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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Why I Joined Altruist: New CBO Rich Rao on Innovation, Scale, and Customer Value
Rich Rao joins Altruist as CBO to drive innovation and customer value, leveraging his experience from Google and Facebook to revolutionize the RIA market.
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Why I Joined Altruist: New CTO Sumanth Sukumar on His Motivations and Mandate
New CTO Sumanth Sukumar joins Altruist, bringing experience from Coinbase, Uber, and Facebook to drive innovation and financial otucomes.
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2024 in Review
Altruist’s 2024 review highlights innovations in digital onboarding, fixed income trading, cash management, tax tools, direct indexing, and more.
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How Does Altruist Make Money?
How does Altruist generate revenue? We get this question a lot and we’re happy to be transparent about it.
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Altruist’s Series E — One Step Closer to Better, More Accessible Financial Advice
A note from Jason Wenk regarding Altruist’s 169M Series E raise.
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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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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 February 2025: Trusts, Cash Accounts (Plural!), and a New DI Model.
In February, we enhanced Altruist Cash with Trust accounts, enabled advisors to open multiple cash accounts per client, and more.
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New in January 2025: Manual Rebalancer, Report Updates, Cash Accounts
Altruist updates in January 2025 include Manual Rebalance, Updated Clients Report, DRIP settings, Multiple Cash Accounts.
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New in December 2024: Bank Links, TaxIQ Upgrades, IRA Dashboard, New DI models, MMAs
New updates to the Altruist platform in December 2024 include TaxIQ upgrades and much more.
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New in November 2024: Gain/Loss Summary, Fee Imports, Main Management
What’s new from Altruist in November 2024, including gains/loss summary, a simplified fee import feature, and more.
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New in October 2024: Trade File Upload, New Model Marketplace managers
We introduced digital bulk trading capabilities, and welcomed 4 new asset managers onto the Model Marketplace.
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