© 2022 Altruist Corp

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. 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 all securities are provided by Apex Clearing Corporation.

Check the background of Altruist Financial LLC on FINRA’s BrokerCheck: https://brokercheck.finra.org/

The all-in-one RIA launch solution from Altruist: Bulk client transfer, open and fund accounts in minutes, and a seamless software stack to manage and grow your new business.

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. 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 all securities are provided by Apex Clearing Corporation.

Check the background of Altruist Financial LLC on FINRA’s BrokerCheck: https://brokercheck.finra.org/

© 2022 Altruist Corp

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Altruist Launch makes breaking away and realizing true independence for you and your clients simple. Modern custody. Fully integrated tech stack. One place for everything your RIA needs.

Starting your own RIA doesn’t have to be difficult and expensive.

Join the hundreds of other RIAs who’ve launched and are building their business on Altruist.

“We signed up with Altruist, got approved, resigned from our previous firm on a Tuesday morning, and we opened our first account at Altruist on Thursday that week. So it was extremely quick turnaround time.”

Jason Newcomer
Dogwood Wealth Management

“Digital ACATS, digital account opening, simple bank connection, smartphone app make the platform a breeze to use for end clients.”


Matthew Fox
Ithaca Wealth Management

"I've said this once and I'll say it again. Altruist has the best customer support I've ever experienced as a financial advisor. This company is gonna disrupt the industry 🔥"


Max Pashman
Pashman Financial

Fully digital custody solution

Account opening, ACATS, internal transfers


Fractional share trading


Model and sleeve trading


Pre-built model portfolios


Automated tax loss harvesting (coming soon)

Seamlessly integrated software

Advisor portal
Team management
Performance reporting
Tax management (coming soon)
Automated fee billing
Client mobile app

Integrations to get you up and running, fast

Move entire books in minutes, fully digital (really), with your dedicated VIP transition support team.


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If you're not quite an RIA yet:

Altruist and our affiliates did not pay for this testimonial, but we do earn revenue from financial advisors who use our platform. This customer review may not represent the experience of others and doesn’t guarantee results, but we’d love the opportunity to show you firsthand. Some account types not yet available, processing times vary. The above individuals and their RIA Firms are not affiliated with Altruist.