Build to Grow

NYC

For high-growth advisors building for the decades ahead

Hosted by

October 6-7, 2026
1 Hotel Brooklyn Bridge
DUMBO, NY

Set a new bar for growth

Build to Grow NYC brings together advisors leading high-growth firms alongside the industry’s top voices to explore strategies for running more efficient firms, serving more clients per advisor, and unlocking your next $50M to $500M in AUM.

Keynote speaker

Carl Richards

New York Times columnist · Bestselling author · The Sketch Guy

A leading voice on the human side of financial advice is coming to Build to Grow NYC to discuss how advisors can stand out in the age of AI.

An experience made for builders

Get the strategies, connections, and practical advice to build what’s next. Here’s what’s waiting for you:

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Straight talk from industry leaders on why business as usual won’t win the coming decades, and what will

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Real playbooks from the leaders of fast-growing firms

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Tech-forward operating strategies that improve efficiency, make the client experience better, and give you time back

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Practical AI and automation sessions focused on real implementation

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Live demos of Altruist and Hazel with the team that built them, on hand to answer your questions

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Curated networking with advisors who are building high-growth firms like yours

“This was a great two days packed with so much information, and the innovations from Altruist just keep coming! The future is bright, and we are proud to be at the forefront of these positive changes.”

John Foard, CFP and Co-Founder of Crown Advisors

“I’m excited about what Altruist is building, but even more so about getting to know the people behind the technology and the vision. It was a top-notch experience, and I’m looking forward to seeing what they continue to build and how that can ultimately benefit our clients.”

Andrew C. Barnes, CFP, President, and CIO at Entruity Wealth

“Great time at the Altruist Build to Grow Summit last week. It was a meaningful experience—connecting with peers, exchanging ideas, and being part of conversations focused on where our industry is headed. I left feeling energized by the momentum and the people helping to shape what’s next.”

Joy Sandoval, Director of Client Relations at San Luis Wealth Advisors

This testimonial was given by a current client. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets using services made available by our registered investment adviser (Altruist LLC). The promoting advisor received compensation or other benefits from Altruist through the promoting advisor’s participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisor’s part and may have influenced the view(s) expressed by the promoting advisor. For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see the promoting advisor’s advisory program brochures, available at https://adviserinfo.sec.gov/. This testimonial may not represent the experience of others and it is not a guarantee of results.

From LA to NYC

Two days in Los Angeles. A room full of forward-thinking advisors. One shared mission: building the future of wealth management. Next stop: New York City.