Altruist Match (private beta)

Apply for early access to our advisor marketplace: a place for prospects to find great advisors like yourself.

Get started for free. No onboarding fees. Request a copy of our participation agreement for other referral or potential termination fees by emailing us at match@altruist.com.

Join at any stage. We’ll never exclude advisors based on AUM, designations (e.g., CFP®), or years of experience.

Pay for clients (not leads). You won’t pay a dime until a prospect converts to a client. If a referred client leaves, there are no further fees to pay.

Keep expenses low. When you charge asset-based fees, we will cap our referral fee at fifteen basis points annually (based on households’ assets under management).

Stop paying after five years. After a referred household has been with you for five years, Altruist Match fees no longer apply.

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Altruist Corp (“Altruist”) offers a software engine 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. 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.

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Apply for private beta