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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