An all-in-one platform for financial advisors and their clients.

Are you an advisor? — Learn more

The way money should feel.

Altruist is a

A custodian is an institution that holds your financial assets. Altruist partners with Apex Clearing Corporation to provide your advisor with custody services and modern technology to help keep your investments secure.

custodial solution

for modern advisors.

You can rest easy that you’re working with a regulated brokerage, while getting personalized advice from your independent advisor.

Through our affiliated FINRA member broker/dealer, SEC registered investment advisor, and our clearing partner, we ensure client accounts are regulated and secured. All accounts are SIPC insured and our clearing partner has arranged for additional insurance.

  • Keep in mind, this coverage does not include market losses.
  • Member of SIPC. Securities in your account protected up to $500,000.
    For details, please see sipc.org.

Altruist is a

A custodian is an institution that holds your financial assets. Altruist partners with Apex Clearing Corporation to provide your advisor with custody services and modern technology to help keep your investments secure.

custodial solution

for modern advisors.

user altruist in tablet

We designed Altruist to help financial advisors do their best work, which could improve client returns up to 3% more each year. 1

What does 3% look like over time?

$397,076

No advisor

$898,820

With advisor

Year 1
Growth of $100,000
Year 30

Our platform is only available
to Registered Investment
Advisors (RIAs).

RIAs have a fiduciary responsibility to put their clients interests first (you). At Altruist we think that’s important, so we built tools that give RIAs the ability to serve you better and give them back valuable time.

altruist-investor

Altruist makes it easy for your financial advisor to provide you with a great experience with your money.

Goodbye complicated
paperwork.

Altruist is digitally native. This helps
save you and your financial advisor
time and money. And makes it a whole
lot more fun to use.

man tablet

More efficient
investing.

With access to commission-free fractional shares using Altruist, your advisor can invest your money in high-quality assets, no matter the size of your account.

laptop

Financial advisors—want to take a closer look at how Altruist can help you?

Get a demo

An all-access pass to your financial future.

altruist app screenshot
altruist app screenshot 3
altruist phone app

You get the benefit of a personal
advisor paired with the best parts
of smart technology.

What financial advice should be.

Are you an advisor? — Learn more