Personalized Investing,
Built for Advisors
Hosted by
Adam Grealish
& Nix Puri
Date and time
Friday, September 12th, 2025
10 AM PT
Join us for a live conversation with Adam Grealish, Head of Investment Products, and Product Marketer Nix Puri, as we explore how Altruist empowers advisors with institutional-grade tax management and direct indexing.
We’ll explore how these strategies connect, the future of personalized portfolio management, and new features that help you deliver smarter, tax-optimized results for every client.
Stick around for a live Q&A with Adam where we’ll answer your top questions and preview what’s coming next.
Can’t make it live? No worries — register and we’ll send the recording your way after the event.
Watch the replay
Altruist and our affiliates did not pay for this testimonial, but we do earn revenue from financial advisors who use our platform. This customer review may not represent the experience of others and it isn’t a guarantee of results.
Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory 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. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more. By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. 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. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.
Clearing and custody of securities provided by Altruist Financial LLC. Check the background of Altruist Financial LLC on FINRA’s BrokerCheck
Speakers
Adam Grealish
Head of Investment Products
Nix Puri
Product Marketing Manager