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.
Shareholders Service Group
Acquisition in 2023
Shareholders Service Group (SSG) specializes in delivering comprehensive custodial and brokerage services tailored for independent registered investment advisors. The company focuses on enhancing the client experience by providing mobile account management, allowing advisors to trade and monitor accounts through mobile applications. SSG offers a range of features including account profiles, balances, holdings, transaction history, open orders, cost basis calculations, gain and loss reports, and performance reports. Additionally, clients benefit from online access to their accounts and a fixed-income inventory, ensuring a streamlined and efficient service for investment management.
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