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 ...

There's a fundamental difference between the economics of technology or service providers that support RIAs, and those of an RIA custodian. For most tech and service businesses, the fee that the RIA ...

Altruist, the tech-forward custodian and wealth platform for financial advisors, today announced that Boston-based Civic ...

Just weeks after announcing the launch of its own self-clearing platform, Altruist says it has acquired Shareholders Service Group, a brokerage and custodial services platform, in a move that adds ...

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 ...

Los Angeles-based Altruist, a modern custodian for RIAs, has announced $152 million in Series F funding led by GIC, a global institutional investor. Salesforce Ventures, Geodesic Capital, Baillie ...

LOS ANGELES--(BUSINESS WIRE)--Altruist, the modern custodian built exclusively for RIAs, today announced a new $112 million series D round of funding led by Insight Partners, new investor Adams Street ...

Advisors can now offer private market access and sophisticated investment strategies to more clients – all within a single, fully digital experience. Altruist, the tech-forward wealth platform built ...

Altruist, the tech-forward wealth platform for independent advisors, today announced the launch of a new tax planning offering within Hazel, its transformative AI platform. The new capability helps ...

Altruist has announced a move to a hybrid work environment, with about 90% of its employees operating out of offices in Los Angeles, Dallas and New Jersey, and about 10% staying entirely virtual. To ...