Sowell Management adds Altruist as enterprise custodial partner

  • Sowell Management adds Altruist as enterprise custodial partner

  • Gerber Kawasaki selects Altruist as its wealth management platform to power growth

  • Hazel-Tax-Planning_Press-Release-2

    Altruist introduces AI-powered tax planning in Hazel

  • $900M Lifeworks Advisors selects Altruist as its custodial partner.

    Altruist named custodial partner for $900M Lifeworks Advisors

  • 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.

    Altruist debuts industry-first custodial integration

  • Altruist partners with Bryn Mawr Trust Advisors as its new custodial partner

  • Datos Insights names Altruist Best Innovation in Clearing and Custody for 2025

    Altruist recognized by Datos Insights for Best Innovation in Clearing and Custody

  • Altruist welcomes Bone Fide Wealth, a $100M millennial-focused RIA, to its platform

  • Hazel is the first AI platform for wealth managers to unify real-time data from a major custodian with CRM, emails, and meeting notes.

    Altruist unveils Hazel, a transformative AI platform for wealth professionals

  • Altruist partners with Ritholtz Wealth Management to expand access to financial advice