AIThe Next Webabout 1 hour ago
Vanguard acquires Altruist, AI custody platform
1 min read
Vanguard agreed to acquire Altruist, an AI-driven custody and software platform for independent financial advisers it first backed in 2020, on undisclosed terms. Altruist runs its own self-clearing brokerage and its AI, Hazel, reads live custodial data to answer questions and draft client plans.
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