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

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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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.

Apply for private beta