Enterprise RIAs
Modern custody for billion-dollar RIAs who want greater scale.
Whether you’re a large, high-growth firm looking for a modern transformation, or you’re a thriving, fintech-focused RIA with a unique edge—we’re here to offer versatile, data-driven custody to meet your enterprise-level needs. Keep scaling. We’ll keep modernizing with you.
Higher-quality collaboration with your tech stack.
Already using Orion, Salesforce, Black Diamond, eMoney, or Tamarac? We connect with your existing tools so data flows seamlessly. We’ve designed 22+ integrations to help advisors serve clients easier than ever before. Bypass time-consuming manual file transfers, data delays, and switching back and forth between platforms.
Flexible APIs
so you can automate
and innovate freely.
You built your RIA platform with custom technology, and now you need a compatible custodian you can plug your systems into. Use our best-in-class APIs to get full access to the raw data you need, automate account opening, trading, money movement, and more. Enjoy the transparency of open, developer-friendly custody.
Tailored permissions
for optimal team flow.
We’ve kept some of the classic custodial features that were done right. Manage your teams easily, and make sure everyone can access what they need, when they need it, with a highly intuitive UI. Assign custom user roles, segment account access, and use our compliance-ready controls.
Advanced cybersecurity to support your firm and protect your clients.
As a digital-first custodian, cybersecurity has always been in our DNA. We maintain, and continually improve upon our comprehensive privacy and information security safeguards. We are Soc 2 Type II certified, and use leading measures such as Advanced Encryption Standard 256, password hashing, 24-7 network security monitoring, intrusion-prevention, and multi-factor user authentication.
Cut your costs. Base your RIA in better custody.
We’ll support your firm with best execution, lower tech stack costs, lower operational costs, lower client fees, easier transfers, reduced cash drag, higher cash yields, paperwork-free flows, faster account opening, and more.
Content Library
Our library is built for Enterprise.
What makes Altruist different from Schwab and Fidelity?
See how Altruist stacks up to legacy custodians.
How Altruist protects client information
See how Altruist takes extensive precautions to secure client information with data, infrastructure, and employee-focused safeguards.
Simply better pricing: a note about Altruist’s fee schedule
An update from Jason Wenk about Altruist’s revised fee schedule.
This firm reduced onboarding time by 91%
This firm went from Altruist and Schwab to “all-in” on Altruist. Here’s why.