Tag: ScaleUp

With funding from Vanguard and Insight Partners, among others, Altruist is betting that its all-in-one software stack can save registered investment advisors (RIAs) time, money, and manual work. The lesson for legacy players? Modernize or partner up. Watch out incumbents: Altruist aims to be the modern custodian for RIAs.   It posits that “legacy custodians have […]