About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior
About Bizee Bizee has helped nearly two million entrepreneurs start and run their businesses. Now we are building what comes next: an AI-powered Entrepreneur Operating System that helps founders launch, operate, stay compliant, and grow with
Compliance Position FuturePlan is the nations largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the