Altruist, the tech-forward wealth platform built for independent advisors, is expanding its platform to offer alternative assets, along with margin, options, and faster money movement. The new ...

Altruist joins a crowded field of firms seeking to streamline private market investments in the wealth channel ...

A new competitor has entered the cash management for advisory clients market: Altruist Cash. The new offering, available now, was built by internal developers of Altruist, which launched in 2019 and ...

Fintech and custodian Altruist plans to launch its own affiliate RIA model, a move that could deepen its relationship with advisors, while pushing into territory traditionally occupied by legacy firms ...

Wealth management startup Altruist says it has raised $169 million, elevating its valuation to more than $1.5 billion. The company, based in the Los Angeles area, has received an investment led by ...

RIA custodian Altruist has rolled out Altruist Cash, a new product that allows advisors to offer clients an annual percentage yield of 5.10% for cash held in the service's cash accounts. The Culver ...

Less than two weeks after debuting its RIA custody business on top of its fintech platform, Altruist has announced the acquisition of Shareholder Services Group, a brokerage and custodial platform, in ...

LOS ANGELES--(BUSINESS WIRE)--Altruist, the modern custodian built for RIAs, today announced a $169M Series E round of funding led by ICONIQ Growth with participation from new investor Granite Capital ...

Altruist, the tech-forward wealth platform for independent advisors, today announced the launch of a new tax planning offering within Hazel, its transformative AI platform. The new capability helps ...

Los Angeles-based Altruist, a modern custodian for RIAs, has announced $152 million in Series F funding led by GIC, a global institutional investor. Salesforce Ventures, Geodesic Capital, Baillie ...