Grow

A journal dedicated to helping you grow your business and help your clients better.

Join Altruist

Lower costs and increase productivity with the only fully-integrated, digital platform for financial advisors.

A technology platform that helps your financial advisor give you a delightful experience with your money.

Are you an advisor?

The way money should feel.

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When your financial advisor does their best work, your money could grow 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

This is why Altruist is only available through Registered Investment Advisors.

A licensed professional can help you
with things like staying disciplined,
spending strategy, managing taxes,
and sticking to a plan.

But not all advice
is good.

Bad advice

Many advisors are employees of companies and are limited by their products and methods.

Altruist

Altruist is only available to independent advisors who work exclusively for their clients so there’s no conflict of interest.

Bad advice

The tools available are expensive and outdated, which forces even the good advisors to pass those costs on to you.

Altruist

Advisors gain access to cutting-edge software at industry-low (or no) cost so your money can grow freely.

Bad advice

Lots of advisors mean well, but are overwhelmed and don’t have enough time to take care of clients.

Altruist

Our software makes advisors more efficient by automating research, identifying problem areas, and streamlining operations.

Altruist makes it easy for financial advisors
who care about their clients to deliver a
great experience.

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Your super(human)
financial advisor.

We've brought together all the essential
advisor tools into one easy-to-use
platform. This frees up time and enables
your advisor to focus on serving you
even better.

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 price.

An all-access pass to your financial future.

Sign up

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

What financial advice should be.

Find an advisor

Are you an advisor?