Case Study: Eighth Wonder Investments scales client access and growth with Altruist

How Eighth Wonder Investments is using Altruist to scale and make quality financial advice accessible

Eighth Wonder Investments, a wealth management firm founded by Nathan Bremer and Joe Keimig, faced a critical challenge when their previous wealth management platform provider unexpectedly shut down in 2021. The firm needed to quickly find a new platform to avoid disrupting their clients' experience and support their mission of making financial advice accessible. They turned to Altruist for its custodial solution and investment advisor software.

Altruist provided a fast, fully digital onboarding process that eliminated paperwork for account opening and transfers. The solution's ease of use, mobile app, and incredible customer service made operations simpler for both the advisors and their clients. As a result, Altruist supports the multi-million dollar firm's ambitious growth plans to expand significantly while continuing to deliver a high level of service to a diverse client base with no account minimums.

Eighth Wonder Investments