On Wednesday, advisor software developer Altruist announced that it had raised $50 million in a Series B funding round and officially added Vanguard, alongside Venrock and Insight Partners, as an ...

Since it launched in 2019, advisor software developer Altruist has taken competitive aim at existing RIA custodians and often unwieldy advisor technology stacks, building an all-in-one wealthtech ...

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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 ...

Challenger fintech RIA custodian Altruist has gained advisors in the aftermath of legacy custodian Schwab raising assets minimums within its RIA referral program, Altruist’s chief operating officer ...

Altruist, a Los Angeles-based fintech firm and digital brokerage platform for RIAs, is launching a direct indexing product with a minimum investment requirement of $2,000. Altruist announced it will ...

LOS ANGELES--(BUSINESS WIRE)--Altruist, the modern custodian for independent registered investment advisors (RIAs), today announces Altruist Clearing, a self-clearing brokerage leading the movement ...

According to the financial tech custodian’s head of investing, RIAs are shifting more into ‘holistic’ needs, including retirement saving. Altruist Corp., a digital custodian for registered investment ...