Firm to leverage platform to help advisors grow their practices, deepen client relationships and seek better outcomes
Altruist unveils an imaginative yet functional new brand identity.
Altruist Announces Altruist Clearing
March 3, 20235 min
The financial technology company is launching the first all-in-one custodian – combining custody with digital account opening, trading, reporting, and billing into a single, streamlined solution built exclusively for RIAs.
Altruist to Launch UMA Capabilities, Enhancing Model Marketplace
November 11, 20224 min
RIA fintech firm adds portfolio construction customization to create best-of-breed portfolios with no fee minimum