The only modern custodian
built exclusively for RIAs.

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. Hicks, A. Newman, A. Chalekian, D. Brooks, S. Rose, M. Fox) received compensation or other benefits from Altruist through the promoting advisors’ participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisors’ part and may have influenced the views expressed by the promoting advisors. 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 advisors’ conflicts of interest when expressing their views about Altruist or Altruist’s affiliates, please see the promoting advisors’ 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. Some account types may not yet be available, processing times may vary.