Pre-IPO
offerings
We’re excited to offer eligible clients opportunities to access private companies before they go public.
You can now browse all available offerings in the alternatives marketplace and invest in a few clicks. Plus alternatives and traditional assets are reported on in the same portfolio view.
Pre-IPO investments are speculative and illiquid; you can lose your entire investment, and no IPO or other liquidity event is guaranteed. Available only to eligible clients of advisors on Altruist, through unregistered SPVs. Read the offering documents before investing.
Direct deposit enhancements
Put your clients’ paychecks to work the day they land.
High-yield cash individual and joint accounts get a dedicated account and routing number for paychecks and other recurring deposits.
Want a deeper dive into these new features?
Let us know. We’re here to support you every step of the way. Set up time with an Altruist Sales representative.
