Switch to the custodian built for RIAs.
Open accounts in minutes with fully digital account opening
Scale confidently with a true technology and business partner
There’s never been a better time to explore your options. Altruist takes the burden off your clients and provides tools and support to help you grow your business.
Testimonials
2,000 + RIAs trust Altruist to help them grow their business.
See what advisors are saying about how Altruist helps slash overhead and exceeds client expectations.
These testimonials were given by current clients or investors. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets invested in models made available by our registered investment adviser (Altruist LLC). As of the date of this testimonial, the promoting advisors(D. Brooks, T. Purcell, M. Pashman, M. Reynolds) received compensation or other benefits from Altruist through the promoting advisor’s participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisor’s part and may have influenced the view(s) expressed by the promoting advisor. For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see the promoting advisor’s advisory program brochures, available at https://adviserinfo.sec.gov/. This testimonial/ may not represent the experience of others and it is not a guarantee of results.
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Why Altruist?
Build the best version of your firm with a custody platform that brings critical RIA technology and great customer service under one roof.
Start in minutes.
Open, fund, and transfer accounts in minutes with a fully digital experience and live expert support.
Consolidate
your software.
Get account opening, trading, reporting, billing, and so much more in one streamlined solution.
Never compete for your own clients.
Scale confidently with a partner that works for you (with no retail or advisory business to compete with).
Switch to the custody platform for RIAs
Why Altruist?
See what sets Altruist apart from legacy custodians.
Want to learn more? Chat with our team of product experts and see how easy it is to get the tech and service your firm deserves.
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
Switch to the custody platform built for RIAs.
There’s never been a better time to explore your options. Altruist takes the burden off your clients and provides tools and support to help you grow your business.
See what advisors are saying about how Altruist helps slash overhead and exceeds client expectations.
1,500+ RIAs trust Altruist to help them grow their business.
Build the best version of your firm with a custody platform that brings critical RIA technology and great customer service under one roof.
Start in minutes.
Consolidate your software.
Never compete for your own clients.
Switch to the custody platform for RIAs
See what sets Altruist apart from legacy custodians.
Want to learn more? Chat with our team of product experts and see how easy it is to get the tech and service your firm deserves.