Happy with your current custodian?
Unless you enjoy platform fees, expensive add-on tech, and cash drag—probably not. We offer you something different. Custody inspired by, designed with, and built exclusively for RIAs like you.
Title
Altruist
Schwab
Fidelity
Title
Altruist
Schwab
Fidelity
Built exclusively for RIAs
No competing retail business
Fractional share trading of ETFs and individual securities in all managed accounts
Digital account opening and transfers in minutes, not days
Advisor chats answered on average in under 60 seconds
No minimum fee or AUM requirements
Native performance reporting and fee billing software
Live phone support
Member SIPC coverage
Regulated by FINRA and the SEC
Completes Annual SOC 2 Type 2 Exam
Altruist High-Yield Cash Account
Boost your client’s cash.
Offer clients more interest on their cash
(without relying on a third party solution).
Average savings account
Altruist’s High-Yield Cash
(10x the national average1)
1. The national average interest rate for savings accounts as posted on FDIC.gov, as of June 16, 2025.
Neither Altruist Financial LLC nor any of its affiliates are banks.
Benefits for
fast-growing RIAs.
Get responsive, live support.
Firms of any size and scale can expect reliable, live support from our knowledgeable customer support teams.
Why advisors are choosing us.
See how we’ve helped others like you strengthen client relationships and grow their businesses.