Altruist uses OpenAI GPT-Sol models to automate background tasks, build client context, and run financial planning analyses for advisors.
Published
Signal category
Products & Services
Quote
“With the help of OpenAI GPT-Sol models, Hazel lets advisors automate time-consuming background tasks, build deep context about their clients, and run complex financial planning analyses.”
— Altruist team
Company
Altruist
Altruist is the tech forward wealth platform and custodian for advisors. Altruist Financial LLC, Member FINRA/SIPC
- Industry
- Financial Services
- Location
- Culver City, US
- Company size
- 323 employees
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.
Founded 2018