{"id":4589,"date":"2025-10-10T18:40:42","date_gmt":"2025-10-10T18:40:42","guid":{"rendered":"https:\/\/altruist.com\/?page_id=4589"},"modified":"2026-06-18T12:50:21","modified_gmt":"2026-06-18T16:50:21","slug":"company-news","status":"publish","type":"page","link":"https:\/\/altruist.com\/company-news\/","title":{"rendered":"Company news"},"content":{"rendered":"<section class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"padding:var(--wp--preset--spacing--1600) 0\"><h1 class=\"wp-block-heading has-text-align-center has-secondary-font-family has-headline-3-font-size\" style=\"font-style:normal;font-weight:450\" id=\"c2a0the-latest-news-from-inside-altruist\">&nbsp;The latest news from inside Altruist<\/h1>\n<\/section>\n\n\n<section class=\"wp-block-group alignfull is-full-width-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-c49557af wp-block-group-is-layout-constrained\" style=\"margin-bottom:var(--wp--preset--spacing--1200);padding:0 var(--wp--preset--spacing--1600)\"><div class=\"wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-23441af8 wp-block-group-is-layout-flex\">\n<nav class=\"has-cta-default-font-size items-justified-space-between no-wrap is-content-library-nav wp-block-navigation is-horizontal is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-navigation-is-layout-7cbee8e8 wp-block-navigation-is-layout-flex has-display-none-mobile has-display-block-desktop has-width\" aria-label=\"Resources\" style=\"--width:100%\"><ul class=\"wp-block-navigation__container has-cta-default-font-size items-justified-space-between no-wrap is-content-library-nav wp-block-navigation has-cta-default-font-size\">\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/resources\/\" data-nav-label=\"Home\"><span class=\"wp-block-navigation-item__label\">Home<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/company-news\/\" data-nav-label=\"Company news\"><span class=\"wp-block-navigation-item__label\">Company news<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/products\/\" data-nav-label=\"Products\"><span class=\"wp-block-navigation-item__label\">Products<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/advisor-stories\/\" data-nav-label=\"Advisor stories\"><span class=\"wp-block-navigation-item__label\">Advisor stories<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/insights\/\" data-nav-label=\"Insights\"><span class=\"wp-block-navigation-item__label\">Insights<\/span><\/a><\/li>\n<\/ul><\/nav>\n\n\n<nav class=\"has-cta-default-font-size items-justified-center is-content-library-nav wp-block-navigation is-horizontal is-content-justification-center is-layout-flex wp-container-core-navigation-is-layout-ef5ce59c wp-block-navigation-is-layout-flex has-display-block-mobile has-display-none-desktop has-width\" aria-label=\"Resources 2\" style=\"--width:100%\"><ul class=\"wp-block-navigation__container has-cta-default-font-size items-justified-center is-content-library-nav wp-block-navigation has-cta-default-font-size\">\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/resources\/\" data-nav-label=\"Home\"><span class=\"wp-block-navigation-item__label\">Home<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/company-news\/\" data-nav-label=\"Company news\"><span class=\"wp-block-navigation-item__label\">Company news<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/products\/\" data-nav-label=\"Products\"><span class=\"wp-block-navigation-item__label\">Products<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/advisor-stories\/\" data-nav-label=\"Advisor stories\"><span class=\"wp-block-navigation-item__label\">Advisor stories<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/insights\/\" data-nav-label=\"Insights\"><span class=\"wp-block-navigation-item__label\">Insights<\/span><\/a><\/li>\n<\/ul><\/nav>\n<\/div>\n<\/section>\n\n\n<section class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div data-qllm-query-region=\"1\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\"><li class=\"wp-block-post post-6174 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-featured-company-news tag-press-room\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-639b5052 wp-block-group-is-layout-constrained has-position-relative\" style=\"padding:0\">\n<div class=\"wp-block-group has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-4efa1805378040eb11da642e3bd920d5 has-global-padding is-layout-constrained wp-container-core-group-is-layout-d8757288 wp-block-group-is-layout-constrained has-position-absolute has-top has-right has-bottom has-left has-z-index has-width\" style=\"border-radius:6px;--top:20px;--left:17px;--z-index:1;padding:var(--wp--preset--spacing--200)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-3e547a93 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:0\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680081ecd81\" data-icon=\"brand-icons-document\"><title id=\"icon-6a680081ecd81\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;padding:0;margin:0 0 0 var(--wp--preset--spacing--200)\">Featured<\/p>\n<\/div>\n<\/div>\n\n\n<figure style=\"margin-bottom:var(--wp--preset--spacing--1200);border-radius:16px\" class=\"wp-block-post-featured-image has-aspect-ratio-16\/9 has-object-position-center\"><a href=\"https:\/\/altruist.com\/news\/holistic-planning-selects-altruist-as-preferred-custodial-partner-committing-450-million-in-assets\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Altruist-Holistic-Planning-1024x575.webp\" class=\"attachment-large size-large wp-post-image\" alt=\"Holistic Planning selects Altruist as preferred custodial partner\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Altruist-Holistic-Planning-1024x575.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Altruist-Holistic-Planning-300x168.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Altruist-Holistic-Planning-768x431.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Altruist-Holistic-Planning-1536x863.webp 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Altruist-Holistic-Planning-2048x1150.webp 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\"><\/a><\/figure>\n<\/div>\n\n\n<h2 style=\"margin-top:0;margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-4-font-size\" id=\"holistic-planning-selects-altruist-as-preferred-custodial-partner\">Holistic Planning selects Altruist as preferred custodial partner<\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Texas-based $1.25B advisory firm turns to Altruist to support its growth plans and to develop an agentic operating system for financial advisors.<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700; margin-bottom:var(--wp--preset--spacing--800);margin-bottom:var(--wp--preset--spacing--800)\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-06-16T08:00:00-04:00\">June 16, 2026<\/time><\/div>\n\n<\/li><\/ul>\n\n<\/div>\n<\/section>\n\n\n<section class=\"wp-block-group alignfull is-full-width-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-eff05b45 wp-block-group-is-layout-constrained\" style=\"padding:0 var(--wp--preset--spacing--1600)\">\n<div class=\"wp-block-altruist-tabs tabs-block tabs-7dwt6wfu is-content-library-tabs\"><div class=\"tabs\" data-active-tab=\"tab-tujs6pfu\">\n<div class=\"tabs-list\">\n<button class=\"tabs-trigger \" data-state=\"\" data-tab-id=\"tab-1\"><span class=\"layout\"><span>Press room<\/span><\/span><\/button><button class=\"tabs-trigger \" data-state=\"\" data-tab-id=\"tab-2\"><span class=\"layout\"><span>Office Hours<\/span><\/span><\/button><button class=\"tabs-trigger active\" data-state=\"active\" data-tab-id=\"tab-tujs6pfu\"><span class=\"layout\"><span>Newsletter<\/span><\/span><\/button>\n<\/div>\n<div class=\"tabs-content\">\n<div class=\"wp-block-altruist-tab tab-content-block layout-default valign-top halign-left width-full animation-fade\" style=\"margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin:var(--wp--preset--spacing--1600) 0\">\n<div data-qllm-query-region=\"2\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\">\n<li class=\"wp-block-post post-6315 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-press-room\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group post-label has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-b438007f5acb95be7bf3d21b3d5aae17 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a5a59a83 wp-block-group-is-layout-constrained has-top has-right has-bottom has-left has-z-index\" style=\"border-radius:6px;margin-bottom:var(--wp--preset--spacing--1200);--z-index:1;padding:var(--wp--preset--spacing--100)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-545c21a2 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:var(--wp--preset--spacing--200)\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680081ecd81\" data-icon=\"brand-icons-document\"><title id=\"icon-6a680081ecd81\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;margin:0 0 0 var(--wp--preset--spacing--200)\">Article<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-width has-max-width\" style=\"--width-mobile:100%;--width-desktop:590px;--max-width-mobile:100%;--max-width-desktop:590px\">\n<h2 style=\"font-style:normal;font-weight:900; margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-5-font-size has-primary-font-family\" id=\"civic-financial-selects-altruist-as-exclusive-custodian-and-wealth-management-platform\"><a href=\"https:\/\/altruist.com\/news\/civic-financial-selects-altruist-as-exclusive-custodian-and-wealth-management-platform\/\" target=\"_self\">Civic Financial Selects Altruist as Exclusive Custodian and Wealth Management Platform<\/a><\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt has-paragraph-2-font-size\"><p class=\"wp-block-post-excerpt__excerpt\">Boston-based enterprise advisory firm that oversaw $1B in assets to consolidate custody and technology with Altruist platform LOS ANGELES, Calif. &ndash; July 22, 2026 &ndash; Altruist, the tech-forward custodian and wealth platform for financial advisors, today announced that Boston-based Civic Financial will transition its entire custodial and wealth management technology stack to the firm. Civic&hellip;<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-07-22T09:00:00-04:00\">July 22, 2026<\/time><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow has-width\" style=\"flex-basis:40%;--width:100%\">\n<figure class=\"wp-block-post-featured-image has-aspect-ratio-3\/2 has-object-fit-cover has-object-position-center\" style=\"border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/civic-financial-selects-altruist-as-exclusive-custodian-and-wealth-management-platform\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1404\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/Altruist-Civic-Financial.webp\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"Civic Financial Selects Altruist as Exclusive Custodian and Wealth Management Platform\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/Altruist-Civic-Financial.webp 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/Altruist-Civic-Financial-300x168.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/Altruist-Civic-Financial-1024x575.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/Altruist-Civic-Financial-768x431.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/Altruist-Civic-Financial-1536x863.webp 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/07\/Altruist-Civic-Financial-2048x1150.webp 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-5854 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-press-room\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group post-label has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-b438007f5acb95be7bf3d21b3d5aae17 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a5a59a83 wp-block-group-is-layout-constrained has-top has-right has-bottom has-left has-z-index\" style=\"border-radius:6px;margin-bottom:var(--wp--preset--spacing--1200);--z-index:1;padding:var(--wp--preset--spacing--100)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-545c21a2 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:var(--wp--preset--spacing--200)\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680081ecd81\" data-icon=\"brand-icons-document\"><title id=\"icon-6a680081ecd81\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;margin:0 0 0 var(--wp--preset--spacing--200)\">Article<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-width has-max-width\" style=\"--width-mobile:100%;--width-desktop:590px;--max-width-mobile:100%;--max-width-desktop:590px\">\n<h2 style=\"font-style:normal;font-weight:900; margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-5-font-size has-primary-font-family\" id=\"altruist-adds-alternative-assets-margin-options-and-faster-money-movement-to-platform\"><a href=\"https:\/\/altruist.com\/news\/altruist-adds-alternative-assets-margin-options-and-faster-money-movement-to-platform\/\" target=\"_self\">Altruist adds alternative assets, margin, options, and faster money movement to platform<\/a><\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt has-paragraph-2-font-size\"><p class=\"wp-block-post-excerpt__excerpt\">Altruist, the tech-forward wealth platform built for independent advisors, is expanding its platform to offer alternative assets, along with margin, options, and faster money movement. The new capabilities allow advisors to provide more clients access strategies once reserved for the largest investors.<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-06-02T00:01:00-04:00\">June 2, 2026<\/time><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow has-width\" style=\"flex-basis:40%;--width:100%\">\n<figure class=\"wp-block-post-featured-image has-aspect-ratio-3\/2 has-object-fit-cover has-object-position-center\" style=\"border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/altruist-adds-alternative-assets-margin-options-and-faster-money-movement-to-platform\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-158.jpg\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"Altruist adds alternative assets, margin, options, and faster money movement to platform\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-158.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-158-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-158-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-158-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n\n<\/li>\n<\/ul>\n\n\n\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin:var(--wp--preset--spacing--1600) 0\">\n<div data-qllm-query-region=\"3\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\">\n<li class=\"wp-block-post post-5854 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-press-room\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-06-02T00:01:00-04:00\">June 2, 2026<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"altruist-adds-alternative-assets-margin-options-and-faster-money-movement-to-platform\"><a href=\"https:\/\/altruist.com\/news\/altruist-adds-alternative-assets-margin-options-and-faster-money-movement-to-platform\/\" target=\"_self\">Altruist adds alternative assets, margin, options, and faster money movement to platform<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Altruist, the tech-forward wealth platform built for independent advisors, is expanding its platform to offer alternative assets, along with margin, options, and faster money movement. The new capabilities allow advisors to provide more clients access strategies once reserved for the largest investors.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/altruist-adds-alternative-assets-margin-options-and-faster-money-movement-to-platform\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-158.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"Altruist adds alternative assets, margin, options, and faster money movement to platform\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-158.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-158-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-158-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-158-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-5516 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-press-room\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-03-18T05:00:00-04:00\">March 18, 2026<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"altruist-launches-personalized-indexing-to-bring-portfolio-customization-to-advisors-at-scale\"><a href=\"https:\/\/altruist.com\/news\/altruist-launches-personalized-indexing-to-bring-portfolio-customization-to-advisors-at-scale\/\" target=\"_self\">Altruist launches personalized indexing to bring portfolio customization to advisors at scale<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">With Altruist Personalized Indexing, advisors can exclude industries, sectors, issues, or securities consistently across an entire portfolio.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/altruist-launches-personalized-indexing-to-bring-portfolio-customization-to-advisors-at-scale\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1404\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/PDI_Press-release.webp\" class=\"attachment-full size-full wp-post-image\" alt=\"Altruist launches personalized indexing to bring portfolio customization to advisors at scale\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/PDI_Press-release.webp 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/PDI_Press-release-300x168.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/PDI_Press-release-1024x575.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/PDI_Press-release-768x431.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/PDI_Press-release-1536x863.webp 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/PDI_Press-release-2048x1150.webp 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-5490 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-press-room\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-03-02T11:42:00-05:00\">March 2, 2026<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"sowell-management-adds-altruist-as-enterprise-custodial-partner\"><a href=\"https:\/\/altruist.com\/news\/sowell-management-adds-altruist-as-enterprise-custodial-partner\/\" target=\"_self\">Sowell Management adds Altruist as enterprise custodial partner<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Sowell Management is leveraging Altruist to help advisors grow their practices, deepen client relationships, and seek better outcomes.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/sowell-management-adds-altruist-as-enterprise-custodial-partner\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1438\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Altruist_SowellManagement-scaled.webp\" class=\"attachment-full size-full wp-post-image\" alt=\"Sowell Management adds Altruist as enterprise custodial partner\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Altruist_SowellManagement-scaled.webp 2560w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Altruist_SowellManagement-300x168.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Altruist_SowellManagement-1024x575.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Altruist_SowellManagement-768x431.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Altruist_SowellManagement-1536x863.webp 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Altruist_SowellManagement-2048x1150.webp 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-5423 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-press-room\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-02-23T11:45:00-05:00\">February 23, 2026<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"gerber-kawasaki-selects-altruist-as-its-wealth-management-platform-to-power-growth\"><a href=\"https:\/\/altruist.com\/news\/gerber-kawasaki-selects-altruist-as-its-wealth-management-platform-to-power-growth\/\" target=\"_self\">Gerber Kawasaki selects Altruist as its wealth management platform to power growth<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Enterprise wealth and investment manager adds Altruist to streamline operations, enhance AI capabilities, and scale client impact.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/gerber-kawasaki-selects-altruist-as-its-wealth-management-platform-to-power-growth\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"675\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/02\/Gerber-Kawasaki.webp\" class=\"attachment-full size-full wp-post-image\" alt=\"Gerber Kawasaki selects Altruist as its wealth management platform to power growth\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/02\/Gerber-Kawasaki.webp 1200w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/02\/Gerber-Kawasaki-300x169.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/02\/Gerber-Kawasaki-1024x576.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/02\/Gerber-Kawasaki-768x432.webp 768w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-5375 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-hazel tag-press-room\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-02-10T00:45:39-05:00\">February 10, 2026<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"altruist-introduces-ai-powered-tax-planning-in-hazel\"><a href=\"https:\/\/altruist.com\/news\/hazel-ai-tax-planning\/\" target=\"_self\">Altruist introduces AI-powered tax planning in Hazel<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Hazel can now transform complex returns into personalized tax insights in minutes LOS ANGELES &mdash; February 10, 2026 &mdash; Altruist, the tech-forward wealth platform for independent advisors, today announced the launch of a new tax planning offering within Hazel, its transformative AI platform. The new capability helps advisors create fully personalized tax strategies for clients&hellip;<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/hazel-ai-tax-planning\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1404\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/02\/Hazel-Tax-Planning_Press-Release-2.webp\" class=\"attachment-full size-full wp-post-image\" alt=\"Altruist introduces AI-powered tax planning in Hazel\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/02\/Hazel-Tax-Planning_Press-Release-2.webp 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/02\/Hazel-Tax-Planning_Press-Release-2-300x168.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/02\/Hazel-Tax-Planning_Press-Release-2-1024x575.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/02\/Hazel-Tax-Planning_Press-Release-2-768x431.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/02\/Hazel-Tax-Planning_Press-Release-2-1536x863.webp 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/02\/Hazel-Tax-Planning_Press-Release-2-2048x1150.webp 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<\/ul>\n\n\n\t\t\t<div class=\"is-layout-flex wp-block-buttons wp-block-query-pagination-is-layout-flex\">\n\t\t\t\t<div class=\"wp-block-button aligncenter\">\n\t\t\t\t\t<a class=\"wp-block-button__link wp-element-button wp-load-more__button\" href=\"?query-6-page=2\" data-query-next-page=\"2\" data-query-key=\"6\" data-query-max-page=\"7\" data-query-url=\"query-6-page\" data-update-url=\"\"><span class=\"qllm-loading\">Loading&#8230;<\/span><span class=\"qllm-load-more\">Load More<\/span><\/a>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\n\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-altruist-tab tab-content-block layout-default valign-top halign-left width-full animation-fade\" style=\"margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:var(--wp--preset--spacing--1600);padding-right:0;padding-bottom:var(--wp--preset--spacing--1600);padding-left:0\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div data-qllm-query-region=\"4\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\">\n<li class=\"wp-block-post post-5453 events type-events status-publish has-post-thumbnail hentry event_category-webinar event_tag-office-hours event_tag-webinar-replay\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group post-label has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-b438007f5acb95be7bf3d21b3d5aae17 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a5a59a83 wp-block-group-is-layout-constrained has-top has-right has-bottom has-left has-z-index\" style=\"border-radius:6px;margin-bottom:var(--wp--preset--spacing--1200);--z-index:1;padding:var(--wp--preset--spacing--100)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-545c21a2 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:var(--wp--preset--spacing--200)\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680081ecd81\" data-icon=\"brand-icons-document\"><title id=\"icon-6a680081ecd81\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;margin:0 0 0 var(--wp--preset--spacing--200)\">Article<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-width has-max-width\" style=\"--width-mobile:100%;--width-desktop:590px;--max-width-mobile:100%;--max-width-desktop:590px\">\n<h2 style=\"font-style:normal;font-weight:900; margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-5-font-size has-primary-font-family\" id=\"altruist-office-hours-q1\"><a href=\"https:\/\/altruist.com\/events\/altruist-office-hours-q1\/\" target=\"_self\">Altruist Office Hours Q1<\/a><\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt has-paragraph-2-font-size\"><p class=\"wp-block-post-excerpt__excerpt\">Join Jason Wenk, Dan Skiles, and Adam Grealish for the first Office Hours session of 2026. Broadcasting live from Altruist&rsquo;s in-person summit Build to Grow in LA, we&rsquo;ll walk through an exciting new product launch, and what&rsquo;s next.<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-03-04T17:50:49-05:00\">March 4, 2026<\/time><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow has-width\" style=\"flex-basis:40%;--width:100%\">\n<figure class=\"wp-block-post-featured-image has-aspect-ratio-3\/2 has-object-fit-cover has-object-position-center\" style=\"border-radius:16px\"><a href=\"https:\/\/altruist.com\/events\/altruist-office-hours-q1\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1512\" height=\"861\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Frame-2087329876.webp\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"Altruist Office Hours Q1\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Frame-2087329876.webp 1512w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Frame-2087329876-300x171.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Frame-2087329876-1024x583.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/Frame-2087329876-768x437.webp 768w\" sizes=\"auto, (max-width: 1512px) 100vw, 1512px\"><\/a><\/figure>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-4301 events type-events status-publish has-post-thumbnail hentry event_category-webinar event_tag-office-hours event_tag-webinar-replay\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group post-label has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-b438007f5acb95be7bf3d21b3d5aae17 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a5a59a83 wp-block-group-is-layout-constrained has-top has-right has-bottom has-left has-z-index\" style=\"border-radius:6px;margin-bottom:var(--wp--preset--spacing--1200);--z-index:1;padding:var(--wp--preset--spacing--100)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-545c21a2 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:var(--wp--preset--spacing--200)\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680081ecd81\" data-icon=\"brand-icons-document\"><title id=\"icon-6a680081ecd81\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;margin:0 0 0 var(--wp--preset--spacing--200)\">Article<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-width has-max-width\" style=\"--width-mobile:100%;--width-desktop:590px;--max-width-mobile:100%;--max-width-desktop:590px\">\n<h2 style=\"font-style:normal;font-weight:900; margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-5-font-size has-primary-font-family\" id=\"office-hours-q3-2025\"><a href=\"https:\/\/altruist.com\/events\/office-hours-q3-2025\/\" target=\"_self\">Office Hours Q3 2025<\/a><\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt has-paragraph-2-font-size\"><p class=\"wp-block-post-excerpt__excerpt\">Catch the latest platform updates, roadmap highlights, and new trading features &mdash; plus product highlights, including Hazel, Altruist&#8217;s transformative AI platform.<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-08-21T15:03:40-04:00\">August 21, 2025<\/time><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow has-width\" style=\"flex-basis:40%;--width:100%\">\n<figure class=\"wp-block-post-featured-image has-aspect-ratio-3\/2 has-object-fit-cover has-object-position-center\" style=\"border-radius:16px\"><a href=\"https:\/\/altruist.com\/events\/office-hours-q3-2025\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1378\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/SBLOC_Bridge-3-_2560x1378-scaled.jpg\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"Office Hours Q3 2025\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/SBLOC_Bridge-3-_2560x1378-scaled.jpg 2560w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/SBLOC_Bridge-3-_2560x1378-300x161.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/SBLOC_Bridge-3-_2560x1378-1024x551.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/SBLOC_Bridge-3-_2560x1378-768x413.jpg 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/SBLOC_Bridge-3-_2560x1378-1536x827.jpg 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/SBLOC_Bridge-3-_2560x1378-2048x1102.jpg 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\"><\/a><\/figure>\n<\/div>\n<\/div>\n\n<\/li>\n<\/ul>\n\n\n\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin:var(--wp--preset--spacing--1600) 0\">\n<div data-qllm-query-region=\"5\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\">\n<li class=\"wp-block-post post-3144 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-office-hours\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-06-20T20:22:24-04:00\">June 20, 2025<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"what-advisors-are-asking-top-questions-from-q2-office-hours\"><a href=\"https:\/\/altruist.com\/news\/office-hours-q2-2025-q-and-a\/\" target=\"_self\">What Advisors Are Asking: Top Questions from Q2 Office Hours<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Common questions from the latest updates from Altruist, including new platform capabilities, upcoming features, and the exciting acquisition of AI-powered productivity platform Thyme.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/office-hours-q2-2025-q-and-a\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/06\/Blog-Cover-Top-Qs-from-Office-Hours.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"What Advisors Are Asking: Top Questions from Q2 Office Hours\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/06\/Blog-Cover-Top-Qs-from-Office-Hours.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/06\/Blog-Cover-Top-Qs-from-Office-Hours-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/06\/Blog-Cover-Top-Qs-from-Office-Hours-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/06\/Blog-Cover-Top-Qs-from-Office-Hours-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-2921 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-office-hours\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-06-18T22:00:43-04:00\">June 18, 2025<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"office-hours-with-jason-wenk-and-dan-skiles-q2-2025\"><a href=\"https:\/\/altruist.com\/news\/office-hours-with-jason-wenk-and-dan-skiles-q2-2025\/\" target=\"_self\">Office Hours with Jason Wenk and Dan Skiles: Q2 2025<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">New products and features, a new look, and some very exciting news about Altruist&rsquo;s flagship AI offering.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/office-hours-with-jason-wenk-and-dan-skiles-q2-2025\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1912\" height=\"1904\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/06\/Office-Hours-Q2.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"Office Hours with Jason Wenk and Dan Skiles: Q2 2025\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/06\/Office-Hours-Q2.jpg 1912w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/06\/Office-Hours-Q2-300x300.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/06\/Office-Hours-Q2-1024x1020.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/06\/Office-Hours-Q2-150x150.jpg 150w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/06\/Office-Hours-Q2-768x765.jpg 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/06\/Office-Hours-Q2-1536x1530.jpg 1536w\" sizes=\"auto, (max-width: 1912px) 100vw, 1912px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-1930 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-office-hours\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-03-20T12:42:00-04:00\">March 20, 2025<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"office-hours-with-jason-wenk-q1-2025\"><a href=\"https:\/\/altruist.com\/news\/office-hours-with-jason-wenk-q1-2025\/\" target=\"_self\">Office Hours with Jason Wenk: Q1 2025<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">A conversation with Jason Wenk and Dan Skiles on our most up-to-date features, integrations, and products.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/office-hours-with-jason-wenk-q1-2025\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1912\" height=\"1904\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/Blog-Cover-25.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"Office Hours with Jason Wenk: Q1 2025\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/Blog-Cover-25.jpg 1912w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/Blog-Cover-25-150x150.jpg 150w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/Blog-Cover-25-300x300.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/Blog-Cover-25-768x765.jpg 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/Blog-Cover-25-1024x1020.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/Blog-Cover-25-1536x1530.jpg 1536w\" sizes=\"auto, (max-width: 1912px) 100vw, 1912px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<\/ul>\n\n\n\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-altruist-tab tab-content-block layout-default valign-top halign-left width-full animation-fade\" style=\"padding-top:var(--wp--preset--spacing--1600);padding-bottom:var(--wp--preset--spacing--1600)\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div data-qllm-query-region=\"6\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\">\n<li class=\"wp-block-post post-6249 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-newsletter\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group post-label has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-b438007f5acb95be7bf3d21b3d5aae17 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a5a59a83 wp-block-group-is-layout-constrained has-top has-right has-bottom has-left has-z-index\" style=\"border-radius:6px;margin-bottom:var(--wp--preset--spacing--1200);--z-index:1;padding:var(--wp--preset--spacing--100)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-545c21a2 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:var(--wp--preset--spacing--200)\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680081ecd81\" data-icon=\"brand-icons-document\"><title id=\"icon-6a680081ecd81\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;margin:0 0 0 var(--wp--preset--spacing--200)\">Article<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-width has-max-width\" style=\"--width-mobile:100%;--width-desktop:590px;--max-width-mobile:100%;--max-width-desktop:590px\">\n<h2 style=\"font-style:normal;font-weight:900; margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-5-font-size has-primary-font-family\" id=\"all-new-altruist-%e2%80%93-june%c2%a0-product-updates\"><a href=\"https:\/\/altruist.com\/news\/all-new-altruist-june-product-updates-2026\/\" target=\"_self\">All New @ Altruist &ndash; June&nbsp; Product Updates<\/a><\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt has-paragraph-2-font-size\"><p class=\"wp-block-post-excerpt__excerpt\">Alternative investments Alternative assets are now on Altruist, with funds from Blackstone, KKR, J.P. Morgan Asset Management, and Pantheon. You can subscribe to all Alts marketplace funds digitally, and view every position alongside your traditional assets.&nbsp; Invest, report, and manage alternative assets all in one place&ndash;with no custody fees on partner funds at launch. Trade&hellip;<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-07-02T15:00:00-04:00\">July 2, 2026<\/time><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow has-width\" style=\"flex-basis:40%;--width:100%\">\n<figure class=\"wp-block-post-featured-image has-aspect-ratio-3\/2 has-object-fit-cover has-object-position-center\" style=\"border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/all-new-altruist-june-product-updates-2026\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1200\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog.webp\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"All New @ Altruist &ndash; June&nbsp; Product Updates\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog.webp 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog-300x144.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog-1024x492.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog-768x369.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog-1536x737.webp 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Artwork-road-blog-2048x983.webp 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-6048 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-newsletter\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group post-label has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-b438007f5acb95be7bf3d21b3d5aae17 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a5a59a83 wp-block-group-is-layout-constrained has-top has-right has-bottom has-left has-z-index\" style=\"border-radius:6px;margin-bottom:var(--wp--preset--spacing--1200);--z-index:1;padding:var(--wp--preset--spacing--100)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-545c21a2 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:var(--wp--preset--spacing--200)\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680081ecd81\" data-icon=\"brand-icons-document\"><title id=\"icon-6a680081ecd81\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;margin:0 0 0 var(--wp--preset--spacing--200)\">Article<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-width has-max-width\" style=\"--width-mobile:100%;--width-desktop:590px;--max-width-mobile:100%;--max-width-desktop:590px\">\n<h2 style=\"font-style:normal;font-weight:900; margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-5-font-size has-primary-font-family\" id=\"all-new-altruist-%e2%80%93-may%c2%a0-product-updates\"><a href=\"https:\/\/altruist.com\/news\/all-new-altruist-may-product-updates\/\" target=\"_self\">All New  Altruist &ndash; May&nbsp; Product Updates<\/a><\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt has-paragraph-2-font-size\"><p class=\"wp-block-post-excerpt__excerpt\">UpdatedDRIP settings Tailor reinvestment preferences for accounts and exchange listed securities on your own at any time. In platform you can now: Tailor reinvestment preferences for accounts and exchange listed securities on your own at any time. In platform you can now: Note: mutual funds are not supported yet. Trade blotter reporting Access downloadable trade&hellip;<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-06-09T14:45:55-04:00\">June 9, 2026<\/time><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow has-width\" style=\"flex-basis:40%;--width:100%\">\n<figure class=\"wp-block-post-featured-image has-aspect-ratio-3\/2 has-object-fit-cover has-object-position-center\" style=\"border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/all-new-altruist-may-product-updates\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1347\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/SBLOC-scaled.jpg\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"All New  Altruist &ndash; May&nbsp; Product Updates\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/SBLOC-scaled.jpg 2560w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/SBLOC-300x158.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/SBLOC-1024x539.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/SBLOC-768x404.jpg 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/SBLOC-1536x808.jpg 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/05\/SBLOC-2048x1078.jpg 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\"><\/a><\/figure>\n<\/div>\n<\/div>\n\n<\/li>\n<\/ul>\n\n\n\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin:var(--wp--preset--spacing--1600) 0\">\n<div data-qllm-query-region=\"7\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\">\n<li class=\"wp-block-post post-5761 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-newsletter\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-04-29T19:58:49-04:00\">April 29, 2026<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"all-new-altruist-%e2%80%93-april%c2%a0-product-updates\"><a href=\"https:\/\/altruist.com\/news\/all-new-altruist-april-product-updates\/\" target=\"_self\">All New @ Altruist &ndash; April&nbsp; Product Updates<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Portfolio rebalancing built to scale The Altruist rebalancer just got more intentional. With our recent update, you&rsquo;ll experience: And with the rebalancer&rsquo;s Review &amp; Release feature, you&rsquo;ll have the option to see every trade proposal and have the final say on what executes. Deposit checks faster You can now deposit checks directly from the Altruist&hellip;<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/all-new-altruist-april-product-updates\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1200\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/April-2026-Newsletter_Blog_Hero.webp\" class=\"attachment-full size-full wp-post-image\" alt=\"All New @ Altruist &ndash; April&nbsp; Product Updates\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/April-2026-Newsletter_Blog_Hero.webp 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/April-2026-Newsletter_Blog_Hero-300x144.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/April-2026-Newsletter_Blog_Hero-1024x492.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/April-2026-Newsletter_Blog_Hero-768x369.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/April-2026-Newsletter_Blog_Hero-1536x737.webp 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/April-2026-Newsletter_Blog_Hero-2048x983.webp 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-5618 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-newsletter\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-03-31T16:52:11-04:00\">March 31, 2026<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"all-new-altruist-%e2%80%93-march%c2%a0-product-updates\"><a href=\"https:\/\/altruist.com\/news\/all-new-altruist-march-product-updates\/\" target=\"_self\">All New @ Altruist &ndash; March&nbsp; product updates<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Altruist Personalized Indexing Advisors can now personalize portfolios at scale with Altruist Personalized Indexing. This feature makes it possible to tailor portfolios to client preferences, like applying values-based exclusions, while maintaining diversified exposure and operational simplicity. More ways to transfer money Funding and payments on Altruist are now faster and more flexible. New banking enhancements&hellip;<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/all-new-altruist-march-product-updates\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1200\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/red-flowers.webp\" class=\"attachment-full size-full wp-post-image\" alt=\"All New @ Altruist &ndash; March&nbsp; product updates\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/red-flowers.webp 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/red-flowers-300x144.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/red-flowers-1024x492.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/red-flowers-768x369.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/red-flowers-1536x737.webp 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/red-flowers-2048x983.webp 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-5305 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-newsletter\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-01-28T17:27:47-05:00\">January 28, 2026<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"all-new-altruist-%e2%80%93-january-product-updates\"><a href=\"https:\/\/altruist.com\/news\/all-new-altruist-january-2026-product-updates\/\" target=\"_self\">All New @ Altruist &ndash; January Product Updates<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">This month, we are introducing updates that give advisors more flexibility, reduce manual work, and help firms deliver a more consistent client experience. Explore these new features designed to simplify operations and support firms as they scale on Altruist.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/all-new-altruist-january-2026-product-updates\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1900\" height=\"912\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/01\/Artwork-news-post.webp\" class=\"attachment-full size-full wp-post-image\" alt=\"All New @ Altruist &ndash; January Product Updates\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/01\/Artwork-news-post.webp 1900w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/01\/Artwork-news-post-300x144.webp 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/01\/Artwork-news-post-1024x492.webp 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/01\/Artwork-news-post-768x369.webp 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/01\/Artwork-news-post-1536x737.webp 1536w\" sizes=\"auto, (max-width: 1900px) 100vw, 1900px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-4900 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-newsletter\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-11-24T21:28:37-05:00\">November 24, 2025<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"all-new-altruist-%e2%80%93%e2%80%a8november-product-updates\"><a href=\"https:\/\/altruist.com\/news\/all-new-altruist-november-product-updates\/\" target=\"_self\">All new @ Altruist &ndash;&#8232;November product updates<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">This month, we&rsquo;re focused on simplifying your day, giving you clearer insights, and adding more ways to get things done on the Altruist platform. Explore new investment options, improved support, and powerful integrations &mdash; all coming to Altruist this November.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/all-new-altruist-november-product-updates\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1200\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Artwork-2.png\" class=\"attachment-full size-full wp-post-image\" alt=\"All new @ Altruist &ndash;&#8232;November product updates\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Artwork-2.png 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Artwork-2-300x144.png 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Artwork-2-1024x492.png 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Artwork-2-768x369.png 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Artwork-2-1536x737.png 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/11\/Artwork-2-2048x983.png 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-4731 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-newsletter\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-10-31T15:55:03-04:00\">October 31, 2025<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"all-new-altruist-%e2%80%93%e2%80%a8october-product-updates\"><a href=\"https:\/\/altruist.com\/news\/all-new-altruist-october-product-updates\/\" target=\"_self\">All new @ Altruist &ndash;&#8232;October product updates<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">This month&rsquo;s updates make it easier to get more done. Highlights include SBLOC integration for client liquidity, Rebalancer upgrades, a new Trader Role, expanded Tamarac FIX routing, and streamlined trade uploads with full CSV history.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/all-new-altruist-october-product-updates\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1200\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/Artwork.png\" class=\"attachment-full size-full wp-post-image\" alt=\"All new @ Altruist &ndash;&#8232;October product updates\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/Artwork.png 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/Artwork-300x144.png 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/Artwork-1024x492.png 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/Artwork-768x369.png 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/Artwork-1536x737.png 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/10\/Artwork-2048x983.png 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<\/ul>\n\n\n\t\t\t<div class=\"is-layout-flex wp-block-buttons wp-block-query-pagination-is-layout-flex\">\n\t\t\t\t<div class=\"wp-block-button aligncenter\">\n\t\t\t\t\t<a class=\"wp-block-button__link wp-element-button wp-load-more__button\" href=\"?query-6-page=2\" data-query-next-page=\"2\" data-query-key=\"6\" data-query-max-page=\"8\" data-query-url=\"query-6-page\" data-update-url=\"\"><span class=\"qllm-loading\">Loading&#8230;<\/span><span class=\"qllm-load-more\">Load More<\/span><\/a>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\n\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n<\/section>\n\n\n<section class=\"wp-block-group alignfull is-full-width-group has-black-background-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-a9cf8671 wp-block-group-is-layout-constrained\" style=\"padding:var(--wp--preset--spacing--2400) var(--wp--preset--spacing--1600)\"><div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--background);border-top-width:8px;padding-top:var(--wp--preset--spacing--600)\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-88e7fbb6 wp-block-columns-is-layout-flex is-stacked-on-mobile\" data-columns=\"2\" style=\"--columns:2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading has-background-color has-text-color has-link-color has-headline-2-font-size wp-elements-7d64630e014c9d3ca2cf1e7f50c12f09\" id=\"interested-in-altruist\">Interested in Altruist?<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph has-background-color has-text-color has-link-color has-paragraph-1-font-size wp-elements-6944944300c33d13b5980dfdac05a3e3\" style=\"margin-bottom:var(--wp--preset--spacing--800)\">Use our platform to streamline RIA operations, cut overhead costs, exceed client expectations, and deepen relationships.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-default\" style=\"padding-top:var(--wp--preset--spacing--400);padding-right:var(--wp--preset--spacing--1200);padding-bottom:var(--wp--preset--spacing--400);padding-left:var(--wp--preset--spacing--1200)\"><a class=\"wp-block-button__link has-cta-default-font-size has-custom-font-size wp-element-button\" href=\"https:\/\/altruist.com\/talk-to-us\/\" style=\"padding-top:var(--wp--preset--spacing--400);padding-right:var(--wp--preset--spacing--1200);padding-bottom:var(--wp--preset--spacing--400);padding-left:var(--wp--preset--spacing--1200);padding:var(--wp--preset--spacing--400) var(--wp--preset--spacing--1200)\">See if you&#8217;re a fit<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp;The latest news from inside Altruist Interested in Altruist? Use our platform to streamline RIA operations, cut overhead costs, exceed client expectations, and deepen relationships.<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"wp-custom-template-content-library","meta":{"content-type":"","_custom_page_spacing":"","_custom_nav_style":"","_hide_navigation":false,"_hide_footer":false,"footnotes":""},"class_list":["post-4589","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Company news - Altruist<\/title>\n<meta name=\"description\" content=\"Stay informed on Altruist\u2019s latest company news, product launches, and partnerships transforming how financial advisors serve their clients.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/altruist.com\/company-news\/\" \/>\n<link rel=\"next\" href=\"https:\/\/altruist.com\/company-news\/4589?query-6-page=2\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Company news - 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