Empowering RIAs to drive
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Digital account opening and funding, native billing and reporting, fractional shares, an intuitive interface, and so much more.

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The freedom to grow your business, your way.

Get stellar customer service and software for account opening, trading, reporting, and billing — all in one streamlined solution.

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Why advisors are choosing Altruist

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Over 3,000 advisors trust Altruist to help them grow their business.

See how a vertically-integrated custodian can help you streamline operations, slash overhead, and exceed client expectations.

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“I opened an IRA with a client on the phone with me...in under 5 minutes including Beneficiaries and Trusted Contacts.”

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Curtis Bailey CFP, CFA

Quiet Wealth Management

“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!”

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Donovan Brooks, CFP

Storyline Financial Planning

“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.”

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Maddox Southard

Gray Bridge Capitol

“Fantastic platform. Intuitive, simple, efficient. Support team has been a pleasure to work with.”

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Spencer Rose

Christensen Group

“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.”

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Ian Bloom, CFP®, RLP®

Open World Financial Life Planning

“Digital ACATS, digital account opening, simple bank connection, smartphone app make the platform a breeze to use for end clients.”

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Matthew F.

Ithaca Wealth Management

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.

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*Free trial offer applies to Altruist’s Portfolio Accounting Software (PAS) only. Keep in mind, other brokerage fees, Model Marketplace fees and related expenses may apply on your client's assets. Please see the Altruist Financial LLC and Altruist LLC Fee Schedules and Subscription Pricing on altruist.com/legal to learn more.

1Fractional shares may not be marketable or transferable to another brokerage account.