Press room
News, company information, and media resources for journalists
Company overview
Altruist is the AI-forward custodian and wealth platform built for independent advisors, combining self-clearing custody with software for digital account opening, trading, portfolio management, billing, and reporting in one integrated experience. With Hazel, its AI engine for wealth managers, Altruist helps firms operate more efficiently, lower costs, and deliver exceptional client experiences.
Altruist at a glance
Get the Altruist one-pager for a quick snapshot of the company’s platform, momentum, and technology.
6000+ advisors
on the Altruist platform
#1 Custodian
T3/Inside Information
Advisor Survey
Best Innovation in Clearing and Custody
Datos Impact Awards
Latest company news
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Civic Financial Selects Altruist as Exclusive Custodian and Wealth Management Platform
Learn more: Civic Financial Selects Altruist as Exclusive Custodian and Wealth Management Platform -
Holistic Planning selects Altruist as preferred custodial partner
Learn more: Holistic Planning selects Altruist as preferred custodial partner -
Altruist adds alternative assets, margin, options, and faster money movement to platform
Learn more: Altruist adds alternative assets, margin, options, and faster money movement to platform -
Altruist launches personalized indexing to bring portfolio customization to advisors at scale
Learn more: Altruist launches personalized indexing to bring portfolio customization to advisors at scale
Insights and perspectives
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The advisor’s guide to AI in asset management
Learn more: The advisor’s guide to AI in asset management -
How AI in investing is changing financial advice
Learn more: How AI in investing is changing financial advice -
AI in finance: A complete guide for 2026
Learn more: AI in finance: A complete guide for 2026
Photos and media assets
Approved photo assets are available for editorial use upon request. Assets include:
- Executive headshots
- Company logos
- Office/brand imagery
- Select product images
Requests are reviewed manually before access is granted. If granted, images may be used for editorial purposes with credit to Altruist.
Media inquires
For interview requests, background information, or other media inquiries.
Media requests only. All other inquiries should go through here.