JM
Jason Martin
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Work Experience
N/A
Aug 2022 - Present · 2 years and 5 months
N/A
May 2020 - Aug 2022 · 2 years and 3 months
Landmark Wealth Advisors, LLC
N/A
Jul 2019 - May 2020 · 10 months
Company Details
51-200 Employees
The modern custodian for RIAs. Build the best version of your firm when you partner with a custodian that brings together critical RIA technology and great customer service. With intuitive software for account opening, trading, reporting, and billing bundled into a streamlined solution, advisors of all sizes are empowered to run the practice they envisioned. Get started for free and join over 1,800 independent advisors at altruist.com Altruist Financial LLC, Member FINRA/SIPC
Year Founded
2018
Social Media
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Industry
Financial Services
HQ Location
3030 S La Cienega Blvd Culver City, California, US
Keywords
fintechUXtransparency
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