Digital investment platform for RIAs

A new all-in-one platform for modern financial advisors.

A seamlessly integrated investment experience built for helping financial advisors and their clients grow.

Open new accounts, trade, bill, and report performance all in one spot while providing your clients with a beautiful experience through our mobile app.

Try it free

A seamlessly integrated investment experience built to help financial advisors and their clients grow.

Open new accounts, trade, bill, and report performance all in one spot while providing your clients with a beautiful experience through our app.

Altruist is a completely digital custodial solution: open and fund client accounts in minutes (or seconds).

Buy and sell individual securities with commission-free, fractional shares, or build custom models with automated rebalancing.

In the Altruist Portfolio Marketplace, you get access to turnkey model portfolios from your favorite brands at an incredibly low cost.

You really can open up an Altruist account in a matter of seconds, and then you can connect a client's bank account in seconds."

—Matthew Fox, Ithaca Wealth Management

Altruist is a completely digital custodial solution: open and fund client accounts in minutes (or seconds).

Buy and sell individual securities with commission-free, fractional shares or build custom models with automated rebalancing.

In the Altruist Portfolio Marketplace, you get access to turnkey model portfolios from your favorite brands at an incredibly low cost.

1 Keep in mind, other brokerage service fees may apply on your client's assets. Please see our fee schedule on our Legal page to learn more.

Your performance reporting software integrated seamlessly into one end-to-end client management and service experience.

Your portfolio accounting software integrated seamlessly into one end-to-end client management and service experience.

Powerful, yet simple fee billing to handle any method automatically.

The way customer service
should feel.

Your business and clients mean the world to you. Work with a platform that feels the same. No call centers. Instant in-app chat, and real, personal service.

Client app

Powerful, yet simple fee billing to handle any method automatically.

Learn how Altruist can help you lower costs and increase productivity.

Try it free for 30 days. After your first month, your first 100 accounts are still free and just $1 per account each month after.

1 Keep in mind, other brokerage service fees may apply on your client's assets. Please see our fee schedule on our Legal page to learn more.

Altruist Corp (“Altruist”) offers a software engine that helps financial advisors achieve better outcomes. Investment management and 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/

I actually know the Altruist customer service people by name, and they know me. They ask me about my family. Their personal service would be hard to beat."

—Justin Castelli, RLS Wealth

The way customer service should feel.

Your business and your clients mean the world to you. Work with a platform that feels the same. No call centers. Instant in-app chat and real, personal service.

Learn how Altruist can help you lower costs and increase productivity.

Try it free for 30 days. After your first month, your first 100 accounts are still free and just $1 per account each month after.

1 Keep in mind, other brokerage service fees may apply on your client's assets. Please see our fee schedule on our Legal page to learn more.

2 This customer testimonial was not solicited by Altruist Corp, Altruist LLC or Altruist Financial LLC; may not be representative of the experience of other customers; and is no guarantee of future results. No compensation was provided. Legal page to learn more.

2 Altruist and our affiliates did not request or 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 it isn’t a guarantee of results, but we’d love the opportunity to show you firsthand. Some account types may not yet be available, processing times may vary.

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