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California based provider of custodian software for RIAs raised $152m in Series F funding led by GIC.
"Venture investments in wealth management a decade ago focused on tech that cut out humans. Today, most are betting that those with deep and complex issues will still go to a person."
https://www.axios.com/pro/fintech-deals/2025/04/22/altruist-hits-near-2b-valuation
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