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Wealth management

• Custody
• Profile Icon Onboarding Percent Icon Fully paid lending Link Icon Integrations Recurring Icon Trading Wallet Icon Fee billing Activity Icon Portfolio reporting Shield Icon Security

Investing

• Shapes Icon Alternatives Copy Icon Tax management Heart Icon Donor-Advised funds Pie Chart Icon Personalized indexing Strategy Icon Model marketplace Options Icon Options

Cash management

• Dollar Icon High-yield cash Expand Icon SBLOC Settings Icon Margin

Hazel AI

• Spinner Icon Platform Receipt Icon Tax planning Activity Icon Financial planning Shield Icon Security Dollar Icon Pricing

Advisors

• Profile Icon Breakaway Home Icon Established Enterprise Icon Enterprise

Resources

• User Profile Icon Client guide Calendar Icon Events Compass Icon Tax center Play Icon Icon Demo Lightbulb Icon Advisor stories Wallet Icon Press room

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• 3030 S La Cienega Blvd
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• 90232 USA

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(Altruist Advisors LLC)

Altruist Financial LLC

• 3030 S La Cienega Blvd
• Culver City, CA
• 90232 USA

• Terms of Service
• Legal
• Security disclosures
• IARD
• Form CRS

(Altruist Financial LLC

and Altruist LLC)

• Form CRS

(Altruist Advisors LLC)

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 and services 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 securities provided by Altruist Financial LLC. Check the background of Altruist Financial LLC on FINRA’s BrokerCheck

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