Altruist
@altruist
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The only modern custodian built exclusively for RIAs. Altruist Financial LLC, Member FINRA/SIPC
Culver City, CA
Joined October 2018
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Pinned Tweet
Introducing Altruist Cash 💰
Your clients get 5.10% APY on cash.
💲11x the national average
💲No more pushing clients to 3rd party solutions
💲Provide attractive yields without sacrificing visibility into your client's entire financial picture
Read:
5
6
46
💥 Exciting news to share today! We've raised a new $112M Series D round of funding led by Insight Partners and Adams Street, with support from existing investors.
7
9
86
Honor their stories. Hear their voices. Shift the paradigm. Join us next Wed. (2/2) at 9:30 am PT to celebrate Black History Month by watching a powerful panel discussion with
@anjiekonte
,
@emilesmattingly
,
@FiSurgi
, and
@DasarteYarnway
.
9
22
94
Major news alert! Today we announce Altruist Clearing, the first all-in-one self-clearing custodians exclusively built for RIAs. 💥
4
9
69
Our $50 Million in Series B will amplify our mission.
Thank you to our community of advisors for jumping in with us and for believing in what’s possible.
There’s so much more to come 🚀
7
7
62
We’re very excited to announce a new podcast for financial advisors: The Human Advisor with host
@TR401
. Visit to subscribe and watch episode 1 at which features
@jasonwenk
and
@AlexChalekian
#fintech
#financialadvisors
2
15
54
Don’t forget to set your reminders for Friday at 9:30 am PT.
@DasarteYarnway
and
@NicoleCasperson
are joining forces to discuss action items we can all take to bring more representation and equity to finance.
1
11
53
If you weren’t born into generational wealth, financial planning isn't just a necessity for empowerment—it's also essential for survival. Watch this special Black History Month panel focused on building wealth in underserved communities: .
4
16
51
We've all been told not to judge a book by its cover, but sadly, some still do.
@dasarteyarnway
boldly shares the experience he's had as an African American
#financialadvisor
and why it's so important to look beyond appearances and truly get to know a person.
#diversityinclusion
2
5
41
It’s happening. We’re officially open 🍾 Sign up to reserve your spot in line – onboarding begins today:
#fintech
#fintwit
#financialadvisors
2
3
45
Ending the week filled with gratitude for the work that we’re doing for RIAs to have a digital-first alternative to legacy custodians.
None of it would be possible without the kind, brilliant people at Altruist.
Major thanks to the entire team, this is just the beginning 💛
1
1
42
Commissions are dead, but there’s no such thing as a free lunch.
@jasonwenk
shows you where the real money is and how you could save up to 40x more than what zero commissions do for you.
#investing
#finance
#financialadvice
#fintech
#commissionfreetrading
0
3
37
Today we're excited to release the first version of our client app for Altruist users! Check it out on the App Store📱
#fintech
#financialadvice
#clientsfirst
5
6
36
Josh Brown
@ReformedBroker
sits down with The Human Advisor in New York City. Check out the latest episode with host Tyrone Ross
@TR401
: .
#financialadvisors
#fintwit
#CNBC
#wealth
#RitholtzWealthManagement
#moneymanagement
4
7
35
▶️
@TR401
checks in with
#millennial
#financial
#advisor
,
@samuelsdeane
. Samuel talks about his best
#growth
ideas and how he uses
#socialmedia
and tech to connect with his peers and target audience.
#fintech
#fintwit
1
3
34
“Everyone’s capable of building their own business, believe in yourself and go out with confidence” -
@DasarteYarnway
dropping 💎 with
@jus10castelli
on starting your own RIA
#FISummit
0
2
37
Who’s going to
@FutureProofAC
? We’re hosting office hours at the Altruist booth,
#908
, on 9/12 at 12pm and we’d love to see you. Swing by to chat with our team about our latest product updates & more. You might even get a little something 👀
RSVP here:
2
7
32
Next week on The Human Advisor,
@TR401
heads to San Francisco to speak with
@DasarteYarnway
, Founder of Berknell Financial Group.
#Fintech
#FinancialAdvisors
#fintwit
1
1
34
Are you getting paid in equity by your company? You'd better know what an RSU is.
@DasarteYarnway
breaks it down for you.
#personalfinance
#employees
#equity
#learn
#finance
1
4
30
#financialadvisor
and Altruist user
@grzczyk
of MICAPITAL shows how quickly you can reach a real person at Altruist for
#customersupport
. Spend more time serving your clients and less time on hold.
#RIA
#customersfirst
0
0
25
Human Advisor podcast visits
#NYC
. First up, host
@TR401
sits with
@ReformedBroker
of
@RitholtzWealth
.
2
4
32
UGMA & UTMA accounts are now available on Altruist’s platform! Help your clients start planning for their little ones’ futures today.
@jasonwenk
opened one up for his newborn son and shows how easy it is.
4
0
32
Are you as ready as we are for
@DasarteYarnway
and
@NicoleCasperson
’s live session tomorrow? If you haven’t set your Spaces reminder yet, now’s the time:
1
6
30
Coming next week an episode dedicated to building an advisor community, marketing best practices, and telling your own story. The Human Advisor chats with
@jus10castelli
&
@DefineFinancial
. Subscribe at .
#financialadvisor
#community
#CFP
#BusinessGrowth
0
4
30
🙏
@wallst_bound
is paving the way for young black Americans to find success in the
#financial
world. Troy Prince shares his story, and learn how you can help support this incredible organization:
#givingback
#payitforward
#fintech
#fintwit
@TR401
0
12
30
Filming another episode of The Human Advisor podcast with
@TR401
and
@DasarteYarnway
in beautiful San Francisco.
2
2
30
Filming a few Human Advisors podcast episodes in Florida at
#InsideETFs
with
@TR401
. Be sure to stop by our kiosk tomorrow if you’re attending!
3
2
29
“Think of the internet as a giant networking event” -
@PeterLazaroff
In this episode of Grow, learn how to connect with your audience and grow your business in a digital age:
#growth
#businessadvice
#entrepreneur
#financial
#advisors
#fintwit
5
4
27
Congratulations
@jasonwenk
for making
@LABizJournal
’s 2021 Leaders Of Influence Over 40 list! We're thankful to have such a thoughtful CEO, “dedicated to making finance a collaborative space between advisors and consumers.”
2
3
30
A beautiful Human Advisor filming location today in Encinitas with
@scott_r_frank
and host
@TR401
2
1
28
Bringing on another advisor, merging practices, and more growth ideas from
@AlexChalekian
😎
Watch on youtube ▶️
#financial
#advisor
#fintwit
#fintech
#growth
#businessowner
#entrepreneur
0
5
27
Our Investments Product team has been in the office together the past couple of days and is cooking up a few really exciting things for our advisors 🍳
Get ready for some awesome updates in 2023 💥
1
1
28
Today, we’re introducing straightforward pricing that’s better for clients and for advisors.
3
1
29
We're thrilled to introduce you to
@pjdorsey
—
@altruistcorp
's new Chief Strategy & Revenue Officer 🚀
#RIAs
#financialplanning
#wealthmanagement
#fintwit
6
1
29
We’re glad to support advisors with getting crypto exposure into their clients’ portfolios starting today! (Available for Rebalancing tomorrow, 10/20.) More to come 😉
(Exposure to crypto is speculative/volatile & may not be suitable for all.)
1
3
27
Advisors—you should have all the tools and resources you need to do your best work and help clients in one seamless experience. We’re listening to what you need, appreciate you, and evolving with you. The integration will be live by next month! 🙌💥
We're thrilled to announce our integration with
@altruist
, allowing advisors to integrate information & appropriate risk management with a seamless investment experience. Read the full announcement below!
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3
27
📣 Emerging advisors: We’ve got a new podcast just for you called The Advisor Journey. Get real-life advice and concrete strategies to help scale your RIA from
@jasonwenk
and
@DasarteYarnway
, every other Wednesday. Listen to our first episode now:
1
2
26
Filming another Human Advisor episode at the Altruist
#Venice
office, discussing the Advisor Growth Community with
@jus10castelli
@DefineFinancial
@TR401
@jasonwenk
listen to previous episodes at
#fintwit
1
1
26
Congratulations to
@emilesmattingly
and
@DasarteYarnway
!
#OnyxAdvisorNetwork
will be a powerhouse in financial advising, driving accessibility by helping minority-led advisory firms start, scale, and sustain their businesses. We're grateful to be a partner.
1
4
26
Solo 401(k)s are officially available on the Altruist platform! We know that this has been one of our most requested account types and that this is its first iteration, but we’re delighted to deliver another way for you to serve your clients better 🎉
2
1
26
From a first-generation graduate to a leader in finance,
@lazettabraxton
has continued to blaze the trail for women of color. Tune in Wed. 2/16 at 9:30 a.m. for a special Black History Month discussion on immersion, inclusion, and owning your power.
1
10
24
😎
@jasonwenk
reflects on Altruist's journey as our beta comes to an end and the platform officially enters a public release:
#fintech
#fintwit
2
1
26
Best caption of the Altruist crew at the
#joltconference
wins bragging rights.
Drop those 💎’s below!
7
0
26
The origin story you’ve been waiting for.
Altruist’s CEO + Founder
@jasonwenk
spoke with
@dasarteyarnway
on his decades-long mission to serve more people with great financial advice. Tune in to The Human Advisor →
2
4
24
In this episode of Grow,
@DasarteYarnway
talks about how to amplify your voice in the financial space and why being authentic is important to attract the clients you want to work with:
#fintech
#fintwit
#financial
#businessgrowth
#ideas
1
2
24
Thank you again to the Mayor of
#fintwit
@AlexChalekian
, for participating in The Human Advisor Podcast. Watch the full episode at and subscribe at
#financialadvisors
#fintech
#gratitude
0
1
24
We’re happy to share a new limited-time offer! Introducing The Advisor Tech Collection: get access to
@Wealthbox
and
@RightCapital
on us. It's one more way that we’re making financial advice more affordable by helping you spend less on tech. Learn more:
2
2
24
Tyrone
@TR401
dropping knowledge on the future of financial advice. Your clients will demand a beautiful, seamless experience (and when they want it, on their phone). 🤳🏻
#InsideETFs
#fintech
1
3
25
Run your entire RIA on Altruist—all in one place.
Learn more about moving your business →
#RIA
#wealthtech
#finserv
#financialadvisor
4
1
23
The team is in NYC this week for an exciting announcement.
More to come shortly, stay tuned! 👀
2
0
25
Yesterday we launched a podcast to tell the stories of advisors who are making a positive difference in their communities. Here’s a preview of ep 2, featuring Leighann Miko
@EqualisFP
– drops in 2 weeks. Find ep 1 at or watch @
1
5
24
🎉Our new integration with
@RightCapitalHQ
is live! Keep your clients on track with up-to-date financial information and automatic financial data syncing from Altruist. And did we mention no more manual data re-entry?
1
3
24
Day 1 of The Advisor Summit was a blast!
- Pickle ball
- Golf
- Powerful sessions
- Peer-to-peer learning
- Community building
- And more
Who’s ready for Day 2?
2
1
23
We expanded our Model Marketplace! Including… 🥁
@BlackRock
,
@redwoodim
, and
@StateStreetGA
.
CCO Mazi Bahadori shares why we're thrilled to provide more options, including
#ESG
, to Altruist advisors →
2
3
24
Thrilled to announce that Altruist has earned a spot on
@FastCompany
's Most Innovative Companies of 2024 list!
We're proud to empower advisors with modern software, dedicated service, and tools built to drive better client outcomes.
Read more below.
1
6
22
We have to admit, we’re pretty proud of our CEO,
@jasonwenk
, for landing on the list of 20 people who will change wealth management in 2020. Well done, Jason! 🙌😎
2
3
24
Next Tuesday a Human Advisor Podcast episode releases that you will not want to miss. Host
@TR401
sits on the other side of the table and is interviewed by Altruist CEO,
@jasonwenk
.
#financialadvisors
#inspirational
#motivation
1
5
23
The Human Advisor is back with a special episode with
@rchusker
and
@jasonwenk
. From mindset to hacks to what kept them from quitting, two of the greatest visionary leaders in the
#financialplanning
industry share advice for young advisors:
#fintwit
2
6
23
We’re excited to announce that Unified Managed Accounts are now available on the Altruist!
✅ Combine multiple models into one portfolio
✅ Add your favorite investment managers together
✅ Add your own custom portfolios
✅ Only pay for what you use
1
1
22
🎉 Apply to join our beta. We’re opening our doors early to a select group of 50 advisors who will help shape a revolutionary new platform. Learn more here
#fintech
#financialadvisors
#beta
#honestisbetter
3
5
22
Young financial advisors take 📝.
@dougboneparth
is dropping
#freejewelry
about building your brand and credibility online:
#financial
#advisors
#fintech
#fintwit
#marketing
#branding
#businessgrowth
@TR401
3
3
22
🚀 Exciting News! Altruist is eliminating portfolio software fees for Altruist brokerage accounts.
Advisors now get built-in portfolio accounting, performance reporting, fee billing, and a modern client portal at no extra cost.
1
3
23
Coming next week on The Human Advisor
@TR401
and
@AlexChalekian
, CEO of
@Lake_Avenue
, discuss what it means to be a purposeful giver.
#fintech
#financialadvisors
#fintwit
#givingback
0
7
23
Stop by Altruist's office for a happy hour with Carl Richards of the
@behaviorgap
. Limited spots available, sign up here.
1
2
22
This week
@noneal510
joins
@TR401
to discuss the importance of long term
#client
#relationships
for your business, and how your
#brand
#identity
can help you attract the right clients.
📺👉
#fintwit
#financial
#advisor
#fintech
#womeninbusiness
0
6
22
We're excited to announce that the
@Wealthbox
financial data sync is here!
With the new integration, advisors who use Wealthbox can now seamlessly access account information, positions, and balances from Altruist directly within the Wealthbox platform.
Read more below 👇
📣 New integration enhancement! Now see
@altruist
account information in
@Wealthbox
. Read more 👉
2
0
10
1
0
22
"If we really want to help people get more from their money, we need to find ways to make financial advice more accessible and more affordable."
If you missed
@jasonwenk
's article on the *real* story behind commission-free trading, read it here.
1
1
21
🔥 More tools, information, and automation to create solutions as unique as your clients. CEO
@jasonwenk
shares how Altruist's product has transformed in the past few months to better serve advisor needs. Read on →
#fintech
#finserv
#wealthmangement
#RIA
0
4
22
Sometimes we get so used to the way things are, that we can't see the ways things could be.
We made a common-sense change to our default cost basis reporting method for all client accounts to help maximize tax-efficiency. Here's why →
1
0
21
This week on The Human Advisor, host
@TR401
sits down with
@AlexChalekian
, CEO of
@Lake_Avenue
, to explore the important connection between giving back to your community and meeting your bottom dollar. Watch: Subscribe:
#fintech
0
8
21
For
@scott_r_frank
, it’s all about creating an environment where clients can discover what truly matters to them and guiding them through a financial plan to realize their dreams.
#customerservice
#financialplanning
#fintwit
#money
#wealthmanagment
2
2
21
Next up on the Human Advisor podcast recording at
#InsideETFs
is
@noneal510
. Catch the latest episodes at
3
1
20
“As soon as you can speak your truth, life becomes easier.”
@OpenAdvisor
, Steve Lockshin, believes in the importance of staying true to yourself as you grow your business. Tune in this Wednesday to The Human Advisor for advice on going independent from the industry veteran.
1
2
20
"You can be a person of dignity without money."
@rkroeger13
discussing his practice on with
@TR401
1
2
20
A friendly reminder from
@noneal510
to nurture your clients, yourself, and your employees 🙏
#bekind
#fintech
#fintwit
#financial
#advisors
#financialplanning
#business
#growth
1
4
21
“We are investment counselors—half of our job deals with money and planning. The other half is about knowing the person—their experiences with money. Being an open ear to help them navigate life.”
-
@DasarteYarnway
on his role as a financial advisor 🔑
0
2
20
Episode 2 has dropped! The Human Advisor Podcast with host
@TR401
sits down with Leighann Miko from
@EqualisFP
. Watch at subscribe at
#fintech
#financialadvisors
#fintwit
0
3
19
The demand for Altruist is astounding. We’re humbled by the outpour of support and interest. Here’s an FAQ for those of you who are waiting patiently to use Altruist.
#financialadvisors
#fintech
#honestisbetter
0
4
19
Welcome to our first-ever CFO, Grace Mellis, and Head of Investments, Adam Grealish! ⚡️
Read more
@BusinessInsider
→
0
3
19
A delicious surprise arrived at our office today from the wonderful
@AlexChalekian
and
@TR401
. We appreciate the hell out of you, a huge thank-you from everyone at Altruist. We're going to do awesome things together.
0
0
20
The talented
@PSIMDOPE
has something special in the works in honor of
@FiSurgi
,
@emilesmattingly
,
@anjiekonte
, and
@DasarteYarnway
! We thank them for sharing their stories in this must-watch, must-listen discussion:
2
1
20
Are you at the
@fpassociation
annual conference? Swing by the Altruist booth to grab a drink with our team, learn what we’re up to, and see a live demo of the platform. We’d love to meet you!
1
0
20
Next week on The Human Advisor,
@emilesmattingly
explains how tapping into vulnerability will help build your tribe. Be sure to subscribe at .
#fintwit
#financialadvisors
#investinginpeople
#businessadvice
@TR401
0
4
20
We are infuriated with the way black women and men are treated in our country. We all must do better and stand together to make a change. Read thoughts from our CEO
@jasonwenk
:
#blacklivesmatter
1
0
20