[Altruist @altruist]

Join us + @Wealthbox live on May 20 for a webinar on the operational foundations that set firms up for long-term growth. Workflows, team roles, systems that scale.

Register: https://t.co/GZujX1Tjzz

[Altruist @altruist]

Last week, Gokul Ramanathan took the stage at the @awscloud Financial Services Symposium to share how we built Hazel, our AI engine built for financial advisors.

[Altruist @altruist]

Today, our Group Product Manager Gokul Ramanathan took the stage at the @awscloud Financial Services Symposium in New York to share how Altruist architected Hazel, AI designed for the demands of independent advisors.

[Altruist @altruist]

The biggest efficiency problem in wealth management isn't time, it's context. This is the pain point Hazel was built to address. Upload a 1040 and Hazel parses the tax profile, identifies opportunities, models scenarios, and generates advisor-ready reports, in minutes, not days.

[Altruist @altruist]

Earlier this year, Altruist was named to the @Forbes list of America's best startup employers. We're looking for people grounded in kindness, driven by purpose, and energized by hard problems.

See open roles: https://t.co/AfpIp3UShU

Read more on Forbes: https://t.co/CmhYBJrUxr

[Altruist @altruist]

In a recent report, @McKinsey noted that our launch of Hazel AI Tax Planning was "a sudden narrative shift in wealth management." Read their take on what comes next for the industry👇https://t.co/GJ9SeK2f0M

[Altruist @altruist]

"If you have high conviction, it's your responsibility to serve clients across multiple generations. You just get into the work...as fast and clean as possible." That's why @ronbullis switched @Lifeworks_RIA to Altruist: https://t.co/7WROuA64CM

[Altruist @altruist]

The Build to Grow Summit brings together advisors who are setting a new bar for growth by embracing a tech-forward mindset.
📍 1 Hotel Brooklyn Bridge | 📅 Oct 6–7 | ️Limited capacity.

Register here: https://t.co/hKC8t1hNch

[Altruist @altruist]

Altruist CEO @jasonwenk has been named a finalist for the @EYnews Entrepreneur Of The Year 2026 Greater Los Angeles Award. Congratulations, Jason! 🎉
https://t.co/1paPTYc2rX

[Altruist @altruist]

Altruist CEO @jasonwenk has been named a finalist for the @EYnews Entrepreneur Of The Year 2026 Greater Los Angeles Award. Congratulations, Jason! 🎉
https://t.co/1paPTYc2rX