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Altruist raises $112 million to challenge Schwab, Fidelity

Altruist has new funding to fuel its rapid growth as a competitor in the independent advisor custody business.

United statesJason wenkMarty bicknellRon carsonJon rosenbaumInvestment adviser associationCarson groupCharles schwabShareholder services groupLos angeles basedInsight partnersAdams streetDeclaration partnersMariner wealthApex fintech

Altruist Raises $112M on the Heels of SSG Acquisition

The series D round brings the custodian’s total funding to more than $290 million.

Ron carsonAlan mooreMarty bicknellMazi bahadoriShareholders service groupXy planning networkCarson groupInsight partnersAdams streetMariner wealth advisorsBrian sternDeclaration partners

AI-Driven Startup Benjamin To Close

Launched in 2019, the firm encountered challenges landing enough customers and additional capital.

Matt reinerBob conchigliaMichael nathansonMarty bicknellColony groupCapital investment advisorsWealth management industry awardBusiness support systemsMariner wealth advisors

RIA Roundup: Wealthspire Advisors to Acquire Heron Wealth in NYC

No fewer than seven M&A deals were announced this week, while three new RIAs launched on industry platforms and three key hires were made in support of growth.

Auburn hillsUnited statesSouth carolinaWalnut creekUnited kingdomNew yorkRiver fallsSan francisco bayStanford universityCentral regionUnited kingdom generalSanta monicaAngela gordonChris jonesTracy millerJohn perillo

RIA Roundup: Savant Acquires $3 3B Capital Directions

Savant announces largest acquisition in its history, Snowden Adds 13th office, DayMark, Focus, Mariner, EP and Exencial all add AUM.

New yorkUnited statesPepper pikeNew hampshireEast sussexUnited kingdomCity ofUniversity of texasWest hartfordJaymie wendtMichael millsRaymond jamesStephanie gordonDennis covingtonChel larkinStephen bartholow

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