Altruist#82

FintechWealthTechRIA Custodian

$31.80▲ 1.9%per share

$47.06$39.43$15.26$9.541st Apr7th Apr15th Apr23rd Apr29th Apr

About

Altruist is a modern, vertically integrated custodian for independent registered investment advisors (RIAs), combining custody, portfolio management, trading and back-office software in a single platform.

@altruist

From X

Douglas A. Boneparth@dougboneparth

This is your quarterly reminder that I am a real advisor running a real wealth management firm, and I have a big announcement. Bone Fide Wealth has joined @altruist to build the kind of experience our clients both want and deserve. One that’s modern, intuitive, and removes the friction that’s plagued wealth management for far too long. What @jasonwenk and his team have built is truly second to none, and we're excited to grow together. You can read more below.

News

WealthTech custodian Altruist secures $152m Series F to scale RIA platform

FinTech Global14mo ago

Polls

Will Altruist IPO before the end of 2028?

Yes 49%No 51%

Founders

Jason WenkFounder & CEOFinancial-industry veteran and advisor who founded Altruist in 2018 to modernize the RIA custodian model.