Our all-in-one RIA platform can streamline operations, reduce expenses, and surpass client expectations.
Maddox Southard
Gray Bridge Capitol
“Altruist has been a life saver. The user experience is exactly what I wanted for serving my clients. The customer support is phenomenal. The platform saves me so much time as an advisor.”
Matthew F.
Ithaca Wealth Management
“Digital ACATS, digital account opening, simple bank connection, smartphone app make the platform a breeze to use for end clients.”
“My business is currently in a good place with Altruist, managing assets has never taken less of my time, I’ve got nothing but great things to say.”
Ian Bloom, CFP®, RLP®
Open World Financial Life Planning
Truly digital ACATs that are fast...fast account opening, great UI/UX (love the minimalist design), fast and awesome support team, automated investing, fee billing, and performance reporting...the best is yet to come!
Donovan Brooks, CFP®, CKA®
Storyline Financial Planning
Features built with your needs in mind.
With our platform we offer a variety of tools to help you create customized investment strategies for your clients, including commission-free fractional share trading, a model marketplace, and an automated rebalancer.
Invest easily and efficiently
Manage your practice
Replace your custodian
On our platform, we offer a centralized location for all of your important business information, including built in reporting and billing capabilities. It also includes integrations for CRM, risk analysis, and custodial services, providing you with a comprehensive solution for managing your business.
Invest easily and efficiently
Manage your practice
Replace your custodian
Lightning-fast and fully digital account opening process, so you can ensure that your clients are able to open an account quickly and easily and there is no minimum AUM requirement. This means that you have the freedom to serve a wide range of clients, regardless of their asset size.
Invest easily and efficiently
Manage your practice
Replace your custodian
Everyone deserves the opportunity to do the best they can with the money they have. Clients working with Altruist-powered advisors can feel good about their money, knowing their advisors have the tools to help them do their best work.
The problem we are solving.
Save time, reduce costs, and grow with Altruist.
Invest easily and efficiently
On our platform, we offer a centralized location for all of your important business information, including built in reporting and billing capabilities. It also includes integrations for CRM, risk analysis, and custodial services, providing you with a comprehensive solution for managing your business.
Manage your practice
With our platform we offer a variety of tools to help you create customized investment strategies for your clients, including commission-free fractional share trading, a model marketplace, and an automated rebalancer.
Invest easily and efficiently
Lightning-fast and fully digital account opening process, so you can ensure that your clients are able to open an account quickly and easily and there is no minimum AUM requirement. This means that you have the freedom to serve a wide range of clients, regardless of their asset size.
Replace your custodian
These testimonials were given by current clients or investors. Neither Altruist nor its affiliates paid for these testimonials, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets invested in models made available by our registered investment adviser (Altruist LLC). As of the date of these testimonials, the promoting advisors (D. Brooks, M. Fox) received compensation or other benefits from Altruist through the promoting advisor’s participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisor’s part and may have influenced the view(s) expressed by the promoting advisor. For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see the promoting advisor’s advisory program brochures, available at https://adviserinfo.sec.gov/. These testimonials may not represent the experience of others and are not a guarantee of results.
Maddox Southard
Gray Bridge Capitol
“Altruist has been a life saver. The user experience is exactly what I wanted for serving my clients. The customer support is phenomenal. The platform saves me so much time as an advisor.”
Matthew F.
Ithaca Wealth Management
“Digital ACATS, digital account opening, simple bank connection, smartphone app make the platform a breeze to use for end clients.”
“My business is currently in a good place with Altruist, managing assets has never taken less of my time, I’ve got nothing but great things to say.”
Ian Bloom, CFP®, RLP®
Open World Financial Life Planning
Truly digital ACATs that are fast...fast account opening, great UI/UX (love the minimalist design), fast and awesome support team, automated investing, fee billing, and performance reporting...the best is yet to come!
Donovan Brooks, CFP®, CKA®
Storyline Financial Planning
With our platform we offer a variety of tools to help you create customized investment strategies for your clients, including commission-free fractional share trading, a model marketplace, and an automated rebalancer.
Invest easily and efficiently
On our platform, we offer a centralized location for all of your important business information, including built in reporting and billing capabilities. It also includes integrations for CRM, risk analysis, and custodial services, providing you with a comprehensive solution for managing your business.
Manage your practice
Lightning-fast and fully digital account opening process, so you can ensure that your clients are able to open an account quickly and easily and there is no minimum AUM requirement. This means that you have the freedom to serve a wide range of clients, regardless of their asset size.
Replace your custodian
Everyone deserves the opportunity to do the best they can with the money they have. Clients working with Altruist-powered advisors can feel good about their money, knowing their advisors have the tools to help them do their best work.
The problem we are solving.
Features built with your needs in mind.
Save time, reduce costs, and grow with Altruist.
We're built for RIAs.
As mentioned in
We're built for RIAs.
No more
No more
Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more.
By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance.
Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Clearing and custody of securities provided by Altruist Financial LLC. Check the background of Altruist Financial LLC on FINRA’s BrokerCheck.
Keep in mind, brokerage and other fees may apply on your client’s assets. Please see the Altruist Financial LLC Fee Schedule on altruist.com/legal to learn more.
“Award Winning Custodian” claims refer to the following recognition received by Altruist: Wealth Management Wealthies | Custodian: Technology (Winner – 2023); Named to CB Insights Fintech 100 (2023); Nasdaq Fintech Trailblazer Contest (Finalist – 2023); and Named to GGV Capital’s 2024 Fintech Innovation 50. Please note: award receipt and/or listing in these publications does not guarantee results and is not meant to imply performance of any kind.