Altruist

Altruist is sponsoring Orion Ascent in San Diego, February 24 to 26. Stop by kiosk 17 to connect with our team and learn what’s new across the Altruist platform. Hazel is Altruist’s AI assistant for wealth advisors that brings together client context from custodial data, email, CRM systems, notes, and documents. Hazel also supports tax planning workflows, including personalized tax planning outputs. Want to connect with the team while you’re there? DM us to set up a meeting.

We’re live at the @NitrogenWealth's Fearless Investing Summit in Denver. Today, the Altruist team is part of two sessions focused on how independent advisors are approaching growth, operations, and tax management: Shaping a Tech Stack That Advisors Will Actually Use ft Nimesh Patel, GM of Enterprise The Impact of Active Tax Management ft the Altruist Sales Team If you’re here, stop by the Altruist booth to see how custody and operations work better together, so advisors can stay focused on clients.

Tax planning doesn’t have to start with hours of manual document review. Join us for a live look at Hazel’s Tax Planning AI, a new mode that helps advisors turn tax returns and supporting documents into clear, actionable planning insights. See how Hazel surfaces opportunities, supports real-time scenario analysis, and generates client-ready explanations that strengthen tax conversations. Register for the live webinar: altruist.com/events/hazel-a…

Last week’s Hazel AI Tax Planning launch showed the industry what's possible when advisors use AI to build their business. The firms that understand and adopt these tools early won't just survive the shift—they'll lead it. That's what Build to Grow is about. Hear live from Morgan Housel, Carl Richards, Jenna Lange, Jason Wenk, Jay Clouse, and other leaders shaping what's next in advice. Join high-growth advisors exploring proven strategies to serve more clients, streamline operations, and use AI to do your best work. 📍 nya Studios East (Hollywood), Los Angeles 📅 March 17–18 Seats are limited, and registration will close once we hit capacity. Learn more and register here: altruist.com/events/build-t…

Tax season just changed. Hazel's new tax planning mode helps turn 1040s, paystubs, and client data into personalized tax plans in minutes. Learn more → businesswire.com/news/home/2026…

Altruist was recently featured in Inside Information by @BobVeres, highlighting how we’re raising the bar for independent advisors. “The platform combines a uniquely hands-on service model with AI responsiveness and transparent client/advisor viewing of the progress of every transaction and request,” Veres writes.

Many advisors have built their business on fragmented technology, paper-heavy processes, and platforms that may not serve advisors’ best interests. CEO and Founder @jasonwenk is changing that with Altruist. In this episode of The Diamond Podcast for Financial Advisors, Jason joins @LouisDiamondDC to talk about building the next generation of advisory firms. Listen here: diamond-consultants.com/custody-reimag…

**High-Yield Cash is offered through a separate account at Altruist Financial LLC that is opened solely for participation in High-Yield Cash. Altruist Financial LLC and its affiliates are not banks.For information, please view the High-Yield Cash Disclosure Statement.** altruist.com/legal/high-yie…

See all the January updates 👇altruist.com/news/all-new-a…

What’s new @ Altruist – January Edition

Our COO Mazi Bahadori spoke with @andrew_cohen0 of @InvestmentNews about why increasing referral minimums highlights the need for transparent, advisor-aligned custody models. Read more: investmentnews.com/goria/custodia…

What happens when the easy years end? @jasonwenk joins The Advisor Journey for a candid conversation about the state of the advisory industry, the risks hidden beneath strong margins, and what advisors should be doing to prepare for the decades ahead. In this episode, Jason discusses: • Why the past decade has been unusually forgiving • How thin margins can become dangerous in a downturn • The difference between growth and durability • What advisors should focus on before the cycle turns • How technology and discipline shape long-term outcomes Tune in today to an episode you won’t want to miss 👇🏼 buzzsprout.com/2433248/episod… Catch the full episode on Spotify: open.spotify.com/episode/6SrowX… Tune in on Apple podcasts: podcasts.apple.com/us/podcast/the… Watch the full episode on Youtube: youtu.be/eTC_NWYki_I

Learn how to help clients earn more on their cash in a live discussion with Altruist’s Clare McKee, Product Manager for High-Yield Cash, and product marketer Nix Puri. We will cover supported account types, extended FDIC coverage, and how advisors can use cash strategies to strengthen planning conversations. We will also preview some enhancements that are coming soon. Save your spot below. altruist.com/events/how-to-…

@Lifeworks_RIA has selected Altruist as its new custodian. The $900M firm chose Altruist for our intuitive user experience and ability to materially reduce the cost and complexity of running an RIA. Learn more: businesswire.com/news/home/2026…

We’re live at Advyzon Conference in Phoenix. Find Altruist at booth 622 and see how independent advisors are running the firms they envision on our intuitive, AI-forward platform. Happening today: Dan Skiles, VP of Advisor Relationships, joins the panel: Disrupting Client Experience 1:35 PM | Tuesday, Jan 27 | Phoenix C