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Visit WebsiteHow Eighth Wonder Investments is using Altruist to scale and make quality financial advice accessible
Eighth Wonder Investments
Altruist
Altruist is 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.
Case Studies
Showing 6 Altruist Customer Success Stories
Exponential growth and exceptional client service–Firebrand does both
Firebrand Wealth
Amy Barnes
Firebrand Wealth
Derek Notman increased revenue while saving clients up to 50%
Intrepid Wealth Partners
Derek Notman
Intrepid Wealth Partners
How Kiplinger Wealth Advisors transitioned 500 accounts in one month and is now saving $140,000 a year with Altruist
Kiplinger Wealth Advisors
Tyler Purcell
Head of Firm Operations
How Steward Reduced Client Onboarding Time by 91%
Steward
Ami Shah
Chief Executive Officer
Why Windle Wealth is moving $150m+ to Altruist before the Schwab conversion
Windle Wealth
DJ Windle
Windle Wealth
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