Industry research firm honors Altruist for redefining the advisor experience through vertical integration, AI, and real-time automation. Altruist has been named a winner of the 2025 Datos Impact ...

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 ...

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 ...

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 ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. It has already been a busy week with advisor-related artificial intelligence ...

In a bid to expand its marketshare beyond the more than 500 RIA firms currently using it, Altruist is launching a portfolio marketplace, featuring its own investment models, alongside those of ...

RIA custodian Altruist has raised $152m in a Series F financing round, led by Singapore’s sovereign wealth fund GIC. The company will use the capital to speed up “innovation” for growth focused RIAs.

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LOS ANGELES--(BUSINESS WIRE)--Altruist has been named a winner of the 2025 Datos Impact Awards in Wealth Management for Best Innovation in Clearing and Custody. Chosen from a competitive field of ...