Altruist Raises Another $169M As It Competes to Win RIAs
ICONIQ Growth led the Series E funding round, bringing the total funding to more than $450 million.
Tag: Altruist
Retirement Industry People Moves – 12/15/23
National Association of Investment Companies announces Abraham as vice president of development; Truist appoints Stengel as chief legal officer; Ameritas...
Investment Product and Service Launches
North American Company introduces Goldman Sachs index; Jackson enhances Perspective variable annuity benefit suite; Altruist launches multiple account bundling.
Altruist Pitches Tech, Personalization to Advisers
According to the financial tech custodian’s head of investing, RIAs are shifting more into ‘holistic’ needs, including retirement saving.