Altruist

altruist.com · American English

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

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Last post: Sep 10, 2026
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Arca Partners With Altruist to Power Its Wealth Management Platform
Sep 10, 2026 · original
The AI-native wealth management firm is the first to build on Altruist Realtime Custodial API LOS ANGELES — Sept. 10, 2026 — Altruist, the wealth technology and custody platform for independent advisors, announced that Arca, an AI-native wealth management company, has selected Altruist as its preferred custodian and technology partner. Despite just emerging from stealth in June 2026 with $64 million in funding, Arca already manages more than $1 billion in client assets and continues to redefine wealth management at scale. Arca pairs expert advisors with purpose-built AI to deliver more personalized advice that aims to improve client outcomes. By automating the operational complexity behind wealth management, Arca empowers advisors to focus on what matters most – providing proactive and personalized guidance, fostering deeper relationships, and delivering a higher standard of service to t
Hazel is on a mission to collapse the tech stack for financial advisors
Sep 3, 2026 · original
Financial advisory firms are drowning in software. In the day-to-day business of helping their clients plan, manage, and build their wealth, the typical advisory firm juggles an average of 12 tools , many of which tend to be fragmented and poorly connected. Their tax software may know a client s tax liability but doesn t understand how it fits into their financial plan. Their financial planning software has a snapshot of their financial situation but it might not have the most up-to-date information from their last meeting, which is stuck in their notetaker. With no unified data model, each program sees only a sliver of the full picture and requires constant manual work to keep up to date. That means advisors spend an overwhelming amount of time context switching, doing data entry, learning different softwares, and troubleshooting it. One recent study found that advisors spend 45% of the
What is automated invoice processing?
Sep 2, 2026 · original
The reality of manual invoice processing for advisory firms Automated invoice processing—and how it works Benefits of automated invoice processing Key features to look for in invoice automation software Steps for automating invoice processing in your advisory firm Common challenges—and how to work through them Build a more efficient advisory practice FAQs Key takeaways Manual AP work scales quietly with every new client, vendor, and subscription—and organizations typically lose 3 to 4% of external spend to this kind of inefficiency, most of which is recoverable. Fully automated AP teams handle roughly 3x as many invoices per employee as manual ones, while the system automatically enforces thresholds and sign-offs the firm already uses. When evaluating software, prioritize the flexibility to make changes without submitting a ticket (e.g., adding an approver or moving a dollar threshold),
Altruist Introduces AI-Powered Financial Planning in Hazel, Helping Advisors Build Personalized Financial Plans In Minutes
Sep 1, 2026 · original
The new AI offering joins Hazel s groundbreaking tax planning agent, which moved markets earlier this year LOS ANGELES — Sept. 1, 2026 — Altruist today announced a new AI-powered financial planning agent within Hazel, its transformative AI platform. The all-in-one offering builds bespoke financial plans that encompass six critical workflows: retirement planning, investment optimization, cash flow analysis, estate planning, tax strategy, and insurance and risk. Historically, each of these tasks have taken advisors hours to complete. Hazel s new agent can now provide comprehensive, advisor-ready financial plans in minutes. Hazel s financial planning agent allows a single advisor to do much of the work that a shop full of specialists would do, in a fraction of the time, said Jason Wenk, founder and CEO of Altruist, the tech-forward wealth platform for financial advisors. We believe this lau
All New @ Altruist – August Product Updates
Aug 31, 2026 · original
New on alternatives We ve added even more alternatives to invest in, alongside enhancements to the alts experience. Additions to the alts marketplace: Apollo funds Upgrades to alternatives: You can now find, purchase, and track positions and redemption dates, all in one view You can now elect an eligible trust account during the alts subscription flow New in Model Marketplace We re adding to the Altruist Frontier Series in the Model Marketplace. Expand your clients investment options with two new innovation-focused SMA suites for cybersecurity and advanced computing. Unlike thematic ETFs, these suites offer: Direct ownership of underlying securities Security-level tax-loss harvesting Personalization opportunities through security exclusions Download tax management results You can now download a single-page PDF covering an account’s estimated tax savings, harvested losses, and more, direc
A letter from founder and CEO Jason Wenk
Aug 26, 2026 · original
To our advisors, clients, team, and partners, We announced today that Altruist has agreed to be acquired by Vanguard, subject to customary closing conditions and regulatory approvals. There are announcements you spend years imagining, and others you never really believe will be possible. For me, this is somehow both. The most important thing about this announcement is not the transaction itself. It is what Vanguard and Altruist can do together for advisors and the people we serve. I first encountered Vanguard and its founder, Jack Bogle, near the beginning of my career. I read his books, watched countless interviews, and found myself drawn not only to his ideas about investing, but to the conviction behind them. Vanguard s mission is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. I have always loved the words take a stand
Vanguard to Acquire Altruist, Expanding the Reach and Impact of Financial Advice
Aug 26, 2026 · original
Altruist to operate as a standalone business, extending the Vanguard effect to more advisors and their clients through AI-forward wealth technology and custody platform VALLEY FORGE, PA (August 26, 2026) — Vanguard and Altruist, an AI-forward wealth technology and custody platform serving financial advisors, announced today that they have entered into a definitive agreement under which Vanguard will acquire Altruist. Altruist combines a purpose-built platform, specialized talent, established advisor relationships, and deep expertise translating advice into better workflows and experiences. Under Vanguard s ownership, Altruist will be even better positioned to help advisors across the industry serve more clients, improve investors outcomes, and bring high-quality financial advice to more people. Many investors in Vanguard funds choose to work with financial advisors, and far more people c
The 18 best AI tools for business automation
Aug 25, 2026 · original
Intro What are AI tools for business automation? Why businesses are adopting AI automation How we evaluated these tools Best AI tools for different business functions 1. Hazel How to choose the right platform Best practices for implementing AI business automation Building an ecosystem of business automation FAQs Key takeaways The shift to AI-powered automation is real and quantifiable: Estimates suggest that nearly 30% of work hours in the U.S. economy could be automated by 2030 , so treat this as a when, not an if, and start evaluating tools now rather than waiting. Judge any tool against five things: How well it integrates with what you already run, whether your team can use it without a developer, its security and compliance posture, whether it scales with you, and what it actually costs at your size. No single tool covers everything, so plan for a small stack (a connector, a document
Scam Alert: Fraudulent Recruiting Emails Impersonating Altruist
Aug 20, 2026 · original
Intro We’ve become aware of a scam targeting job seekers that impersonates Altruist’s hiring process. We want to make sure anyone who’s been contacted, or who applies to Altruist in the future, knows how to spot it. The thing to keep in mind is this: Altruist’s official domain is altruist.com , and hiring-related messages will come from @altruist.com addresses. If a message about a job at Altruist comes from anywhere else, it isn’t from us. What’s happening Scammers are impersonating Altruist recruiters to target job seekers. As of this posting, the fraudulent emails are being sent from altruisthires[.]com . The messages we’ve seen claim to be from “Andrew Denton”, identified as a Talent Manager in Altruist’s HR department. To appear more legitimate they even reference Altruist’s real corporate address in Culver City, CA. Be aware that scammers frequently switch domains, names, titles an
All New @ Altruist – July Product Updates
Jul 30, 2026 · original
Create and assign custom roles With custom roles built around your firm s structure, each team member gets exactly the access they need. Now you can: Choose from predefined roles for specialized functions, such as Trader Build your own custom roles from scratch or start from an existing role and tailor it to your team New in Model Marketplace: Altruist Frontier Series Expand your clients investment options with new innovation-focused SMA suites for AI, defense, and space & aerospace. Unlike thematic ETFs, these suites offer: Direct ownership of underlying securities. Security-level tax-loss harvesting. Transparent portfolio holdings and weightings. Want a deeper dive into these new features? Let us know. We re here to support you every step of the way. Set up time with an Altruist Sales representative. Speak with our team The post All New @ Altruist – July Product Updates appeared first

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