For many years, the RIA custodial space has been dominated by three big firms: Charles Schwab, Fidelity, and BNY Pershing ...

Less than two weeks after debuting its RIA custody business on top of its fintech platform, Altruist has announced the acquisition of Shareholder Services Group, a brokerage and custodial platform, in ...

A new competitor has entered the cash management for advisory clients market: Altruist Cash. The new offering, available now, was built by internal developers of Altruist, which launched in 2019 and ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. It has already been a busy week with advisor-related artificial intelligence ...

Altruist, the up-and-coming custodian that now serves almost 5,000 advisors, announced this week a “significant rebrand and overhaul” that amounts to what it refers to in a post on its website as “the ...

New integrations enable real-time execution and full operational visibility for enterprise RIAs LOS ANGELES, June 10, 2025--(BUSINESS WIRE)--Altruist, the modern custodian built for RIAs, today ...

RIA custodian Altruist has rolled out Altruist Cash, a new product that allows advisors to offer clients an annual percentage yield of 5.10% for cash held in the service's cash accounts. The Culver ...

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 ...

ICONIQ Growth led the Series E funding round, bringing the total funding to more than $450 million. Altruist, a custodian for registered investment advisers, revealed Monday it secured another $169 ...

Custodian firm Altruist Corp. is establishing itself as a strong competitor against giants such as Charles Schwab Bankand Fidelity Investments. The Culver City-based financial technology company, ...

LOS ANGELES--(BUSINESS WIRE)--Altruist, an all-in-one custodial solution for modern financial advisors, announces a strategic integration with Wealthbox CRM. The integration signifies Altruist's and ...