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Why Windle Wealth is moving $150m to Altruist

Learn more about DJ Windle's decision to take his business from TDA to Altruist.

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The Road to 100 Million-2
Road to $100 Million
5 strategies to accelerate your growth
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Custodian Buyer's Guide
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RIA Launch Kit
Your guide to going independent
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8-Week Advisor Event Roadmap
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Replay
Altruist + SSG Town Hall Replay
July 12, 2023

Watch a conversation with Altruist Founder and CEO, Jason Wenk, Altruist’s CCO, Mazi Bahadori, SSG President, Dan Skiles, for a virtual town hall and Q&A.

During the town hall they cover:

  • Altruist’s financial safety and security
  • How to set up an account an Altruist
  • Updates on the Pershing data feed
  • And answer questions

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC.

© 2023 Altruist Corp

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