Digital Wealth: RIA custodian Altruist raises $112MM to battle Schwab and Fidelity
lex.substack.com
By acquiring advisory services firm SSG, Altruist has created a 3,300-plus RIA firm, now ranked third in the number of RIAs served, surpassing Pershing
Digital Wealth: RIA custodian Altruist raises $112MM to battle Schwab and Fidelity
Digital Wealth: RIA custodian Altruist raises…
Digital Wealth: RIA custodian Altruist raises $112MM to battle Schwab and Fidelity
By acquiring advisory services firm SSG, Altruist has created a 3,300-plus RIA firm, now ranked third in the number of RIAs served, surpassing Pershing