Advisors
Build for the decades ahead
The advice industry is evolving fast. The firms leading that evolution are harnessing AI and technology to deliver deeper insights, more services, and experiences their clients love—across every household.
And they’re doing it on Altruist.
Recognized across the industry
Winner
#1 rated custodian by advisors
T3/Inside Information Software Survey, 2026
Winner
Fastest-growing custodian
AdvizorPro RIA Custodian Trends Report, 2025
Winner
Best Innovation in Clearing and Custody
Datos Insights Impact Award, 2025
Finalist
Industry Disruption, CEO of the Year
ThinkAdvisor Luminaries, 2025
Winner
Technology Integration
WealthManagement.com aka “Wealthies,” 2025
Winner
Most Innovative Company in Personal Finance
Fast Company, 2024
Your high-growth phase. Powered by Altruist.
Everything your firm needs to grow, without the overhead that slows you down
Win time back
Get 13 weeks of your year back with automated workflows that run continuously so your team can prioritize clients, not tasks.
Reduce costs
Altruist is up to 3x more cost-efficient than traditional asset management platforms, with no extra tools to stitch together.
Scale faster
Onboard clients in minutes, serve more households, and grow your firm the way you want to.
Better client outcomes
Deliver deeper insights and more personalized portfolios. 4 out of 5 advisors say Altruist makes them more efficient and client-focused.
Your entire firm, operating like your top 1%
Unlike any other AI tool, Hazel is built directly into your custodian—so you get deeper intelligence, catch gaps before they become problems, and automate best practices across your entire team.
The platform 6,000+ advisors are building on
Breakaways and billion-dollar enterprises—all running their firms their way, on Altruist.
The CEO who did the math.
Then switched to Altruist.
Nearly $1B AUM, ~2,000 households
$1,800 saved per household per year
0 clients pushed back on the transition
These testimonials was given by current clients. Neither Altruist nor its affiliates paid for these testimonials, 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 advisors received compensation or other benefits from Altruist through the promoting advisors’ participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisors’ part and may have influenced the view(s) expressed by the promoting advisors. 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 advisors’ conflicts of interest when expressing their views about Altruist or Altruist’s affiliates, please see the promoting advisors’ advisory program brochures, available at adviserinfo.sec.gov. These testimonials may not represent the experience of others and are not a guarantee of results.
The best financial advice shouldn’t be a privilege
Altruist was founded by Jason Wenk—an advisor who had already built two multi-billion-dollar firms—because he believed great financial advice shouldn’t only be available to the wealthiest clients. And advisors shouldn’t have to fight their own infrastructure to deliver it.
That mission shapes every product decision we make. It’s why we built a platform that brings together everything advisors need to do their best work—custody, account opening, trading, portfolio management, billing, and reporting—in one place. It’s why we built Hazel, an AI engine that helps advisors deliver more to every client in less time. And it’s why advisors rate us the number one custodian.
Run the firm you envision
Learn how Altruist can get you to where you want to be, faster.