The RIA will also use Altruist’s AI platform, Hazel, which triggered a selloff in traditional wealth management stocks a few ...

Amid a broader slowdown in announcements from the wealth tech sector, several platforms have unveiled updates aimed at helping RIAs and financial advisors, perhaps most notable of which is a new ...

Jason Wenk, CEO of custodian Altruist, says its Hazel AI agents will offer an industry-disrupting “all-in-one” wealth ...

For years, the "Big Four" RIA custodial platforms were Charles Schwab, TDAmeritrade, Fidelity, and Pershing. The notable similarity between all four platforms was that they had each arisen out of ...

CULVER CITY, Calif.--(BUSINESS WIRE)--Altruist, the modern custodian for RIAs, launches Altruist Cash, its native cash management solution. The announcement comes just weeks after T3 named the company ...

Altruist, a custodian for independent financial advisors, said it has raised $152 million in an investing round led by GIC, a Singapore-based sovereign-wealth fund. The Series F funding round values ...

Altruist has raised $152 million in a Series F round that values the registered investment advisor custodian at $1.9 billion. The money will fuel more product launches as Altruist seeks to pull more ...