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Altruist
Altruist is a modern platform designed specifically to support independent financial advisors by enhancing their operational efficiency and service delivery. The platform encompasses a range of financial technology tools, including a brokerage and a registered investment adviser, all aimed at facilitating better financial outcomes. Altruist offers commission-free trading for various securities, integrated portfolio management, and digital tools for account management, making it easier for advisors to manage client investments efficiently.
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News related to Altruist1
AltruistAltruist Launches TaxIQ to Automate Tax Savings for RIA Clients
Altruist is the modern custodian for independent RIAs. Altruist combines a self-clearing brokerage firm with intuitive software for account opening, trading, ...
https://www.streetinsider.com/Business+Wire/Altruist+Launches+TaxIQ+to+Automate+Tax+Savings+for+RIA+Clients/23394076.html
Investors5
ICONIQ Capital
Insight Partners
Adams Street Partners
Venrock
Sound Ventures