Focus 100% on growth.
Open, fund, transfer, trade, rebalance, report, and bill with a fully digital custodian built to serve RIAs of all sizes.
The first $10m is a grind.
Tech is expensive and marketing budgets are tight.
Your custodian should make it easier.
Unfortunately, early stage firms are woefully underserved by legacy options.
For the first 100 accounts at Altruist. Additional brokerage fees may apply, see details on our Legal page.
Our SLA for live chat support. With real people (not robots).
In covered costs towards WealthBox and Right Capital when you bring $5M in AUM onto Altruist. Terms apply, see details here.
Features built for early stage firms
Digital Account Management
Open, fund, and transfer accounts quickly, without paperwork or statements.
Integrated Reporting
Visualize data like time-weighted returns and net deposits over time.
Portfolio Management Tools
Deploy strategies built with both custom portfolios and marketplace models.
Automated Rebalancing
Define cash management goals and rebalance based on events or drift.
Submit your application today
Get up to speed with a partner
(not another service provider).
Everything you need to get your firm up and running for $1 per account per month. And the first 100 accounts are free.
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
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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.”
Bonnie Maize
“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.”
James V.
“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.”
Kevin Lum
“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.”
Donovan Brooks, CFP®, CKA®
"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, CFP®, RLP®
Prioritize growth.
Build your firm with Altruist and get the service and tech you’ve been looking for.
Talk to us Get started free*