Altruist
About Altruist
Altruist provides a wealth management platform and custodial services for independent financial advisors. The company offers integrated tools for account opening, trading, portfolio management, billing and reporting, alongside a marketplace for alternative investments. Recent coverage has focused on the acquisition of the business by Vanguard and the launch of automated financial planning and charitable giving tools.
FF News has published 8 stories featuring Altruist since 2023, most recently "Altruist Launches AI-Powered Donor-Advised Funds to Simplify Charitable Giving for Advisors" (12 October 2026).
People at Altruist on FF News
- Jason Wenk, Founder / CEO
Latest Altruist news
- Altruist Launches AI-Powered Donor-Advised Funds to Simplify Charitable Giving for Advisors 12 October 2026 FF News
- Altruist Expands Alternatives Marketplace with Pre-IPO SPVs for Financial Advisors 25 September 2026
- Altruist Launches AI-Powered Financial Planning Agent to Automate Wealth Management Workflows 4 September 2026 FF News
- Vanguard to Acquire Altruist: A Major Move for AI-Driven Wealth Management and RIA Custody 27 August 2026 FF News
- Civic Financial Consolidates $1B in Assets onto Altruist Wealth Management Platform 27 July 2026 FF News
- Arca Exits Stealth with $64M to Scale AI-Native Wealth Management 2 July 2026 FF News
- Altruist Unveils Hazel, a Transformative AI Platform for Wealth Professionals 8 September 2025 FF News
- Altruist Announces Self-Clearing, Becoming the Industry’s First Vertically Integrated Custodian 2 March 2023 FF News