Altruist eliminates software fees for RIAs
Altruist said it will waive its per-account fees completely for advisors who custody all their assets with Altruist.
Source: investmentnews.com
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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.
Source: wealthmanagement.com
Altruist names former Pixar, Blend exec Marc Greenberg as new CFO
Marc Greenberg, the new CFO at Altruist, spent 16 years at Pixar before most recently working at a banking fintech.
Source: investmentnews.com
March 2023 Riskalyze Fintech Five
Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
Source: wealthmanagement.com
BridgeFT Launches WealthTech API
BridgeFT's WealthTech API provides firms, from RIAs to enterprise providers, with account aggregation and multi-custodial feeds through a single API.
Source: wealthmanagement.com