Press room
News, company information, and media resources for journalists

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
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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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Altruist adds donor-advised funds so advisors can manage charitable giving in-platform
Learn more: Altruist adds donor-advised funds so advisors can manage charitable giving in-platform -

Altruist expands alternatives marketplace with pre-IPO investment opportunities
Learn more: Altruist expands alternatives marketplace with pre-IPO investment opportunities -

Arca Partners With Altruist to Power Its Wealth Management Platform
Learn more: Arca Partners With Altruist to Power Its Wealth Management Platform -

Altruist Introduces AI-Powered Financial Planning in Hazel, Helping Advisors Build Personalized Financial Plans In Minutes
Learn more: Altruist Introduces AI-Powered Financial Planning in Hazel, Helping Advisors Build Personalized Financial Plans In Minutes
Insights and perspectives
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9 steps to grow your financial advisor business
Learn more: 9 steps to grow your financial advisor business -

High-impact portfolio management moves—and how to automate them
Learn more: High-impact portfolio management moves—and how to automate them -

How passkeys protect your firm from phishing
Learn more: How passkeys protect your firm from phishing

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
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