“Founders should sell until they hit $1M.” Eden Ovadia shares why—and how her team proved it. Watch the full episode of The Advisor Journey with Eden, out now. Listen now: https://t.co/fKMhovKTHv Tune in on Spotify: https://t.co/MVRG12iaEi Tune in on Apple Podcasts:

Ready to bring your clients onto Altruist? Here are two easy ways to do it: 1️⃣ Bulk onboarding — Best for full-firm transitions or large moves. Our team leads the project management and does the heavy lifting. 2️⃣ Client-by-client onboarding — Perfect for advisors starting with

NEW EPISODE: What does the future of advisor growth look like? Live from Future Proof 2025, Eden Ovadia joins The Advisor Journey to share how FINNY is solving one of the industry’s biggest problems: organic growth. In this episode, Eden explains: ● Why M&A-driven growth

15 minutes a week. $12M in new assets. Hear how advisors are making it happen with Finny. Subscribe to Altruist on YouTube so you don’t miss Eden Ovadia’s full episode- dropping this Wednesday. https://t.co/R8gLhewSEJ

Big news: Altruist is a 2025 @ThinkAdvisor Luminaries finalist — not once, but twice. 🏆 Product Innovation and CEO of the Year: @jasonwenk. We’re proud to be recognized for rethinking what’s possible in custody.

*Annual Percentage Yield (APY) is variable and subject to change. Offer goes until November 11th, 2025. The promotional 0.30% APY boost applies only to new, High-Yield Cash accounts opened and funded within 30 days. This offer may not be combined with Altruist One boosted rates

Catch the full September update →

• Altruist closes the largest U.S. WealthTech deal of 2025 — $152M raised despite a 68% YoY drop in sector funding. Read more →

📍 What’s Happening at Altruist • Partnership with Ritholtz Wealth Management ($6B RIA) Learn more →

• How Future Proof Became the Industry’s Biggest Festival — CMO Nyle Bayer shares the playbook. Watch now → https://t.co/rvf0w9JQZB

🎧 Featured Content • From the Future Proof Stage: Josh Brown & Jason Wenk on why serving 20- and 30-somethings now is the key to tomorrow’s firms. Watch now → https://t.co/tEEGWywKMQ

• Automated RMD Distributions Save time and reduce manual work with new Retirement Dashboard automations. 👉 Learn more → https://t.co/A0p4tLqRlM

• 4.00% APY* on High-Yield Cash For a limited time, clients can earn an extra 0.30% APY boost on new accounts for 3 months. 👉 Learn more → https://t.co/6qGFMPeBxh

📊 Product Updates • Meet Hazel: Your AI Co-Pilot Draft emails, prep for meetings, sync with your CRM, and get instant answers from your notes, conversations, and documents. 👉 Try Hazel → https://t.co/E25X0dDt6d

What’s new @ Altruist – September Edition

Have you met Hazel yet?

Fed rate cut? Our High-Yield Cash APY is now 3.70%*. *APY is variable and subject to change. But good news: your clients can still earn more. 🚀 Get a 0.30% APY boost for 3 months on newly funded accounts. No codes. No hoops. Just higher yields. Additional terms can be found

At Future Proof, we caught up with Joe Schmitz Jr., CEO of Peak Retirement Planning. His no. 1 growth tip for advisors? Try to speak to all different kinds of people. Your voice builds the trust clients are looking for—and that trust spreads. Content doesn’t have to be

Why did @RitholtzWealth move to Altruist? Speed. UX. Scale. As @jasonwenk told @InvestmentNews: Next-gen clients expect Robinhood-level design — but built for real advice. 🔗 https://t.co/edRijJKOqp

Josh Brown on How the Next Generation of Millionaires Will Custody Their Assets🎙️ On this episode of Talking Wealth, @Downtown Josh Brown and @altruist Founder and CEO @jasonwenk sit down in front of a live audience at @FutureProof_HQ to discuss some of the latest developments