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Case Study
WindleWealth3
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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Case Studies

Faster Client Onboarding, Better Tools — A Chat with A.J. Toce

Faster Client Onboarding, Better Tools — A Chat with A.J. Toce

Advisor A.J. Toce takes us through his journey from repairing iPhones to founding Toce Financial Group, transitioning clients to Altruist, and streamlining services with efficient tools.
Exponential growth and exceptional client service–Firebrand does both.

Exponential growth and exceptional client service–Firebrand does both.

See how Amy Barnes is able to sustain new client momentum and rapid firm growth with lightning-fast onboarding and highly efficient portfolio management.
How Steward Reduced Client Onboarding Time by 91%

How Steward Reduced Client Onboarding Time by 91%

Learn how Ami Shah reduced end-to-end onboarding by 11 hours -- and the impact of having significantly more time to give back to the people she serves.
Why Windle Wealth is moving $150m+ to Altruist before the Schwab conversion

Why Windle Wealth is moving $150m+ to Altruist before the Schwab conversion

Learn why Windle Wealth is moving $150m of client assets from TD Ameritrade to Altruist before the impending Schwab conversion.
Derek Notman increased revenue while saving clients up to 50%

Derek Notman increased revenue while saving clients up to 50%

Since switching to Altruist, Derek Notman has reduced clients’ fees by 10-50% while increasing his firm’s earnings.
How Kiplinger Wealth Advisors transitioned 500 accounts in one month (and is now saving $140,000 a year with Altruist)

How Kiplinger Wealth Advisors transitioned 500 accounts in one month (and is now saving $140,000 a year with Altruist)

RIAs care about growth, efficiency, and profitability. See why this firm sought a new custody solution, and how they're saving time & and money with Altruist.
Becoming a multi-million-dollar RIA

Becoming a multi-million-dollar RIA

Learn how Eighth Wonder Investments is using Altruist to scale and make quality financial advice accessible.
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