Altruist rebrands with a new look and feel, emphasizing innovation and growth.

From Yahoo Finance: 2025-06-23 16:39:00

Altruist, a custodian serving nearly 5,000 advisors, unveiled a significant rebrand with updated logo, color palette, and design elements. CEO Jason Wenk emphasized the need to break from traditional custodian portals. The rebrand reflects a bold shift towards a more modern and unique look and feel for the company.

In April, Altruist secured $152 million in Series F funding, valuing the RIA custodian at $1.9 billion. This raised their total fundraising to an impressive $602 million. The company plans to allocate the funds towards developing new technology, tools, and products to enhance their platform.

Last year, Altruist introduced new features including a high-yield cash account and digital fixed-income trading tool. The company’s commitment to innovation and growth is evident through their continuous efforts to expand and improve their offerings. This rebrand marks another step in Altruist’s evolution and commitment to serving advisors and clients.



Read more at Yahoo Finance: Altruist Rolls Out Rebrand