Altruist
Altruist operates a digital investment platform that supports financial advisors in delivering more affordable and accessible independent financial advice. The platform helps advisors serve clients more efficiently by automating research, identifying issues, and streamlining operations, enabling better-informed money decisions. By reducing costs and improving efficiency, Altruist aims to expand access to high-quality financial planning for millions of people while supporting thousands of financial professionals.
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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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