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Monday, October 5, 2026The Morning Brief →Sign in
custodian

Altruist

CULVER CITY, CA
CRD: 299398
In PWD coverage since September 22, 2026 · 16+ stories
Regulatory AUMSEC Form ADV · Oct 3
348EmployeesForm ADV
15Deals on our tracker
Regulatory AUM · Aug 16 – Oct 3
Deal recordFull tracker →
Sep 24, 26Fund launchMonark Capital Management — coverage
Sep 23, 26Fund launch — coverage
Sep 20, 26Deal closedVanguard Group — coverage
Sep 20, 26Deal closedVanguard Group — coverage
Sep 20, 26Deal closedVanguard Group — coverage
Sep 1, 26Deal announcedVanguard Group — coverage
Sep 1, 26Deal announcedVanguard Group — coverage
Sep 1, 26Deal announcedVanguard Group — coverage
Sep 1, 26Deal announcedVanguard Group · $4.6B — coverage
Aug 31, 26Fund launch — coverage
Aug 31, 26Fund launch — coverage
Aug 31, 26Fund launch — coverage
Aug 25, 26Deal announcedVanguard Group — coverage
Aug 25, 26Deal announcedVanguard Group — coverage
Aug 25, 26Deal announcedVanguard Group — coverage
PWD coverage
practice

Anthropic announces Claude for Financial Advisors; provider list remains unnamed

Kitces's #AdvisorTech column reports the plugin connects to existing advisor tools to run tasks like pre-meeting summaries, without naming which providers are on the list.
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
RIA · Oct 1Fidelity raises RIA custody minimum to $100 million, setting a mid-2027 deadline
Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave
RIA · Sep 25Jump rents the same AI to rivals; Altruist owns the record
RIA · Sep 24Altruist puts pre-IPO access where the record lives
RIA · Sep 23The AI sell-off reprices the cash spread, not the fee
practice · Sep 23Savvy's new platform has 150 users, no outside clients and no price
practice · Sep 23Savvy's custody pitch is software over Fidelity's rails
RIA · Sep 23Savvy rents Fidelity's balance sheet to sell onboarding software
M&A · Sep 22Vanguard buys the last pillar of custody revenue
move · Sep 22Altruist's AI head start makes custody choice a technology bet
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