Altruist
About Altruist
Altruist is a fintech company that serves wealth management by providing a modern custodian platform for RIAs. It focuses on delivering onboarding, portfolio management, and operations tools to help financial advisors run their practices more efficiently, with an emphasis on lower costs and streamlined client service. Headquartered in Culver City, California, the company positions itself as a partner for RIAs across the United States, enabling scalable, technology-driven advisory workflows.
Recent News
Conquer Risk Podcast
RIA Channel's High Speed Adoption of AI Is Delivering yet Another Blow to Slow-Footed Wirehouse Channel, Though a Morgan Stanley Executive Makes an Interesting Case for His Firm
AI Disrupts Financials. Bad Data Misleads On Economy.
AI Could Spark Next Wave of Advisor Fee Compression, Consultants Say
AI Agents Surge in Wealth Management as Altruist’s Hazel, Anthropic Plug‑ins and OneVest Go Live
TIFIN Revamps AI Platform for Wealth Managers
McKinsey: Wealth Management Is Victim of ‘SaaSpocalypse’
Advisors ‘Not Going Away’: Morgan Stanley Co-President Downplays AI Threat
Schwab Makes AI Push, With Client-Facing Agents To Roll Out in June
Recent Deals
No recent deals for this company.
