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

  • Altruist adds donor-advised funds so advisors can manage charitable giving in-platform

  • Altruist expands alternatives marketplace with pre-IPO investment opportunities

  • 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

  • A letter from founder and CEO Jason Wenk

  • Vanguard to Acquire Altruist, Expanding the Reach and Impact of Financial Advice

  • Civic Financial Selects Altruist as Exclusive Custodian and Wealth Management Platform

  • Holistic Planning

    Holistic Planning selects Altruist as preferred custodial partner

  • Birds flying on blue background

    Altruist adds alternative assets, margin, options, and faster money movement to platform

  • Altruist launches personalized indexing to bring portfolio customization to advisors at scale