Civic Financial Selects Altruist as Exclusive Custodian and Wealth Management Platform
AI Briefing
- • Civic Financial selects Altruist as exclusive custodian and wealth management platform provider.
- • Boston-based firm transitions entire tech stack to Altruist for custodial and wealth management services.
- • Civic Financial aims to leverage Altruist's technology to enhance client financial confidence.
Source Summary
LOS ANGELES--(BUSINESS WIRE)--Altruist, the tech-forward custodian and wealth platform for financial advisors, today announced that Boston-based Civic Financial will transition its entire custodial and wealth management technology stack to the firm. Civic Financial is a 100% partner-owned, multigenerational financial planning and wealth advisory firm with a mission to inspire financial confidence. Civic had amassed approximately $1 billion in client assets before breaking away, sustaining excep
Advertisement