Altruist + SSG Town Hall Replay
May 23, 2023

Watch a conversation with Altruist Founder and CEO, Jason Wenk and SSG President, Dan Skiles, for a virtual town hall and Q&A.

During the town hall they cover:

  • The latest updates on our merger, including revised key dates, and provide details on when you can enjoy complete access to the Altruist platform at no cost.
  • A deep dive where Jason will walk you through the Altruist platform including how to open accounts 100% digitally, transfer money, run fee billing, report on performance, and much more
  • Answer questions

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. 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. Clearing and custody of securities provided by Altruist Financial LLC.

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