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Altruist Raises $169M in Latest Funding Round

The Series E funding round values RIA custodian Altruist at $1.5 billion.

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WealthStack Roundup: Apex Integrates With Startup AdvisorArch

Also, CreativeOne partners with RISA, the Retirement Income Style Awareness profile,

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Altruist Moves to Hybrid Work Environment

The Los Angeles-headquartered RIA custodian aims to maintain a certain level of service, as it continues to grow.

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Altruist Acquires RIA Custodial Platform Shareholders Service Group

Altruist will now have close to 10% market share of total RIA firms, SSG’s service organization, and a relationship with Pershing.

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Now Self-Clearing, Altruist Becomes a True Custodian

After years as an "introducing b/d," Altruist Clearing goes live this week, the final step in becoming a full-service custodian.

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