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Altruist

Wealth & investingUS
Headquarters
Culver City, CA
Category
Wealth & investing

In their own words

Founded in 2018 by Jason Wenk, Altruist is a custodian and wealth platform for independent advisors. It operates its own broker-dealer with self-clearing capabilities and a single platform that handles everything from onboarding to reporting. Its stated mission is to make financial advice better, more affordable and more accessible.

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