Alternativ merges with Compound, surpasses $1B+ in AUM - Read the Announcement →

How to Get Started

1. Schedule a meeting

Schedule a call with one of our transition specialists to learn how you can start the process today. It’s easier than you think.

2. Get our playbook

We’ve learned a thing or two from helping our team of financial advisors transition their clients to Alternativ Wealth.

3. Onboard your clients

Our support and operations teams are here to make your transition easy on you and seamless for your clients.

About Alternativ

Alternativ, LLC is the parent company of Alternativ Wealth and is a rapidly growing technology company building a wealth management platform for entrepreneurial, growth-minded financial advisors and next-generation clients. Alternativ’s founders founded a multi-billion dollar company that IPO’d on the New York Stock Exchange, built a billion dollar asset manager, and grew a fintech giant from $1M to hundreds of millions in revenue.

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888.533.9364 | 609 Greenwich Street, 4th Floor, New York, NY 10014 | © 2023 Alternativ, LLC. All rights reserved.

Mailing Address: 2261 Market Street, Suite 4013, San Francisco, CA 94114
Alternativ refers to Alternativ, LLC and all of its subsidiaries and affiliates. Alternativ, LLC provides middle- and back-office technology and operational support for Investment Advisor Representatives and Registered Investment Advisors. Atomi Financial Group, Inc. DBA Alternativ Wealth ("Alternativ Wealth") provides investment advisory, family office, and other services to individuals, families, and institutional clients. Alternativ Wealth is an SEC-registered investment adviser located in Irvine, CA.