Lowering barriers to delivering and accessing financial advice.

Lowering barriers to delivering and accessing financial advice.

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.

Sign up

Everything you love about your current custodian—and more. 


— Only for Onyx members: Your first 500                 accounts are free.

— Join us in driving accessibility in financial            advising and wealth management.


— Open new accounts, trade, bill, and report           performance all in one place. 

— Create and fund an account with a few clicks. 

— Integrated performance reporting software for     seamless end-to-end client management. 

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

— Make a one-off buy or sale of a security, or          take advantage of our automated rebalancing      by building a custom model portfolio or use          turnkey models in our marketplace.

Client app

Run your entire business on Altruist with ease. No complicated integrations or hard-to-understand software.

1    Altruist offers a one month free trial, after which our standard subscription fee of your first 100 client accounts free and just $1/account each month applies. With this offer, Onyx advisors receive 500 client accounts free and just $1/account each month after the one month free trial. Promotion is offered in the form of a coupon, crediting the additional 400 free accounts each month. Advisors must remain part of the Onyx Advisor Network to continue receiving this promotion, otherwise Altruist’s standard subscription fee applies. Subscription pricing is subject to change at Altruist’s discretion.
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.

© 2022 Altruist Corp

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/

1   Altruist offers a one month free trial, after which our standard subscription fee of your first 100 client accounts free and just $1/account each month applies. With this offer, Onyx advisors receive 500 client accounts free and just $1/account each month after the one month free trial. Promotion is offered in the form of a coupon, crediting the additional 400 free accounts each month. Advisors must remain part of the Onyx Advisor Network to continue receiving this promotion, otherwise Altruist’s standard subscription fee applies. Subscription pricing is subject to change at Altruist’s discretion.
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.

Onyx Advisor Network (Onyx) was founded to help minority-led advisory firms start, scale, and sustain their businesses. 

Altruist is the all-in-one platform for financial advisors who put their clients first. In honor of this partnership, Onyx members can enjoy their first 500 Altruist accounts for free each month.

Onyx Advisor Network (Onyx) was founded to help minority-led advisory firms start, scale, and sustain their businesses. 

Altruist is the all-in-one platform for financial advisors who put their clients first. In honor of this partnership, Onyx members can enjoy their first 500 Altruist accounts for free each month.

Exclusively for Onyx members, sign up today and get your first 500 accounts on Altruist free.

Discount will be applied at the end of your trial.

Why switch to Altruist?

Give your clients an amazing experience. 


Altruist is a completely digital custodial solution. Open and fund client accounts in minutes. Your clients get a fully integrated experience with a simple, user-friendly portal.

Real, personalized service. 


Your business and clients mean the world to you. Work with a partner that feels the same.
Our goal is to make sure there’s no interruption to working with your clients.

We’re with you every step of the way. No call centers. Instant in-app chat, whenever you need.

Easy to use, even easier to get started.


Wherever you are in your financial advising journey, we’re here to support you. We’ll help you get up and running, scale your firm, or streamline your existing operations. All with as little friction as possible so you can focus on what matters most–helping your clients have a better experience with their money.

"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

"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

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Run your entire business on Altruist with ease. 
No complicated integrations or hard-to-understand software.

Sign up

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