Case Study: Windle Wealth moves $150M+ and cuts operational workload with Altruist

Why Windle Wealth is moving $150m+ to Altruist before the Schwab conversion

The customer, Windle Wealth, is a rapidly growing financial advisory firm that was custodying with TD Ameritrade. Their overarching challenge was maintaining their standard of simple, exceptional client service as their previous custodian was being acquired by Schwab, a transition that was causing significant operational problems. These issues included processing delays, poor support, and extra work for their team, threatening their core business model. This prompted them to seek a new custodian and they chose to move over $150M in assets to Altruist.

The solution was implementing Altruist's digital custodial platform. This provided Windle Wealth with an incredibly fast digital account opening and funding process, a responsive chat-based customer service team, and automated, intelligent rebalancing tools. The results were transformative: Altruist cut the firm's operational workload by 50%, reduced rebalancing from days to a few clicks, and enabled them to open client accounts in under 30 seconds. These efficiencies from Altruist allow the firm to maintain its high-touch, simplified service as it continues to grow.

Windle Wealth

DJ Windle

Windle Wealth