Altruist
Altruist is a company focused on enhancing the accessibility and affordability of independent financial advice. It offers a digital investment platform that streamlines operations for financial advisors, automating research and helping identify client needs. By improving efficiency, Altruist empowers advisors to reduce their fees, allowing clients to pay less while increasing their financial confidence. The company supports thousands of financial professionals, ultimately benefiting tens of millions of individuals seeking a better experience with their finances.
1 past transactions
Shareholders Service Group
Acquisition in 2023
Shareholders Service Group is a provider of custodial and brokerage services specifically designed for independent registered investment advisors. The company focuses on delivering high-quality support, enabling advisors to manage client accounts efficiently through mobile devices and applications. Its services include account management, trading capabilities, and comprehensive reporting features, such as gain and loss statements and performance reports. Additionally, Shareholders Service Group offers online account access for clients, allowing them to easily view their account profiles, balances, holdings, and transaction history. The firm is dedicated to meeting the unique needs of independent advisors, ensuring they have the necessary tools to serve their clients effectively.
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