Open, fund, transfer, trade, rebalance, report, and bill with a fully digital custodian built to serve RIAs of all sizes.
Tech is expensive and marketing budgets are tight.
Unfortunately, early stage firms are woefully underserved by legacy options.
Open, fund, and transfer accounts quickly, without paperwork or statements.
Visualize data like time-weighted returns and net deposits over time.
Deploy strategies built with both custom portfolios and marketplace models.
Define cash management goals and rebalance based on events or drift.
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.
Insights from industry experts
Resources to help you grow your firm
“Choosing Altruist to help me serve the sort of people I've known my whole life in rural Kansas was a no-brainer.”
“I was nervous when I started my own firm that I wouldn't be able to keep up with all the paperwork and processes. Altruist makes onboarding clients and opening accounts super easy.”
“I will work with clients investing $100 a month because I’m so passionate about making sure everyone has access to personalized advice. That’s only possible because of tech like Altruist.”
“It’s been awesome partnering with Altruist!... What I’m loving about Altruist: An advisor is an advisor no matter how small. Transparent feature requests & roadmap. They actually listen.”
"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.”
Build your firm with Altruist and get the service and tech you’ve been looking for.
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