Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC.

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Clearing and custody of all securities are provided by Apex Clearing Corporation.

Check the background of Altruist Financial LLC on 
FINRA's BrokerCheck

Add $5MM to Altruist and we’ll cover your costs for Wealthbox and RightCapital.

Introducing the Advisor Tech Collection

Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC.

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Clearing and custody of all securities are provided by Apex Clearing Corporation.

Check the background of Altruist Financial LLC on FINRA's BrokerCheck

FAQ

Introducing the Advisor Tech Collection

Add $5MM to Altruist and we’ll cover your costs for Wealthbox and RightCapital.*

Here's how it works:

01.  How long does this promotion last?

This promotion is available until June 30, 2023. To take advantage of it, you must enroll and add $5MM to Altruist before that date.

Once we verify you have added $5MM of AUM to Altruist’s brokerage platform, we’ll send you an email confirming that we will start paying for your WB and/or RC costs in the following month. Altruist will take over your payments (up to the $5,000 annual limit) with no disruption to your service. Please ensure that you are using the same email address across each platform.

02.  How does this work?

03.  How long will you pay for my Wealthbox and RightCapital costs?

Indefinitely once you add and maintain at least $5MM in AUM on Altruist from the date of your enrollment, subject to the terms and conditions of the offer.

04.  Do I have to be a current customer of Wealthbox and/or RightCapital?

No, but you need to create an account with them prior to Altruist covering your costs.

05. Do I need to have an Altruist account to claim this offer?

Yes, you need to have an existing Altruist account to opt-in. If you don’t have one yet, you can sign up here.

This promotion cannot be combined with any other discounts. If you have an existing discount and still want to participate, you must cancel it and notify us at support@altruist.com before June 30, 2023.

06. What if I already get a discount for Wealthbox and RightCapital through another platform?

FAQ

01.  How long does this promotion last?

This promotion is available until June 30, 2023. To take advantage of it, you must enroll and add $5MM to Altruist before that date.

Once we verify you have added $5MM of AUM to Altruist’s brokerage platform, we’ll send you an email confirming that we will start paying for your WB and/or RC costs in the following month. Altruist will take over your payments (up to the $5,000 annual limit) with no disruption to your service. Please ensure that you are using the same email address across each platform.

02.  How does this work?

03.  How long will you pay for my Wealthbox and RightCapital costs?

Indefinitely once you add and maintain at least $5MM in AUM on Altruist from the date of your enrollment, subject to the terms and conditions of the offer.

04.  Do I have to be a current customer of Wealthbox and/or RightCapital?

No, but you need to create an account with them prior to Altruist covering your costs.

05. Do I need to have an Altruist account to claim this offer?

This promotion cannot be combined with any other discounts. If you have an existing discount and still want to participate, you must cancel it and notify us at support@altruist.com before June 30, 2023.

06. What if I already get a discount for Wealthbox and RightCapital through another platform?

© 2023 Altruist Corp

Yes, you need to have an existing Altruist account to opt-in. If you don’t have one yet, you can sign up here.

Claim offer

We’ve partnered with our friends at Wealthbox and RightCapital to lower your software costs so you can pass savings to your clients. This means you can invest more money into growing your RIA instead of using it for additional software to run your practice.

Lower your software costs and focus on growth

Lower your 
software costs and 
focus on growth

Save thousands on software costs by adding AUM to Altruist.

Opt in today.

Opt in today.

Save thousands on software costs by adding AUM to Altruist.

Here's how it works:

Submit your email address to opt-in to this limited time offer.

Step 1

Claim offer

Review and agree to the Support Services Terms and Conditions.

Submit your email address to opt-in to this limited time offer.

Claim offer

Add at least $5MM of client account assets (“AUM”) to Altruist’s brokerage platform before June 30, 2023.

Add AUM

Step 2

Add AUM

Add at least $5MM of client account assets (“AUM”) to Altruist’s brokerage platform before June 30, 2023.

Maintain $5MM and we’ll cover $5,000/year for your Wealthbox and RightCapital subscriptions.

Save on costs

Step 3

Save on costs

Maintain $5MM and we’ll cover $5,000/year for your Wealthbox and RightCapital subscriptions.

06. Do I need to disclose to my clients my participation in this program?

Yes, as described in Section 2.1 of the Support Services Terms and Conditions, you are required to disclose your participation in this program to your clients. We provide some sample language here; however, the duty is yours to tailor it to your situation as appropriate, including the value of the Support Services received, relevant conflicts of interest, and other considerations mentioned in Section 2.1.