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Articles tagged "Altruist"


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Jason Wenk speaks to RIABiz by Zoom: "We're a lot bigger than people realize. I don't think it's going to be the case in 10 years."

With Vanguard and Venrock as backers, Altruist is taking careful aim at RIA custody power, with SSG a big building block and an even bigger sign

The Los Angeles custody startup is playing small ball and bully ball with an approach aimed as much at TAMPs and fintechs as RIA custodians.

March 16, 2023 at 4:29 AM

George Tamer: Portfolio management is a mature category, but the opportunity to innovate remains massive.

An unprecedented wave of 'disruptive' competitors are challenging 'The Big Four' RIA performance reporting firms by thinking past 'the cloud' and bundles

Black Diamond, Orion Tamarac and Addepar built a $10 trillion mountain of AUA by taking RIAs to the cloud, but a number of firms are emerging to challenge the status quo.

June 2, 2022 at 3:50 AM

Jason Wenk:  'I fully expect us to become the third [largest custodian].'

Jason Wenk raises $50 million from Vanguard Group and others, and Altruist may soon overtake Pershing's No. 3 RIA custodian spot, the Altruist founder asserts

The Los Angeles founder's disruption blitz involves a mobile-first Robinhood feel and a plug-and-play outsourcing one-stop-shop -- a sweet combination, except that it may not lure many big RIAs, analysts say.

May 20, 2021 at 3:22 AM

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