What We Do

We are a co-op formed by financial advisors with a mission of owning and operating our core infrastructure (custodial bank, core software suite, etc.)

 

Our course of action

what I'm proposing is what I feel to be the best scenario for advisors and their clients, which would be Altruist gets purchased by American Advisors, so 100,000 advisors pull together $5000 apiece; 500 million is the starting point. Our first purchase is Altruist from Jason Wenk and Venrock Capita

 

“American Advisor has helped accomplish over 200 of its partners’ major fintech goals. They inspire everyone to care for the client and embrace technology.”

— Quote Source

 

What We’ve Achieved

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