Better Portfolio Management

Built for the full spectrum of advising styles.

Whether you prefer hands-on trading, fully outsourced investment management, or anything in between, our suite of powerful tools help you do your best work for your clients.

See if you’re a fit

Versatile Investing

Advise your clients your way.

Manual Trading

Manually trade fractional shares of stocks and ETFs commission-free.

Model Marketplace

Explore over 500+ professionally managed models with fees up to 3x cheaper than the average TAMP, with some starting at 0bps.¹

Fully Customizable

Mix and match by building your own custom models and UMAs.

¹The average price of a turnkey asset management program (“TAMP”) is estimated to be 0.45bps – 0.50bps as of November 2024. This estimate is based on publicly available pricing information for TAMP providers (including AssetMark, Envestnet, and Orion) and other industry sources[1], [2]. Altruist offers products through its Model Marketplace which RIAs may choose to use as an alternative to TAMPs, but these products are designed differently and may not include all features or services typically offered by other TAMP providers. As such, cost comparisons may not fully account for differences in features, services, or usage.

Operational Efficiency

Work smarter,
not harder, with benefits for your
entire firm.

Portfolio Customization

Implement the personalization your clients want at scale.

Automated Portfolio Rebalancing

With our automated, rules-based portfolio rebalancing, you choose the settings and put rebalancing on autopilot.

Low Fees

Our simply better pricing aims for our fees to be simple, transparent, and as good or better than legacy alternatives.

Modern Features

Tools for maximizing portfolio growth.

Built-In Tax Management

Deliver tax savings to clients with features like daily scanning for tax lost harvesting, tax sensitive rebalancing, and more.

Digital Fixed Income

Modernize how you discover, buy, and monitor fixed income securities. Screen faster, effortlessly click-to-trade, and enjoy full transparency at industry-leading prices.

High-Yield Cash

Grow clients’ cash with a high-yield cash account that’s 9x the national average, with no minimums and same-day transfers.

Direct Indexing

Offer broad market exposure while creating tax savings opportunities with advanced tech and minimums starting at as little as $2,000.

Simply better pricing.

We aim for our fees to be simple, transparent, and as good or better than the most competitive legacy alternatives—never getting in the way of your ability to give authentic advice.

See our latest fee schedule

“

My business is currently in a good place with Altruist, managing assets has never taken less of my time, I’ve got nothing but great things to say.”

Ian Bloom, Open World Financial Life Planning

Altruist and our affiliates did not 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 isn’t a guarantee of results.

“

Altruist is faster to use, easier to use, and clients have commented on a better overall experience.”

Derek Notman, Intrepid Wealth Partners

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.

“

Not spending time on trading, freeing up my time to be with clients!”

Tyler, Stockbridge Wealth Partner

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.

Explore our entire platform, custom built for RIAs.

Fast Onboarding

Start on the right foot with our consolidated, industry-defining workflow.

Learn more

Streamlined
Operations

Automate the administrative workflows that keep your business running smoothly.

Learn more

Transformative AI Assistance

Make each day more efficient than the last with Hazel, your new AI Assistant.

Coming soon

A modern way to manage.

See how our platform helps you manage every portfolio with a focus on client relationships.

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