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Articles published by Altruist

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Altruist Launches Personalized Indexing to Bring Portfolio Customization to Advisors at Scale
Today 8:00 EDT
From Altruist
Via Business Wire
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Gerber Kawasaki Selects Altruist as Wealth Management Platform to Power Growth
February 23, 2026
From Altruist
Via Business Wire
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Altruist Introduces AI-Powered Tax Planning in Hazel, Helping Advisors Deliver Tax Strategies in Minutes
February 10, 2026
From Altruist
Via Business Wire
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Altruist Named Custodial Partner for $900M Lifeworks Advisors
January 27, 2026
From Altruist
Via Business Wire
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Altruist Debuts Industry-First Custodial Integration for its Transformative AI Platform, Hazel, Bringing Real-Time Account Data Into Every Advisor Conversation
November 18, 2025
From Altruist
Via Business Wire
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Altruist Partners with Bryn Mawr Trust Advisors, a subsidiary of WSFS Financial Corporation, as its New Custodial Partner
November 13, 2025
From Altruist
Via Business Wire
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Altruist Recognized by Datos Insights for Best Innovation in Clearing and Custody
October 28, 2025
From Altruist
Via Business Wire
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CORRECTING and REPLACING Altruist Unveils Hazel, a Transformative AI Platform for Wealth Professionals
September 09, 2025
From Altruist
Via Business Wire
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Altruist Partners with Ritholtz Wealth Management to Expand Access to Financial Advice
September 09, 2025
From Altruist
Via Business Wire
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Altruist Welcomes Bone Fide Wealth, a $100M Millennial-Focused RIA, to Its Platform
August 27, 2025
From Altruist
Via Business Wire
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Altruist Launches Bold Rebrand, Further Separating Itself From Legacy Custodians
June 23, 2025
From Altruist
Via Business Wire
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Altruist Launches Institutional-Grade FIX Trading Integrations with Advyzon and Orion
June 10, 2025
From Altruist
Via Business Wire
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Altruist Raises $152M Series F Led by GIC to Accelerate Innovation for Growth-Oriented RIAs
April 22, 2025
From Altruist
Via Business Wire
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Altruist Expands Leadership Team with New Chief Business Officer to Drive Growth and Industry Presence
March 18, 2025
From Altruist
Via Business Wire
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Former Coinbase and Uber Executive Joins Altruist as CTO to Cement Tech Advantage
March 12, 2025
From Altruist
Via Business Wire
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LaSalle Vaughn Joins Altruist as Chief Compliance, Ethics, & Risk Officer
October 02, 2024
From Altruist
Via Business Wire
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Altruist Launches Modern Fixed Income Trading Center for RIAs
September 24, 2024
From Altruist
Via Business Wire
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Altruist Taps Veteran Legal Strategist Piret Loone as General Counsel
August 28, 2024
From Altruist
Via Business Wire
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Altruist Launches TaxIQ to Automate Tax Savings for RIA Clients
June 25, 2024
From Altruist
Via Business Wire
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Altruist Raises $169M Series E to Set a New Standard in Wealth Management
May 02, 2024
From Altruist
Via Business Wire
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Altruist Responds to Advisor Feedback with Simply Better Pricing
April 12, 2024
From Altruist
Via Business Wire
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Altruist Offers 5.10% APY with New Cash Accounts–11x the National Average*
March 27, 2024
From Altruist
Via Business Wire
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Modern Custodian Altruist Named to Fast Company’s Annual List of the World’s Most Innovative Companies of 2024
March 19, 2024
From Altruist
Via Business Wire
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Modern Custodian Altruist Awarded for Fintech Innovation Following Record Growth Year
February 13, 2024
From Altruist
Via Business Wire
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Altruist Launches New Integrations, Boosting RIA Efficiency
December 07, 2023
From Altruist
Via Business Wire
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Altruist Eliminates Software Fee for Brokerage Accounts, Returning Thousands To RIA Bottom Line
September 21, 2023
From Altruist
Via Business Wire
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Advisors Ask, Altruist Answers – Unveiling Over A Dozen New Features
September 07, 2023
From Altruist
Via Business Wire
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Altruist unlocks efficiency for RIAs with digital multiple account opening
August 15, 2023
From Altruist
Via Business Wire
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Altruist Hires Former Blend CFO to Charter Path to Profitability
June 08, 2023
From Altruist
Via Business Wire
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Altruist raises $112M Series D to take on Schwab and Fidelity in $128 trillion RIA market
April 12, 2023
From Altruist
Via Business Wire
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