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Get clients up and running in minutes.
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Deliver personalization at scale.
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Automate administrative work.
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Breakaway Advisors
Breakaway Advisors
Launch your firm with a true partner.
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Established RIAs
Drive better client outcomes.
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Enterprise RIAs
Scale faster at lower costs.
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Meet Altruist
Meet Altruist
Learn how a modern custodian benefits you and your advisor.
Understand Our Security
Understand Our Security
Review our security measures, insurance policies, and compliance standards.
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Use The Platform
Watch walkthrough videos to get comfortable using Altruist.
Grow Your Cash
Grow Your Cash
Earn a competitive yield on individual, joint, trust, and business cash accounts.
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Platform
Client Onboarding
Portfolio Management
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For Advisors
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Established RIAs
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September 24, 2025
Transformative AI, Built for Wealth Advisors
