• Close
  • Use cases
  • Product
  • Customers
  • Blog
Log in
See if you’re a fit
Back
Use cases
go independent
Go independent
Everything you need to become an RIA
Scale your RIA
Scale your RIA
Eliminate inefficiencies with automation
increase profitability
Increase profitability
Lower fees for you and your clients
Start up
Start up
Bring critical tech under one roof
Essential tools on a scalable, open platform.
Product
portfolio_mng
Portfolio Management
Drive better client outcomes
porfolioreporting
Portfolio Reporting
Present data effortlessly
modelmarket
Model Marketplace
Stop overpaying your TAMP
Altruist cash product
Altruist Cash
Offer industry-leading APY
user_icon
Client Experience
Exceed expectations
FeeBilling
Fee Billing
Accommodate any billing arrangement
Group
Advisor Experience
Enjoy a new standard of support
integrations
Integrations
Unlock productivity
Clearing and Custody
Eliminate your biggest pain points by partnering with the modern custodian built exclusively for RIAs.
Learn more
Blog
See all blogs
becomeRIA
Become an RIA
Launch your new firm with ease
marketing
Marketing
Grow faster with best practices
scale
Scale
Technology, process, people
advisory
Advisory
Drive better client outcomes
news
Company Insights
Everything newsworthy at Altruist
Original content
podcast
Podcasts
Never miss an episode
Group 88541
Webinars
Catch our latest conversation
Get stellar customer service and software — all in one streamlined solution. Explore product
Case study
Learn more
use case image
Why Windle Wealth is moving $150m to Altruist

Learn more about DJ Windle's decision to take his business from TDA to Altruist.

See for yourself
explore product
Take a self-guided tour
Get time savings and personalization without the 50+ bps price tag. Explore product
E-books
The Road to 100 Million-2
Road to $100 Million
5 strategies to accelerate your growth
Custodian Buyers Guide Nav Graphic
Custodian Buyer's Guide
Everything you need to know
RIA Launch Kit-3
RIA Launch Kit
Your guide to going independent
The 8-Week Roadmap to a Killer Financial Advisor Event-1
8-Week Advisor Event Roadmap
Plan and execute client-generating events
Log in See if you’re a fit
Close
  • Join the waitlist
    Introducing
    Altruist One
    All of Altruist in one
    outcome-oriented subscription.
    Join the waitlist today
  • Altruist One
    Choose One. Get it all.
    Boosted cash rates.
    Earn an extra 1.80% APY on sweep cash and an extra 0.25% APY on high-yield cash accounts. That's over 10X more than the national average savings account1.
    Annual percentage yields (APY) are variable and subject to change.
    Automated tax loss harvesting.
    Turn on our premium suite of automated tax management and rebalancing tools to help improve after-tax returns and make more time for the relationships that power your business.
    Zero transaction fees.
    With Altruist One, every ticker becomes $0 TF. That means zero transaction fees on stocks, ETFs, fixed income, and over 12,500 mutual funds.
    Other fees apply. View our fee schedules on altruist.com/legal to learn more.
    Serious model savings.
    Access hundreds of professionally-managed portfolios with zero model portfolio fees, and hundreds more at discounts up to 15 bps.
  • One powerful
    subscription.
    One simple price.

    0.01% per
    month
    Freedom to
    subscribe at the
    household level
    Cancel any time
    without penalty
  • Choose serious savings,
    higher yields, and
    more peace of mind
    with Altruist One.
    Join the waitlist today

1 The national average interest rate for savings accounts is 0.41% as posted on FDIC.gov, as of February 18, 2025.

Altruist One will be available to independent registered investment advisors using the Altruist platform. Joining the waitlist does not guarantee eligibility or activate a subscription. Features and benefits are subject to change. This material contains forward-looking statements about Altruist Corp, its affiliates, service offerings, and its business model. Such forward-looking statements are not a guarantee and should not be relied upon.

  • Customer Relationship Summary
  • IARD Homepage
  • About Us
  • Careers
  • Contact
  • Blog
  • Podcasts
  • Webinars
  • Client Hub
  • Client Setup
  • Execution Quality
Use Cases
  • Go Independent
  • Scale Your RIA
  • Increase Profitability
  • Start an RIA
Clearing & Custody
  • Digital Account Management
  • Intraday Rebalancing
  • Real-Time Data
  • Enhanced Account Protection
Portfolio Management
  • Fractional Shares
  • Model Marketplace
  • Automated Rebalancing
  • Direct Indexing
Fee Billing
  • Custom Schedules
  • Exceptions and Minimums
  • Fee Reporting
  • Co-Branded Invoices
Portfolio Reporting
  • Performance Communications
  • Custom Reports
  • Benchmarks
  • Analytics
Client Experience
  • Client Portal
  • Digital Account Management
  • Co-Branding
  • Accessible Information
  • About Altruist
Advisor Experience
  • Transition Services
  • Live Support
  • Product Roadmap
  • Bi-Weekly Releases
Integrations
  • Data Sync
  • Account Opening
  • Portfolio Accounting
  • Held-Away Linking
  • Security
  • Privacy Policy
  • Terms
  • Sitemap
  • Legal

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 and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more.

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 securities provided by Altruist Financial LLC.

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