Terrible Leadership with Severe Lack of Growth - Advisor Support Specialist Altruist (CA) Employee Review

1.0
Oct 28, 2025
Recommend
CEO approval
Business Outlook

Pros

Decent pay and benefits for a startup

Cons

Completely misguided and lack of leadership. Most inexperienced colleagues rely on veterans that have been in the industry to resolve issues. Any escalations to management are generally turned down with no resolution in sight. Company is going nowhere fast and the company goals set are impossibly out of reach. They had 2 layoffs within a year and will likely be dissolved or acquired if they don't receive another round of VC funding. Check online and look at how many rounds of funding they have received. Advisors are losing faith and pretty soon, they won't have any customers to continue on as a business. Do not apply and consider going elsewhere. You are wasting your talents at this firm. The CEO is completely out of touch and pays writers to fluff up his image in blogs for online marketing.

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5.0
Jan 14, 2026
Recommend
CEO approval
Business Outlook

Pros

Great vision to transform wealth management. Challenging yet fun problems to solve. Kind and ambitious coworkers. Great perks and offices.

Cons

High intensity, fast paced work environment but it's worth it.

4
1.0
Jul 11, 2026
Recommend
CEO approval
Business Outlook

Pros

Pay is higher then most in the area, but you have the workload of 3x

Cons

Hostile leadership environment, high turnover, high pressure , really unsupportive environment . Many quit In their first couple months

3
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