💥 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.
Altruist
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Altruist
@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
- 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.
00:00 - Major news alert! Today we announce Altruist Clearing, the first all-in-one self-clearing custodians exclusively built for RIAs. 💥
- 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 🚀 news.altruist.com/series-b-annou…
- We’re very excited to announce a new podcast for financial advisors: The Human Advisor with host @TR401. Visit humanadvisorpodcast.com to subscribe and watch episode 1 at youtu.be/nBJ2Or0CQAk which features @jasonwenk and @AlexChalekian #fintech #financialadvisors
00:00 - 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. bit.ly/3Gsbaps
- 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: bit.ly/32PnqCO.
- 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: blog.altruist.com/news/altruist-…
00:00 - “I prefer physical paperwork” 🚩🚩🚩🚩🚩🚩🚩
- It’s happening. We’re officially open 🍾 Sign up to reserve your spot in line – onboarding begins today: altruist.com/product #fintech #fintwit #financialadvisors
GIF - 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
00:00 - 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 💛
- 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. blog.altruist.com/the-real-story… #investing #finance #financialadvice #fintech #commissionfreetrading