Company overview

Altruist is the AI-forward custodian and wealth platform built for independent advisors, combining self-clearing custody with software for digital account opening, trading, portfolio management, billing, and reporting in one integrated experience. With Hazel, its AI engine for wealth managers, Altruist helps firms operate more efficiently, lower costs, and deliver exceptional client experiences.

Altruist at a glance

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6000+ advisors

on the Altruist platform

#1 Custodian

T3/Inside Information
Advisor Survey

Best Innovation in Clearing and Custody

Datos Impact Awards

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