Tagged: Altruist

August 27, 2026 @ 5:29 pm By Omar Faridi  |  

Vanguard has agreed to buy Altruist, an artificial-intelligence-focused wealth technology and custody firm that serves independent financial advisors. The companies announced a definitive agreement on August 26, 2026, framing the deal as a way to widen access to advice and strengthen the tools advisors use… Read More

April 25, 2025 @ 4:45 am By Michael Wong  |  

Altruist, a U.S.-based custodian for registered investment advisors, announced that it raised $152 million in a Series F funding round led by Singapore sovereign investor GIC. The round also drew participation from Salesforce Ventures, Geodesic Capital, Baillie Gifford, Carson Family Office, ICONIQ Growth and other… Read More