Gerber Kawasaki Selects Altruist as Wealth Management Platform

Enterprise wealth manager adds Altruist to streamline operations and enhance AI capabilities

Published on Feb. 23, 2026

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Gerber Kawasaki Wealth & Investment Management, a Santa Monica-based registered investment advisor managing over $4 billion in client assets, has selected Altruist as its new custodial partner. Gerber Kawasaki chose Altruist for its enterprise-ready infrastructure, self-clearing custodial model, fractional share trading capabilities, and unified platform for account opening, trading, portfolio management, billing, and reporting.

Why it matters

The partnership between Gerber Kawasaki and Altruist will allow the wealth management firm to scale its operations and enhance its AI-powered services to better serve its growing client base. As Gerber Kawasaki aims to reach $10 billion in assets under management, the integration with Altruist's technology platform is seen as central to the firm's growth strategy.

The details

Gerber Kawasaki will use Altruist's AI platform, Hazel, to deliver high-impact services like tax planning to more clients. The firm is also moving all new business to Altruist to streamline operations and accelerate its path to $10 billion in assets under management.

  • Gerber Kawasaki announced the partnership with Altruist on February 23, 2026.

The players

Gerber Kawasaki Wealth & Investment Management

A Santa Monica-based registered investment advisor managing more than $4 billion in client assets.

Altruist

A tech-forward wealth platform for independent advisors, offering a fully integrated digital experience that makes managing investments and serving clients simpler and more affordable.

Ross Gerber

CEO and President of Gerber Kawasaki.

Danilo Kawasaki

VP and COO of Gerber Kawasaki.

Jason Wenk

Founder and CEO of Altruist.

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What they’re saying

“We're entering a rapid growth phase, and Altruist is the partner to help us scale. As part of this transition, we're moving all new business to Altruist to streamline operations and accelerate our path to $10 billion.”

— Ross Gerber, CEO and President of Gerber Kawasaki (Business Wire)

“As we grow, we're focused on deepening the difference we can make in the lives of our current and future clients. Altruist and Hazel are central to that effort.”

— Danilo Kawasaki, VP and COO of Gerber Kawasaki (Business Wire)

“Gerber Kawasaki has built a firm defined by exceptional client service across the wealth spectrum, a strong investment in its people and culture, and a clear commitment to Los Angeles, the community we both call home. We're proud to stand alongside them as they scale and provide the tools they need to foster the relationships at the heart of their success.”

— Jason Wenk, Founder and CEO of Altruist (Business Wire)

What’s next

Gerber Kawasaki plans to move all new business to Altruist's platform as part of its rapid growth strategy, with the goal of reaching $10 billion in assets under management.

The takeaway

The partnership between Gerber Kawasaki and Altruist highlights the wealth management industry's growing embrace of technology and AI-powered solutions to enhance client service and drive business growth. As Gerber Kawasaki scales its operations, the integration with Altruist's platform will be crucial in streamlining workflows and delivering more personalized, high-impact services to its clients.