The latest news from inside Altruist
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Featured
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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Article
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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Article
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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Altruist debuts industry-first custodial integration
Hazel is now the first AI platform for wealth managers to unify real-time data from a major custodian with CRM, emails, and meeting notes.
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Altruist partners with Bryn Mawr Trust Advisors as its new custodial partner
Bryn Mawr Trust Advisors selected Altruist for its enterprise-ready infrastructure, modern custodial capabilities, and its intuitive onboarding experience.
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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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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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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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