Altruist

Altruist's enhanced TaxIQ includes daily tax-loss harvesting scans, capital gains budgeting, and other features.

The company offers discovery, subscriptions, and custody for alternative investments in one place.

Altruist answers common advisor questions about TaxIQ, its suite of tax management solutions.

Unified managed accounts (UMAs) on Altruist allow advisors to combine models from their favorite investment managers with their own custom portfolios.

The page shows how advisors move client portfolios into alternative investments without adding operational headaches.

A breakdown of how Altruist makes money with interest, securities lending, fees, and more, all while making financial advice accessible to everyone.

The page describes how an advisor left a bank broker-dealer, became a partner at an RIA firm, and increased his income.

New products and features, a new look, and some very exciting news about Altruist’s flagship AI offering. Catch the Office Hours replay.

In 2024, Altruist added innovations in digital onboarding, fixed income trading, cash management, tax tools, direct indexing, and more.

Altruist is expanding its platform to offer alternative assets, along with margin, options, and faster money movement.

New CTO Sumanth Sukumar joins Altruist, bringing experience from Coinbase, Uber, and Facebook to drive innovation and financial otucomes.

The company says its customers value relationships and that it aims to make independent financial advice more affordable and accessible to everyone.

Altruist offers support from real people to TDA advisors switching from Schwab and does not compete for clients.

The wealth platform and custodian on a mission to make financial advice better, more affordable, and accessible to everyone.

Support resources for advisors and clients using the Altruist portal. Help center articles, contact information, and more.

The AI-forward wealth platform and custodian that unifies account opening, trading, portfolio management, billing, and reporting.

Altruist Corp provides altruist.com and is a member of the Altruist family of companies.

Vanguard agrees to buy Altruist for roughly $4 billion, expanding its reach among independent financial advisers through Altruist’s wealth technology and custody platform.

Aug 2026 · This Week in FintechNews article

Vanguard announces its acquisition of Altruist. The analysis considers possible effects on registered investment advisor (RIA) custody competition, advisors, and broader industry dynamics.

Aug 2026 · Diamond ConsultantsNews article

Vanguard agrees to acquire Altruist, pairing its scale with Altruist’s AI-driven custody platform. The deal is described as a way to widen access to financial advice for independent advisors.

Aug 2026 · InvestmentNewsNews article

Altruist raises $152 million in a Series F round led by GIC, with participation from Salesforce Ventures and other investors. The company says it will use the funding to accelerate product innovation for growth-oriented registered investment advisors (RIAs).

Apr 2025 · Venture Capital Access OnlineNews article