Altruist

When Douglas A. Boneparth, CFP® and Heather Boneparth explored new custodians, one thing stood out: how the platform looked and felt said everything about the experience they’d get. Their deep dive into Altruist made the decision simple. Full episode out now. Tune in today for this TAJ special episode 👇🏼 https://lnkd.in/ebJPqX7G 🎧Spotify: https://lnkd.in/eEdq4CZb 🎧Apple Podcasts: https://lnkd.in/e7MT65gh Catch the full episode on Youtube: https://lnkd.in/e42UeqDE 

Douglas A. Boneparth, CFP® and Heather Boneparth built Bone Fide Wealth with one goal in mind: to play the long game. In this Futureproof fireside chat, they join Altruist founder and CEO Jason Wenk to discuss their transition to Altruist, their approach to serving millennial and Gen Z clients, and their new book Money Together—a guide to helping couples communicate about money with openness and empathy. They share what it takes to build a modern advisory firm that reflects its clients’ values and a partnership that continues to grow alongside it. Tune in today for this TAJ special episode 👇🏼 https://lnkd.in/ebJPqX7G 🎧 Spotify: https://lnkd.in/eEdq4CZb 🎧 Apple Podcasts: https://lnkd.in/e7MT65gh 📺 Catch the full episode on Youtube: https://lnkd.in/e42UeqDE 

NEW: Earn 4.00% APY* on Business Cash Accounts — for a limited time. Most custodians leave business cash sitting idle. With Altruist High-Yield Business Cash Accounts, your clients’ money can finally work harder. ✅ 4.00% APY — includes a 3-month 0.30% APY boost 🏢 Built for business entities — S-Corps, C-Corps, LLCs, Non-profits 🛡️ FDIC insurance up to $3M through our partner bank network Open and fund a new Business Cash Account before November 11, 2025 to lock in the boosted rate. Learn More: https://altruist.com/cash/

At Future Proof, we sat down with Douglas A. Boneparth, CFP® and Heather Boneparth of Bone Fide Wealth to talk about their firm’s move to Altruist, and what it means for the future of independent advice. In this special Fireside Chat, Douglas A. Boneparth, CFP® joins Jason Wenk to unpack how advisors make one of the biggest decisions of their careers: when to change platforms in pursuit of better client outcomes. Full conversation drops Wednesday on our Youtube.

“Founders should sell until they hit $1M.” Eden Ovadia shares why—and how her team proved it. Watch the full episode of The Advisor Journey with Eden, out now. Listen now: https://lnkd.in/eqDCx5n5 Tune in on Spotify: https://lnkd.in/e5et5Caj Tune in on Apple Podcasts: https://lnkd.in/eFkwEC6E Catch the full episode on Youtube: https://lnkd.in/evTjAyCQ 

Ready to bring your clients onto Altruist? Here are two easy ways to do it: 1️⃣ Bulk onboarding — Best for full-firm transitions or large moves. Our team leads the project management and does the heavy lifting. 2️⃣ Client-by-client onboarding — Perfect for advisors starting with a smaller group of accounts or those who want to add new clients over time. Whichever path you take, one thing’s for sure: It’s not “repapering.”

NEW EPISODE: What does the future of advisor growth look like? Live from Future Proof 2025, Eden Ovadia joins The Advisor Journey to share how FINNY is solving one of the industry’s biggest problems: organic growth. In this episode, Eden explains: ● Why M&A-driven growth isn’t sustainable ● How Finny signed 15 clients before building an MVP ● Why three co-founders became their ultimate growth hack ● The vision of a $1B solo advisor enabled by AI Whether you’re a solo RIA or part of a growing team, Eden’s story shows how technology can free up advisors to focus on what matters most—building client relationships. Listen now: https://lnkd.in/eqDCx5n5 Tune in on Spotify: https://lnkd.in/e5et5Caj Tune in on Apple Podcasts: https://lnkd.in/eFkwEC6E Catch the full episode on Youtube: https://lnkd.in/evTjAyCQ 

15 minutes a week. $12M in new assets. Hear how advisors are making it happen with FINNY. Subscribe to Altruist on YouTube so you don’t miss Eden Ovadia’s full episode- dropping this Wednesday. Youtube.com/@altruist 

We’re excited to share that Altruist has been named a finalist in two categories for the 2025 ThinkAdvisor Luminaries awards: 🏆 Product or Service Innovation (Custodian) 🏅 CEO of the Year – Jason Wenk It’s incredibly meaningful to be recognized for the work we’re doing to support independent RIAs — whether that’s simplifying custody, reducing costs, or rethinking what tech can do for growing firms. We are grateful to our team, clients, and community for making this possible. Winners will be announced in December!

What’s new @ Altruist – September Edition 📊 Product Updates • Meet Hazel: Your AI Co-Pilot Draft emails, prep for meetings, sync with your CRM, and get instant answers from your notes, conversations, and documents. 👉 Try Hazel → https://hazel.ai/ • 4.00% APY* on High-Yield Cash For a limited time, clients can earn an extra 0.30% APY boost on new accounts for 3 months. 👉 Learn more → altruist.com/cash • Automated RMD Distributions Save time and reduce manual work with new Retirement Dashboard automations. 👉 Learn more → https://lnkd.in/ejpR-MMW 🎧 Featured Content • From the Future Proof Stage: Josh Brown & Jason Wenk on why serving 20- and 30-somethings now is the key to tomorrow’s firms. Watch now → https://lnkd.in/ejrFaFmB • How Future Proof Became the Industry’s Biggest Festival — CMO Nyle Bayer shares the playbook. Watch now → https://lnkd.in/eAkREDXF 📍 What’s Happening at Altruist • Partnership with Ritholtz Wealth Management ($6B RIA) Learn more → https://lnkd.in/exsuAHWw • Altruist closes the largest U.S. WealthTech deal of 2025 — $152M raised despite a 68% YoY drop in sector funding. Read more → https://lnkd.in/eBf98-VM Catch the full September update → https://lnkd.in/ejpR-MMW