custodian

Altruist

CULVER CITY, CA

CRD: 299398

In PWD coverage since October 1, 2026 · 16+ stories

Regulatory AUMSEC Form ADV · Oct 3

348EmployeesForm ADV

15Deals on our tracker

Regulatory AUM · Aug 16 – Oct 3

Deal recordFull tracker →

Oct 5, 26Fund launchEndaoment — coverage

Oct 5, 26Deal talkVanguard Group — coverage

Oct 5, 26Fund launchEndaoment — coverage

Sep 24, 26Fund launchMonark Capital Management — coverage

Sep 23, 26Fund launch — coverage

Sep 20, 26Deal closedVanguard Group — coverage

Sep 2, 26Fund launch · $3.6K — coverage

Sep 1, 26Deal announcedVanguard Group — coverage

Sep 1, 26Deal announcedVanguard Group · $4.6B — coverage

Sep 1, 26Deal announcedVanguard Group — coverage

Aug 31, 26Fund launch — coverage

PWD coverage

practice

RQD gets a boost as Fidelity sets $100 million custodian minimum

The New York clearing firm counts roughly 50 U.S. advisory clients, and its chief revenue officer describes its RIA work as still in its early infancy.

practice · Oct 6Altruist prices Hazel planning agent at $3,600 per advisor annually

practice · Oct 6Altruist adds donor-advised funds to custody at 50 basis points

practice · Oct 6Schwab Advisor Services becomes first RIA custodian to use Anthropic's Claude

The Close · Oct 6Fidelity's $100 million custody minimum draws Betterment, Axos and Schwab

RIA · Oct 6Betterment, Axos and Schwab court Fidelity clients hit by $100 million minimum

move · Oct 6Fidelity tells sub-$100M custody clients to move as Schwab stops short of a promise

RIA · Oct 6Altruist adds donor-advised funds to its platform at 50 basis points

move · Oct 5Schwab offers an informal welcome to Fidelity's sub-$100 million custody clients

RIA · Oct 5Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline

practice · Oct 5Anthropic announces Claude for Financial Advisors; provider list remains unnamed

RIA · Oct 5Morningstar survey: 40% of advisors offer private markets as optimism falls

Filings · Oct 3SEC accuses Meyer Global of five schemes targeting SpaceX and OpenAI investors

move · Oct 2Fidelity gives custody clients under $100 million until June 2027 to move

RIA · Oct 1Fidelity gives custody clients below $100 million until June 2027 to grow

move · Oct 1Fidelity gives sub-$100M RIAs until June 2027 to find a custodian

Altruist

RQD gets a boost as Fidelity sets $100 million custodian minimum

The Family Office Daily Briefing