Altabos has a unique background in the RIA industry. We’ve leveraged years of experience working across every compliance area (SEC, FINRA, HIPPA, PCI, SOX) to provide financial advisors with the resources and time to focus on growing their client roster and expanding their business. As a trusted partner, we keep your firm on the cutting-edge of technology, branding, and marketing.
Whether you are planning to go independent from your existing employer or seeking a technology and/or marketing partner for deliverables and guidance — Altabos has significant experience within the financial industry and can centralize important components necessary for any modern RIA to flourish.
Here are just a few of the areas we focus on.
Altabos helps manage your office moves, expansion, and technology vendors to let you focus on your clients and leverage state of the art technology and services.
As your trusted advisor, Altabos limits your risk, minimizes your security exposure, and ensures you can recover from anything to help you sleep better at night.
Providing proven services for the RIA industry to remove the limitations of your custodians and maintain your firm’s culture and message to clients.
There are over 15,000 Registered Investment Advisors in the U.S. Are you doing enough to stand out and attract new clients? Altabos can provide sophisticated branding and marketing services that match your culture and resonate with prospects and current clients.