Enterprise advisors
Designed
for enterprise,
built for growth
Altruist is an AI-forward wealth platform tailored to your team, your work, and how fast you move.
Operations at full throttle
Experience custody, trading, automated workflows, and advanced investment tools—all running seamlessly on one platform, so your team can onboard faster, serve more clients, and operate more efficiently.
The tools you rely on, working together
Connect with dozens of leading custodians, CRMs, planning, portfolio management, and compliance platforms, so your team can always see the full picture.
The advisor experience, your way
Create an experience built entirely around your firm with raw custody data, flexible APIs, and workflows you can make your own.
Full visibility and control
Manage roles, permissions, and account access from one place, with a centralized view of your entire team.
A higher standard for security
Rely on SOC 2 Type 2 compliance, 256-bit encryption, and an internal compliance team, so security is one less thing to worry about.
A dedicated team, from day one
Work with a team that spends time learning about the practice you’ve built and the future you’re working toward. Then we get to work making it happen.
#1 for a reason
#1
highest-rated custodian in 2026 with the most #1 products of any advisor technology, according to the T3/Inside Information Software 2026 Survey.
5,500+
independent advisors run their firms on Altruist.
Minutes,
not days
is how long client onboarding takes with Altruist.
“With Altruist, the ACATs are faster, the funding is faster, the connection to Plaid is faster, the support when something gets in the way (which is almost never) is faster. Everything is faster.”
— Josh Brown, Ritholtz Wealth Management
This testimonial was given by a current client. 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 using services made available by our registered investment adviser (Altruist LLC). The promoting advisor 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.
Go deeper
Growth, without the growing pains
The bigger your firm gets, the more it takes to run it well. Altruist is built for that.