{"id":5854,"date":"2026-06-02T00:01:00","date_gmt":"2026-06-02T04:01:00","guid":{"rendered":"https:\/\/altruist.com\/?p=5854"},"modified":"2026-06-16T13:06:55","modified_gmt":"2026-06-16T17:06:55","slug":"altruist-adds-alternative-assets-margin-options-and-faster-money-movement-to-platform","status":"publish","type":"post","link":"https:\/\/altruist.com\/news\/altruist-adds-alternative-assets-margin-options-and-faster-money-movement-to-platform\/","title":{"rendered":"Altruist adds alternative assets, margin, options, and faster money movement to platform"},"content":{"rendered":"<p class=\"wp-block-paragraph has-cta-default-font-size\" style=\"\"><em><em>Advisors can now offer private market access and sophisticated investment strategies to more clients &ndash; all within a single, fully digital experience.<\/em><\/em><\/p>\n\n\n<p class=\"wp-block-paragraph \" style=\"\">LOS ANGELES, CA &mdash; June 2, 2026 &mdash; 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 to strategies once reserved for the largest investors.<\/p>\n\n\n<p class=\"wp-block-paragraph \" style=\"\">Altruist&rsquo;s <a href=\"https:\/\/altruist.com\/alternatives\/?utm_source=x&amp;utm_medium=press_release&amp;utm_campaign=altruistprosp_alts_q2_2026\">alternatives marketplace<\/a> at launch includes strategies across private equity, real estate, and infrastructure from Blackstone, J.P. Morgan Asset Management, KKR, and Pantheon. Unlike with legacy alternative asset platforms, which often require manual paperwork and coordinating different portals, advisors on Altruist can prepare and send clients documents for review and signature, and manage reporting and billing&mdash;all without leaving the platform. This will enable advisors to win clients and grow their practice.<br><\/p>\n\n\n<p class=\"wp-block-paragraph \" style=\"\">&ldquo;Advisors are competing for clients who want access to private markets, more personalized strategies, and flexible ways to manage liquidity,&rdquo; said Jason Wenk, founder and CEO of Altruist. &ldquo;Until now, delivering that access often meant working across multiple systems and inefficient workflows. We&rsquo;ve built these capabilities directly into the Altruist platform so advisors can run their best practice in one streamlined experience.&rdquo;<br><br>Advisors have already noted the operational shift with the new Altruist features. &ldquo;Alts are now simple because of Altruist. What used to take hours takes minutes. And it finally makes sense to bring alts to more of our clients,&rdquo; said Aaron Cirksena, founder and CEO of MDRN Capital.*<\/p>\n\n\n<p class=\"wp-block-paragraph \" style=\"\">Alternative strategy data on Altruist flows directly into client portfolios, and clients can see them right alongside their traditional assets and investments. Furthermore, Altruist charges no custody fees for partner funds at launch.<\/p>\n\n\n<p class=\"wp-block-paragraph \" style=\"\">The platform will also introduce margin loans for liquidity, options for income generation, and expanded money movement capabilities, including direct deposit, physical checkbooks, and third party digital check distributions.<\/p>\n\n\n<div style=\"height:8px;--width:100%\" aria-hidden=\"true\" class=\"wp-block-spacer has-black-background-color has-background has-width\"><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"about-altruist\">About Altruist<\/h2>\n\n\n<p class=\"wp-block-paragraph \" style=\"\">Altruist is the tech-forward wealth platform for advisors, offering a fully integrated digital experience that makes managing investments and serving clients simpler and more affordable. Altruist combines a self-clearing brokerage firm with intuitive software for account opening, trading, portfolio management, billing, and reporting. With Altruist, financial advisors can create custom portfolios, trade fractional shares, automate rebalancing, and provide clients with a sleek web and mobile app experience. Learn more at <a href=\"\/\">altruist.com<\/a>.<\/p>\n\n\n<p class=\"wp-block-paragraph has-grey-material-color has-text-color has-link-color wp-elements-0a5f74fc51a4ceba253a75d4c9b7cb30\" style=\"font-size:12px\"><em>*This testimonial was given by a current client. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software. This testimonial may not represent the experience of others and is not a guarantee of results. For more details, visit altruist.com\/RIA-testimonial.<\/em><\/p>\n\n\n<p class=\"wp-block-paragraph has-cta-default-font-size\" style=\"margin:var(--wp--preset--spacing--300) 0\"><strong>Media Contact<\/strong><\/p>\n\n\n<p class=\"wp-block-paragraph has-cta-default-font-size\" style=\"margin:var(--wp--preset--spacing--300) 0\">Elizabeth Lee<\/p>\n\n\n<p class=\"wp-block-paragraph has-cta-default-font-size\" style=\"margin:var(--wp--preset--spacing--300) 0\"><a href=\"mailto:press@altruist.com\">press@altruist.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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>\n","protected":false},"author":3,"featured_media":2561,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"press","format":"standard","meta":{"content-type":"","_custom_page_spacing":"","_custom_nav_style":"","_hide_navigation":false,"_hide_footer":false,"_article_types":"article","footnotes":""},"categories":[79],"tags":[84],"class_list":["post-5854","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-press-room"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Altruist adds alternative assets, margin, options, and faster money movement to platform - Altruist<\/title>\n<meta name=\"description\" content=\"Altruist is expanding its platform to offer alternative assets, along with margin, options, and faster money movement.\" \/>\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\/news\/altruist-adds-alternative-assets-margin-options-and-faster-money-movement-to-platform\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Altruist adds alternative assets, margin, options, and faster money movement to platform - Altruist\" \/>\n<meta property=\"og:description\" content=\"Altruist is expanding its platform to offer alternative assets, along with margin, options, and faster money movement.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/altruist.com\/news\/altruist-adds-alternative-assets-margin-options-and-faster-money-movement-to-platform\/\" \/>\n<meta property=\"og:site_name\" content=\"Altruist\" \/>\n<meta property=\"article:published_time\" content=\"2026-06-02T04:01:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-06-16T17:06:55+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-158.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1250\" \/>\n\t<meta property=\"og:image:height\" content=\"702\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Pablo Rosa\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@altruist\" \/>\n<meta name=\"twitter:site\" content=\"@altruist\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Pablo Rosa\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/altruist.com\\\/news\\\/altruist-adds-alternative-assets-margin-options-and-faster-money-movement-to-platform\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/altruist.com\\\/news\\\/altruist-adds-alternative-assets-margin-options-and-faster-money-movement-to-platform\\\/\"},\"author\":{\"name\":\"Pablo Rosa\",\"@id\":\"https:\\\/\\\/altruist.com\\\/#\\\/schema\\\/person\\\/15e5d1a041fcfab4ffce118e89145803\"},\"headline\":\"Altruist adds alternative assets, margin, options, and faster money movement to platform\",\"datePublished\":\"2026-06-02T04:01:00+00:00\",\"dateModified\":\"2026-06-16T17:06:55+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/altruist.com\\\/news\\\/altruist-adds-alternative-assets-margin-options-and-faster-money-movement-to-platform\\\/\"},\"wordCount\":460,\"publisher\":{\"@id\":\"https:\\\/\\\/altruist.com\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/altruist.com\\\/news\\\/altruist-adds-alternative-assets-margin-options-and-faster-money-movement-to-platform\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cdn.prod.altruistnet.tech\\\/wp-content\\\/uploads\\\/2025\\\/05\\\/Blog-Cover-158.jpg\",\"keywords\":[\"Press room\"],\"articleSection\":[\"Company news\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/altruist.com\\\/news\\\/altruist-adds-alternative-assets-margin-options-and-faster-money-movement-to-platform\\\/\",\"url\":\"https:\\\/\\\/altruist.com\\\/news\\\/altruist-adds-alternative-assets-margin-options-and-faster-money-movement-to-platform\\\/\",\"name\":\"Altruist adds alternative assets, margin, options, and faster money movement to platform - 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