Company Insights - All posts

Altruist raises $112m to empower RIAs of any size and scale

To help larger firms save time, reduce costs, and grow faster, we are expanding capabilities across automation, personalization, and integration.

04/10/2023

The Next Chapter of Altruist

Altruist Clearing, built exclusively for RIAs, empowers us to provide maximum value to independent financial advisors.

02/24/2023

A note from Jason Wenk on Altruist’s acquisition of SSG

Altruist acquires Shareholders Service Group to expand the mission of access to excellent independent financial advice.

03/08/2023

How Kiplinger Wealth Advisors transitioned 500 accounts in one month (and is now saving $140,000 a year with Altruist)

RIAs care about growth, efficiency, and profitability. See why this firm sought a new custody solution, and how they're saving time & money with Altruist.

09/06/2022

Derek Notman increased revenue while saving clients up to 50%

Since switching to Altruist, Derek Notman has reduced clients’ fees by 10-50% while increasing his firm’s earnings.

09/29/2022

Why Windle Wealth is moving $150m+ to Altruist before the Schwab conversion

Learn why Windle Wealth is moving $150m of client assets from TD Ameritrade to Altruist before the impending Schwab conversion.

05/22/2023

Altruist's CCO on Cash Management after SVB’s collapse

Altruist's CCO answers questions about SVB and provides solutions for advisors and clients to optimize cash management.

03/14/2023

We’re eliminating PAS fees for Altruist brokerage accounts

Advisors who custody with Altruist accounts now get PAS, reporting, fee billing, and a modern client portal at no additional cost.

09/13/2023

The 6 defining features of a modern RIA custodian

A modern custodian offers RIAs seamless client onboarding, exceptional support alongside a dedicated transition team, and a fully integrated tech stack.

01/26/2023

Considering a switch from TDA to Altruist? Get your questions answered

TDA advisors facing the Schwab transition should consider Altruist. Switching is easy, you get support from real people, and we don't compete for clients.

01/18/2023

New in August 2023: MoneyGuide sync, multiple account opening, holdings level performance, and more

Here's what's new at Altruist in August 2023: MoneyGuidePro sync, multiple account opening, holdings level performance, and more

08/23/2023

New in February 2023: Altruist Clearing, Co-branding & Holdings reporting

Here's what's new at Altruist in February 2023: Altruist Clearing, Co-branding, & Holdings reporting

02/28/2023

Why we're transitioning to a hybrid work model

Altruist is transitioning to a hybrid approach where the majority of employees will work from an Altruist office three days per week.

08/08/2023

New in June 2023: eMoney integration, Link held-away accounts, new LLC Corporation client accounts

Here's what's new at Altruist in June 2023: Advanced analytic upgrade, Benchmark expansion

06/22/2023

Altruist Hires Former Blend CFO to Charter Path to Profitability

Altruist, the modern custodian built exclusively for RIAs, announces the appointment of Marc Greenberg as the firm’s Chief Financial Officer.

06/06/2023

New in September 2023: Kwanti Integration, Roth Solo 401(k) accounts, PIMCO Models

Here's what's new at Altruist in September 2023: Kwanti Integration, Roth Solo 401(k) accounts, PIMCO Models

09/22/2023

New in May 2023: Advanced analytics upgrade, Benchmark expansion

Here's what's new at Altruist in May 2023: Advanced analytic upgrade, Benchmark expansion

05/22/2023

New in March 2023: Portfolio reporting upgrades, SSG Acquisition, and more

Here's what's new at Altruist in March 2023: Portfolio reporting upgrades, SSG Acquisition, and more

03/27/2023

New in April 2023: Wealthbox sync, Security exclusions, Fund substitutes, Limit orders

New at Altruist in April 2023: Wealthbox sync, Security exclusions, Fund substitutes, Limit orders.

04/18/2023

New in November 2023: ACAT tracking, Orion integration, and new marketplace models

Here's what's new at Altruist in November 2023: RMD report, ACAT tracking, Orion integration, and new models in the Altruist Model Marketplace.

11/20/2023

New in October 2023: Redtail integration, expanded joint account types

Here's what's new at Altruist in October 2023: Redtail integration, expanded joint account types, and more

10/20/2023

Announcing Altruist’s integration with RightCapital

Making financial planning easier and more powerful for advisors and their clients

04/18/2022

How Altruist protects client information

We take extensive precautions to secure client information with data, infrastructure, and employee-focused safeguards.

07/05/2023

Streamline retirement income management with Altruist + Income Lab

Retirement income planning is best achieved when combining modern, user-friendly technology with comprehensive financial insights.

11/28/2023

Becoming a multi-million-dollar RIA

Learn how Eighth Wonder Investments is using Altruist to scale and make quality financial advice accessible.

04/13/2022

Exponential growth and exceptional client service–Firebrand does both.

See how Amy Barnes is able to sustain new client momentum and rapid firm growth with lightning-fast onboarding and highly efficient portfolio management.

11/20/2023

The "leap of faith" that paid off

How Altruist is helping Nick Bormann build and grow his RIA.

04/01/2022

Our latest product updates: more powerful performance reporting, practice management, and investment tracking

Read about how Altruist is expanding its capabilities through reporting, practice management, and investment tracking.

02/11/2022

How Steward Reduced Client Onboarding Time by 91%

Learn how Ami Shah reduced end-to-end onboarding by 11 hours -- and the impact of having significantly more time to give back to the people she serves.

11/20/2023

Altruism in Financial Advice

The financial advice industry is crowded with people and companies that claim to do the right thing. But, let’s be real, that’s not what most people are feeling. For whatever reason, those who have…

01/15/2019