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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

self-clearing

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Company
Altruist found the expensive part of advice: getting it done
Fintech · Saas · Enterprise

Altruist found the expensive part of advice: getting it done

Independent advisors do not lack things to say. They lack hours to act. Altruist built a custodian around that problem - and now Vanguard has agreed to buy it.

ria-custody · wealth-managementRead →
Company
RQD* Clearing
Fintech · Saas · Enterprise

RQD* Clearing

RQD* Clearing is a New York-based correspondent clearing firm that provides clearing, custody, and execution services for broker-dealers on a cloud-native, real-time platform. Spun out of options market maker Volant, it self-clears U.S. equities, options, and ETFs, positioning itself as a modern alternative to legacy clearing providers with direct API integration, 24x5 availability, and infrastructure built on Microsoft Azure.

clearing · custodyRead →