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Vanguard agrees to acquire advisor-custody platform Altruist
Image: Primary Vanguard has agreed to acquire Altruist, a wealth-technology and custody platform serving independent financial advisers. The companies said Altruist will remain a standalone business with its leadership, brand and operating model after closing, which is expected later in 2026 subject to customary conditions and regulatory approvals. Altruist combines self-clearing brokerage custody with account opening, trading, portfolio management, billing and reporting software, and says it serves more than 6,000 advisers. Financial terms were not disclosed.
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