GTM Engineer, Hazel AI

Altruist

4 days ago

3.6 on Glassdoor

San Francisco, CA

Hybrid

Full Time

Medior

0 applicants

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About this role

Altruist is transforming the wealth management industry with an AI platform, aiming to make financial advice better, more affordable, and accessible. The company values kindness, brilliance, and grit, and works to empower financial professionals through innovative technology.

Skills

About Altruist

altruist.com

Altruist is a financial custodian and technology platform built for independent RIAs and wealth managers, positioning itself as a modern, lower‑cost alternative to legacy custodians. It combines custody and brokerage with integrated advisor tools — digital account opening, trading and rebalancing, billing, reporting, and APIs/integrations — so advisors can streamline operations and focus on client advice. Altruist emphasizes simple pricing, developer‑friendly integrations, and client‑facing workflows to reduce administrative friction and speed onboarding.

Recent company news

AdvisorHub

Sowell Management Embraces AI, Adds Altruist as Enterprise Custodial Partner

2 days ago

Forbes

Financial Services Stocks Tank After Altruist’s AI Announcement

3 weeks ago

WealthManagement.com

Altruist Adds AI Tax Planning to Hazel Platform

3 weeks ago

RIABiz

Altruist CEO Jason Wenk says he was caught off guard in Mexico when his firm's 'DeepSeek' moment triggered a 'Big 3' Wall Street meltdown, but his AI revolution is only beginning, he tells RIABiz

3 weeks ago