Tag: Altruist

Altruist, a modern custodian dedicated to transforming how financial advisors serve their clients, has launched Hazel, a new AI-powered platform designed specifically for wealth...

Key global WealthTech investment stats in Q2 2025: Global WealthTech funding increased by 12% QoQ in Q2 Deals under $100m grew by a third...

Key global WealthTech investment stats in H1 2025: Global WealthTech deal activity plummeted by 68% YoY in H1 2025 US WealthTech companies secured half...

Key US WealthTech investment stats in H1 2025: US WealthTech deal activity dropped by a 63% YoY in H1 New York secured 28% of...

Altruist, a modern WealthTech company serving independent registered investment advisors (RIAs), has raised $152m in a Series F funding round.

Key global FinTech investment stats in April 2023: • Global FinTech deal activity reached 475 transactions in April 2023, a 12% decrease from April 2022 •...

Altruist, a custodian built exclusively for registered investment advisors (RIAs), has secured $112m in its Series D funding round.

Altruist, an all-in-one platform for modern financial advisors, has scored $90m in its Series B funding round.

Altruist has secured $8.5m in a Series A round led by Venrock to help it build the “first fully integrated digital brokerage platform for financial advisors.”