Company intelligence
Altruist
Altruist is the tech forward wealth platform and custodian for advisors. Altruist Financial LLC, Member FINRA/SIPC
Financial Services
Culver City, US
323 employees
Founded 2018
5 public signals
About Altruist
Altruist is the tech-forward wealth platform and custodian built for independent advisors. Run your firm your way with an AI-forward custodian that brings account opening, trading, portfolio management, billing, and reporting together in one place. Since launching in 2018, we’ve helped 6,000+ advisors make financial advice better, more affordable, and more accessible to everyone.
Verified activity
Signals from Altruist
5 published signals
Products & Services
Altruist uses OpenAI GPT-Sol models to automate background tasks, build client context, and run financial planning analyses for advisors.
Reported by Altruist
People
Altruist welcomed Douglas A. Boneparth, CFP, into the company one year into working with the company.
Reported by Altruist
Presence & Recognition
Altruist hosted a webinar featuring Kanan Advisors sharing how they use Altruist to simplify alternative asset workflows across onboarding, transfers, reporting, billing, and redemption tracking.
Reported by Altruist
Presence & Recognition
Altruist employee Jason Wenk joined The Advisor Upside Show to share his perspective on the pace of AI progress and what financial advice could look like over the next 20 years.
Reported by Altruist
Products & Services
Altruist launched the Hazel Financial Planning Agent, a new AI platform helping advisors build bespoke financial plans with six financial planning workflows.
Reported by Altruist