Altruist

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Altruist is the platform of choice for RIAs who want better outcomes, responsive service, lower fees, and more time to do the real work of advising clients. We offer intuitive software for account opening, trading, reporting, billing, and over 22 integrations, empowering advisors of all sizes to grow and scale client-centric practices. Since launch in 2018, we’ve grown to the third-largest custodian by advisors served, with nearly 5,000 advisors trusting us to safeguard client assets.

Company Details

Employees
796
Founded
-
Address
3030 S La Cienega Blvd, Culver City,california,united States
Email
he****@****ist.com
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
Culver City, California
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News

Altruist Launches Bold Rebrand, Further Separating Itself From Legacy Custodians - Business Wire

Altruist Launches Bold Rebrand, Further Separating Itself From Legacy Custodians Business Wire

Altruist Welcomes Bone Fide Wealth, a $100M Millennial-Focused RIA, to Its Platform - citybiz

Altruist Welcomes Bone Fide Wealth, a $100M Millennial-Focused RIA, to Its Platform citybiz

Altruist Raises $169M Series E to Set a New Standard in Wealth Management - FinTech Futures

Altruist Raises $169M Series E to Set a New Standard in Wealth Management FinTech Futures

Altruist Raises $152M Series F Led by GIC to Accelerate Innovation for Growth-Oriented RIAs - Business Wire

Altruist Raises $152M Series F Led by GIC to Accelerate Innovation for Growth-Oriented RIAs Business Wire

Altruist Joins Forces with Apex Clearing to Offer Advisors Frictionless Investing Experience - FinTech Futures

Altruist Joins Forces with Apex Clearing to Offer Advisors Frictionless Investing Experience FinTech Futures

Altruist vs. Altruist: An RIA claims digital custodian violates his trademark - InvestmentNews

Altruist vs. Altruist: An RIA claims digital custodian violates his trademark InvestmentNews

Altruist secures $152m in Series F round at nearly $1.9bn valuation - Yahoo Finance

Altruist secures $152m in Series F round at nearly $1.9bn valuation Yahoo Finance

Altruist Launches Institutional-Grade FIX Trading Integrations with Advyzon and Orion - Business Wire

Altruist Launches Institutional-Grade FIX Trading Integrations with Advyzon and Orion Business Wire

Articles by Adam Grealish - Kiplinger

Articles by Adam Grealish Kiplinger

Altruist Launches New Integrations, Boosting RIA Efficiency - The AI Journal

Altruist Launches New Integrations, Boosting RIA Efficiency The AI Journal

Altruist Partners with Ritholtz Wealth Management to Expand Access to Financial Advice - Yahoo Finance

Altruist Partners with Ritholtz Wealth Management to Expand Access to Financial Advice Yahoo Finance

Altruist Expands Leadership Team with New Chief Business Officer to Drive Growth and Industry Presence - Business Wire

Altruist Expands Leadership Team with New Chief Business Officer to Drive Growth and Industry Presence Business Wire

CORRECTING and REPLACING Altruist Unveils Hazel, a Transformative AI Platform for Wealth Professionals - Yahoo Finance

CORRECTING and REPLACING Altruist Unveils Hazel, a Transformative AI Platform for Wealth Professionals Yahoo Finance

Former Coinbase and Uber Executive Joins Altruist as CTO to Cement Tech Advantage - Business Wire

Former Coinbase and Uber Executive Joins Altruist as CTO to Cement Tech Advantage Business Wire

LaSalle Vaughn Joins Altruist as Chief Compliance, Ethics, & Risk Officer - Business Wire

LaSalle Vaughn Joins Altruist as Chief Compliance, Ethics, & Risk Officer Business Wire

Altruist Launches Modern Fixed Income Trading Center for RIAs - Business Wire

Altruist Launches Modern Fixed Income Trading Center for RIAs Business Wire

Altruist Launches New Integrations, Boosting RIA Efficiency - Business Wire

Altruist Launches New Integrations, Boosting RIA Efficiency Business Wire

Altruist raises $112M Series D to take on Schwab and Fidelity in $128 trillion RIA market - Business Wire

Altruist raises $112M Series D to take on Schwab and Fidelity in $128 trillion RIA market Business Wire

Altruist Taps Veteran Legal Strategist Piret Loone as General Counsel - Business Wire

Altruist Taps Veteran Legal Strategist Piret Loone as General Counsel Business Wire

Altruist Responds to Advisor Feedback with Simply Better Pricing - The AI Journal

Altruist Responds to Advisor Feedback with Simply Better Pricing The AI Journal

Altruist Eliminates Software Fee for Brokerage Accounts, Returning Thousands To RIA Bottom Line - Business Wire

Altruist Eliminates Software Fee for Brokerage Accounts, Returning Thousands To RIA Bottom Line Business Wire

More Than Just Custody: How Altruist Gives Advisors the Competitive Tech Edge - ETF.com

More Than Just Custody: How Altruist Gives Advisors the Competitive Tech Edge ETF.com

Altruist acquires award-winning SSG custodial platform to expand services offering - Business Wire

Altruist acquires award-winning SSG custodial platform to expand services offering Business Wire

Altruist Raises Another $169M As It Competes to Win RIAs - planadviser

Altruist Raises Another $169M As It Competes to Win RIAs planadviser

Altruist Launches Cash Platform - wealthmanagement.com

Altruist Launches Cash Platform wealthmanagement.com

Altruist raises $112 million to challenge Schwab, Fidelity - InvestmentNews

Altruist raises $112 million to challenge Schwab, Fidelity InvestmentNews

Altruist Secures $50MM to Grow Its All-in-One Platform for Modern Financial Advisors - PR Newswire

Altruist Secures $50MM to Grow Its All-in-One Platform for Modern Financial Advisors PR Newswire

Altruist drops news on former SSG RIAs -- they must leave Pershing by November for Altruist or third-party custody, catching many by surprise - RIABiz

Altruist drops news on former SSG RIAs -- they must leave Pershing by November for Altruist or third-party custody, catching many by surprise RIABiz

Jason Wenk makes RTO decision for Altruist staff -- unpopular with some -- that will result in departures; he also plans contrarian move of opening San Francisco office - RIABiz

Jason Wenk makes RTO decision for Altruist staff -- unpopular with some -- that will result in departures; he also plans contrarian move of opening San Francisco office RIABiz

Altruist Welcomes Spotify Alum Zach Pentel as Chief Marketing Officer - citybiz

Altruist Welcomes Spotify Alum Zach Pentel as Chief Marketing Officer citybiz

Altruist’s Model Marketplace Launches Cornerstone Partnership with ESG Pioneer HIP Investor - ESG News

Altruist’s Model Marketplace Launches Cornerstone Partnership with ESG Pioneer HIP Investor ESG News

Altruist Garners an $8.5 Million Series A From Venrock to Revolutionize the Way Financial Advisors Serve Clients - PR Newswire

Altruist Garners an $8.5 Million Series A From Venrock to Revolutionize the Way Financial Advisors Serve Clients PR Newswire

Altruist Announces Self-Clearing, Becoming the Industry’s First Vertically Integrated Custodian - FF News | Fintech Finance

Altruist Announces Self-Clearing, Becoming the Industry’s First Vertically Integrated Custodian FF News | Fintech Finance

Altruist Syncs With DriveWealth to Offer a Digital Investment Platform for Financial Advisors With the Ability to Open and Fund Accounts Online in Minutes - PR Newswire

Altruist Syncs With DriveWealth to Offer a Digital Investment Platform for Financial Advisors With the Ability to Open and Fund Accounts Online in Minutes PR Newswire

Altruist Welcomes Spotify Alum Zach Pentel as Chief Marketing Officer - Business Wire

Altruist Welcomes Spotify Alum Zach Pentel as Chief Marketing Officer Business Wire

How Altruist Is Changing the RIA Landscape - Investopedia

How Altruist Is Changing the RIA Landscape Investopedia

Defective Altruism - Home ❧ Current Affairs

Defective Altruism Home ❧ Current Affairs

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