The latest news from inside Altruist
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Featured
Holistic Planning selects Altruist as preferred custodial partner
Texas-based $1.25B advisory firm turns to Altruist to support its growth plans and to develop an agentic operating system for financial advisors.
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Article
Altruist adds alternative assets, margin, options, and faster money movement to platform
Altruist, the tech-forward wealth platform built for independent advisors, is expanding its platform to offer alternative assets, along with margin, options, and faster money movement. The new capabilities allow advisors to provide more clients access strategies once reserved for the largest investors.
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Article
Altruist launches personalized indexing to bring portfolio customization to advisors at scale
With Altruist Personalized Indexing, advisors can exclude industries, sectors, issues, or securities consistently across an entire portfolio.
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Altruist launches personalized indexing to bring portfolio customization to advisors at scale
With Altruist Personalized Indexing, advisors can exclude industries, sectors, issues, or securities consistently across an entire portfolio.
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Sowell Management adds Altruist as enterprise custodial partner
Sowell Management is leveraging Altruist to help advisors grow their practices, deepen client relationships, and seek better outcomes.
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Gerber Kawasaki selects Altruist as its wealth management platform to power growth
Enterprise wealth and investment manager adds Altruist to streamline operations, enhance AI capabilities, and scale client impact.
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Altruist named custodial partner for $900M Lifeworks Advisors
“Partnering with Altruist directly advances our commitment to delivering better outcomes for clients. The platform aligns our technology with how we actually serve clients by eliminating operational friction, empowering our advisors, and creating even more space for thoughtful, relationship-driven advice that truly changes lives.”
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Article
Altruist Office Hours Q1
Join Jason Wenk, Dan Skiles, and Adam Grealish for the first Office Hours session of 2026. Broadcasting live from Altruist’s in-person summit Build to Grow in LA, we’ll walk through an exciting new product launch, and what’s next.
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Article
Office Hours Q3 2025
Catch the latest platform updates, roadmap highlights, and new trading features — plus product highlights, including Hazel, Altruist’s transformative AI platform.
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What Advisors Are Asking: Top Questions from Q2 Office Hours
Common questions from the latest updates from Altruist, including new platform capabilities, upcoming features, and the exciting acquisition of AI-powered productivity platform Thyme.
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Office Hours with Jason Wenk and Dan Skiles: Q2 2025
New products and features, a new look, and some very exciting news about Altruist’s flagship AI offering.
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Office Hours with Jason Wenk: Q1 2025
A conversation with Jason Wenk and Dan Skiles on our most up-to-date features, integrations, and products.
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All New @ Altruist – January Product Updates
This month, we are introducing updates that give advisors more flexibility, reduce manual work, and help firms deliver a more consistent client experience. Explore these new features designed to simplify operations and support firms as they scale on Altruist.
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All new @ Altruist – November product updates
This month, we’re focused on simplifying your day, giving you clearer insights, and adding more ways to get things done on the Altruist platform. Explore new investment options, improved support, and powerful integrations — all coming to Altruist this November.
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All new @ Altruist – October product updates
This month’s updates make it easier to get more done. Highlights include SBLOC integration for client liquidity, Rebalancer upgrades, a new Trader Role, expanded Tamarac FIX routing, and streamlined trade uploads with full CSV history.
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