Altruist founder and CEO Jason Wenk, vowing to take on the incumbent custodians, landed an eye-popping $50 million in a Series B round of funding and added Vanguard as an investor. But the sales pitch has shifted, observers say.
Following the launch of custom portfolios, Betterment for Advisors is introducing an intelligent to-do list specifically for advisors.
The custodian has sought to streamline the often 'archaic and onerous' process of onboarding advisors and clients.
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May 19, 2021
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Led by Softbank, Zoe has raised cash to improve its user experience and make new hires in a competitive niche.