Established RIAs

The custodian built to create more hours in the day.

Say goodbye to tedious workflows, piles of paperwork, and poor customer service. Altruist helps you save time, cut costs, and transfer energy toward advising your clients and growing your business unlike any other custodian.

See if you’ re a fit

Fast Client Onboarding

Client onboarding
that’s finished
up to 91% faster.

Make one of the fastest transfers in the industry when you switch to Altruist. With white glove support for both you and your clients, you’ll be able to keep your business operations up and moving.

Create accounts faster than ever.

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Streamlined Operations

Leave the paperwork
with your old custodian.

After experiencing the inefficiency of other custodians, we built Altruist to be digital first. With the ability to open, fund, transfer, report, invest, and bill in minutes (and without paperwork), you can focus on the important work of advising.

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Exceptional Service

A new standard of support, exclusively 
for RIAs.

We’re not just another service provider. Enjoy an average response time of under 60 seconds and a 96% satisfaction rate from a support team that’s here as your partner, no matter your AUM.

“

If I could tell advisors that are nervous to transition one thing: with Altruist, it’s not what you are used to. It’s a whole new world.”

Tyler Purcell, Balance Wealth

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.

“

It’s the little things. Distributions are automated. Fees are minimal, and always transparently communicated.”

Maggie Meiners, Financial Plans and Strategies

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.

“

We get asked by clients, ‘how long is this going to take?’ and it feels great to be able to say, ‘it’ll be done as soon as you leave the office.”

DJ Windle, Windle Wealth

This testimonial was given by a current client or investor. 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. DJ Windle has a personal investment in Altruist Corp which presents a conflict of interest due to them potentially benefitting financially from the company’s success. This relationship may influence their statements. 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.

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Content Library

Our library is built for RIAs.

What makes Altruist different from Schwab and Fidelity?

See how Altruist stacks up to legacy custodians.

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How does Altruist make money?

How does Altruist generate revenue? We get this question a lot and we’re happy to be transparent about it.

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simply better pricing
Simply better pricing: a note about Altruist’s fee schedule

An update from Jason Wenk about Altruist’s revised fee schedule.

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Why this $480M firm chose Altruist.

How one RIA chose Altruist—and how it compares to their previous custodian.

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