Story Technology Vanguard

Vanguard to acquire Altruist

What to know

  • Vanguard and Altruist, an AI-forward wealth technology and custody platform serving financial advisors, announced today that they have entered into a definitive agreement under which Vanguard will acquire Altruist.S1
  • Vanguard CEO Salim Ramji and Altruist CEO Jason Wenk explain why they decided to combine assets. Speaking with Dani Burger on "Bloomberg Open Interest," Ramji and Wenk say they're focused on making financial advisors more accessible. (Source: Bloomberg)S2
Timeline · newest first
2mos Finextra

Vanguard to acquire Altruist

Vanguard and Altruist, an AI-forward wealth technology and custody platform serving financial advisors, announced today that they have entered into a definitive agreement under whi…

2mos Bloomberg

Why Vanguard Is Buying Wealth Platform Altruist

Vanguard CEO Salim Ramji and Altruist CEO Jason Wenk explain why they decided to combine assets. Speaking with Dani Burger on "Bloomberg Open Interest," Ramji and Wenk say they're…

Vanguard to acquire Altruist

2 outlets 2 reports

What to know

  • Vanguard and Altruist, an AI-forward wealth technology and custody platform serving financial advisors, announced today that they have entered into a definitive agreement under which Vanguard will acquire Altruist.S1
  • Vanguard CEO Salim Ramji and Altruist CEO Jason Wenk explain why they decided to combine assets. Speaking with Dani Burger on "Bloomberg Open Interest," Ramji and Wenk say they're focused on making financial advisors more accessible. (Source: Bloomberg)S2
Timeline · newest first

Sources · 2 citations

S1 Finextra 1 report · EN
S2 BloombergLead 1 report · EN