The latest news from inside Altruist
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Featured
Altruist Partners with Ritholtz Wealth Management to Expand Access to Financial Advice
Altruist, the modern custodian built exclusively for independent RIAs, announced a new custody relationship with Ritholtz Wealth Management (RWM), a national RIA overseeing more than $6 billion in assets for high-net-worth clients and institutions.
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Article
Altruist Unveils Hazel, a Transformative AI Platform for Wealth Professionals
Altruist, the modern custodian transforming how financial advisors serve clients, announced the launch of Hazel, a powerful AI platform designed specifically for financial advisors.
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Altruist Partners with Ritholtz Wealth Management to Expand Access to Financial Advice
Altruist, the modern custodian built exclusively for independent RIAs, announced a new custody relationship with Ritholtz Wealth Management (RWM), a national RIA overseeing more than $6 billion in assets for high-net-worth clients and institutions.
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The Right Relationships Can Build Anything
CEO Jason Wenk shares how Altruist’s reimagined look and feel reflect a simple conviction: the right relationships can build anything.
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Rewriting the Visual Identity of RIA Custody
Meet the new Altruist.
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We’ve Acquired Thyme to Supercharge Advisor Efficiency
Altruist has acquired Thyme, a sleek, modern AI-powered platform that’s redefining productivity for financial advisors.
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Becoming the Destination for High-Growth RIAs
Altruist announces its Series F, continuing its mission to transform RIA custodial services and serve high-growth RIAs. Authored by Jason Wenk, CEO.
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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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Article
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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Article
All New @ Altruist – September Product Updates
This month’s updates help clients earn more, stay compliant, and give you flexibility. Automate RMDs with the new Retirement Dashboard, unlock a limited-time APY boost on High-Yield Cash, and meet Hazel—your AI co-pilot to cut admin work and stay ahead of client needs.
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Article
New in August 2025: Plaid, Advyzon FIX, and more!
This month we launched a new Plaid Core Exchange integration, giving clients secure access to thousands of finance apps while helping advisors save time and focus more on client relationships.
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New in July 2025: Altruist One, Depth of Book, and more.
Enhanced fixed income insights, seamless integrations, and expanded connectivity—empowering advisors with greater efficiency, control, and flexibility.
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New in June 2025: FIX Trading, Insufficient Funds Report
Streamline trading and stay ahead of shortfalls with FIX integration and the Insufficient Funds Report—right from your Altruist dashboard.
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New in May 2025: A Smarter TLH, Defensive Series, and Much More!
We’ve enhanced our Tax Loss Harvesting tool with cross-account Wash Sale Sensitivity, and much more.
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New in April 2025: TaxIQ Upgrades, Bank Sweep Program Updates
Tax strategies and cash management got a meaningful upgrade in April. Explore what’s new with TaxIQ and bank sweeps.
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New in March 2025: CSV Model Upload, Household Performance Filtering
March was all about efficiency and control—giving you more ways to streamline workflows and tailor client insights. Here’s what’s new this past month.
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