Tag : Altruist

Altruist Launches Institutional-Grade FIX Trading Integrations with Advyzon and Orion
Finance Fintech News Trading

Altruist Launches Institutional-Grade FIX Trading Integrations with Advyzon and Orion

Business Wire
by Business Wire0
New integrations enable real-time execution and full operational visibility for enterprise RIAs Altruist, the modern custodian built for RIAs, today announced new institutional-grade FIX trading integrations with Orion and Advyzon. These integrations allow for orders to be submitted in real-time for execution at Altruist from the platforms advisors already use—eliminating......
Altruist Raises $152M Series F Led by GIC to Accelerate Innovation for Growth-Oriented RIAs
Finance Fintech Investments News

Altruist Raises $152M Series F Led by GIC to Accelerate Innovation for Growth-Oriented RIAs

Business Wire
by Business Wire0
The round, led by GIC, follows a banner year of product launches, executive expansion, and continued momentum as Altruist solidifies its place among the top three custodians Altruist, the modern custodian for RIAs, today announced $152 million in Series F funding led by GIC, a global institutional investor. Salesforce Ventures,......
Altruist Offers 5.10% APY with New Cash Accounts–11x the National Average
Finance Fintech News

Altruist Offers 5.10% APY with New Cash Accounts–11x the National Average*

Business Wire
by Business Wire0
In addition to 5.10% APY, Altruist Cash users get access to FDIC insurance through partner banks—up to $1 million for individual accounts and $2 million for joint accounts—and same day transfers. Altruist, the modern custodian for RIAs, launches Altruist Cash, its native cash management solution. The announcement comes just weeks......
B2B News Technology

Altruist’s Model Marketplace Launches Cornerstone Partnership With ESG Pioneer HIP Investor

Fintech News Desk
by Fintech News Desk0
Following Altruist’s recent expansion of its Model Marketplace and release of unified managed accounts (UMA) capabilities, the RIA fintech firm announces its partnership with ESG pioneer and long-time innovator HIP Investor, providing advisors with access to its Fossil Fuel Free Portfolio models focused on ESG and climate action for their clients.......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Altruist to Launch UMA Capabilities, Enhancing Model Marketplace
Fintech News

Altruist to Launch UMA Capabilities, Enhancing Model Marketplace

Fintech News Desk
by Fintech News Desk0
RIA fintech firm adds portfolio construction customization to create best-of-breed portfolios with no fee minimum Altruist, a fintech company on a mission to make financial advice better, more affordable and more accessible to everyone, announced a new feature to portfolio management capabilities – unified managed accounts (UMA). “Introducing UMA capabilities......
Riskalyze and Altruist Partner to Empower Today’s Financial Advisors
Investment Services News Risk Management

Riskalyze and Altruist Partner to Empower Today’s Financial Advisors

Fintech News Desk
by Fintech News Desk0
Industry leaders in risk assessment and seamless RIA technology announce their integration Riskalyze, which provides industry-leading risk assessment and portfolio analytics to tens of thousands of financial advisors, and Altruist, provider of an all-in-one custodial solution for modern registered investment advisors (RIAs), announced their integration, which will be live next month.......
Finance Industry Veterans Join Altruist to Make Independent Financial Advice Better, More Accessible, and More Human
Finance Fintech News

Finance Industry Veterans Join Altruist to Make Independent Financial Advice Better, More Accessible, and More Human

Fintech News Desk
by Fintech News Desk0
Grace Mellis joins as Chief Financial Officer and Adam Grealish as Head of Investments, building on strong company growth and significant adoption of its modern RIA platform Altruist, the all-in-one custodial solution for modern financial advisors, announced two powerhouse leadership team hires. Grace Mellis, a former JPMorgan Chase managing director,......
Altruist Expands Model Marketplace, Integrates BlackRock, Redwood Investment Management, and State Street Global Advisors Models
Fintech Investments News

Altruist Expands Model Marketplace, Integrates BlackRock, Redwood Investment Management, and State Street Global Advisors Models

Fintech News Desk
by Fintech News Desk0
– Addition Of Marquee Brands Underscores Altruist’s Commitment To Providing Quality Choices For Independent Advisors – BlackRock’s Target Allocation ESG Now Available As The First Sustainability Models Offered Via Altruist’s Model Marketplace – With Altruist, Independent Advisors Can Open And Fund Accounts, Invest, Manage, Report And Bill All In One......
Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking
Business Digital Fintech Investment Services News

Altruist Names Pete Dorsey as Chief Strategy & Revenue Officer

Fintech News Desk
by Fintech News Desk0
Altruist, a fully-integrated digital investment platform for RIAs, appoints Pete Dorsey, former National Managing Director at TD Ameritrade Institutional, to its executive team as Chief Strategy and Revenue Officer. Mr. Dorsey joins the Altruist team with over two decades of experience in the RIA business, working with the country’s largest......
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