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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.

Technology vendorUnited States

Profile compiled by Insurtech Daily from the coverage below.

Most-covered themes

M&AAI & Automation

Also involved

Reported by

Coverager

1 deal tracked · price not disclosed

Altruist acquisitions and mergers — counterparty, date and source
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.

Coverage

  1. Coverager · Aug 26, 2026

    Vanguard to acquire Altruist

    Altruist also operates Hazel, an AI platform for financial and tax planning.

    M&AAI & Automation

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