Altruist acquires Shareholders Service Group - Learn more
  • Use cases
    • Go Independent
    • Scale your RIA
    • Increase Profitability
    • Start an RIA
  • Products
    • Features
    • Explore Product
  • Resources
    • Blog
    • Webinars
    • Podcasts
altruistlogo22
  • Find an advisor
  • Sign in
  • Talk to us
altruistlogo22 Close
  • Use cases
    • Go Independent
    • Scale your RIA
    • Increase Profitability
    • Start an RIA
  • Products
    • Features
    • Explore Product
  • Resources
    • Blog
    • Webinars
    • Podcasts
  • Find an advisor
  • Sign in
  • Talk to us

Grow.

  • All
  • Advisor Marketing
  • How to Start an RIA
  • Scaling Your RIA
  • Altruist Podcasts
  • What's New
Altruist and Shareholders Service Group

Industry

A note from Jason Wenk on Altruist’s acquisition of SSG

March 15, 2023
New call-to-action
New call-to-action
  • Popular
  • All
Blog Feature

Industry

Cash Management in the wake of Silicon Valley Bank’s collapse

Blog Feature

Product | What's New

New in February 2023: Altruist Clearing, Co-branding & Holdings reporting

Blog Feature

Industry

The Next Chapter of Altruist

Blog Feature

Managing Their Money Product

Better portfolio construction with Unified Managed Accounts

Blog Feature

Case Studies

How Derek Notman increased revenue while saving clients up to 50%

Blog Feature

Case Studies

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

Product What's New

New in February 2023: Altruist Clearing, Co-branding & Holdings reporting

employee of a modern ria custodian

Industry Scaling Your RIA

The 6 defining features of a modern RIA custodian

Industry Scaling Your RIA

3 insights on the current state of the RIA industry

Get updates sent directly to your inbox.

  • About Us
  • Careers
  • Contact
  • Blog
  • Podcasts
  • Webinars
Use Cases
  • Go Independent
  • Scale Your RIA
  • Increase Profitability
  • Start an RIA
Account Management
  • Digital Account Opening
  • Digital Account Funding
  • Digital ACATs
  • Bulk Transfers
Brokerage
  • Custom Portfolios
  • Fractional Shares
  • Model Marketplace
  • Automated Rebalancer
Practice Management
  • Portfolio Reporting
  • Fee Billing
  • Client Portal
  • Customer Service
  • Security
  • Privacy Policy
  • Terms
  • Sitemap
  • Legal

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 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 all securities are provided by Apex Clearing Corporation or Altruist Financial LLC.

Check the background of Altruist Financial LLC on FINRA’s BrokerCheck: https://brokercheck.finra.org/