Company
Altruist
1 story · tracked since Aug 26, 2026 · last seen Aug 26, 2026
Altruist is an American fintech company that provides custody, trading and portfolio management software for independent financial advisors.
Profile compiled by Insurtech Daily from the coverage below.
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Mergers & acquisitions
1 deal tracked · price not disclosed
| Deal | Announced | Source |
|---|---|---|
| Acquired by Vanguard | Coverager |
Ownership changes as reported in the insurance press — see the M&A tracker for what is counted and what isn't. Minority investments are not acquisitions and are on the funding tracker instead.