Is your custodian
built for RIAs?
Platform fees, expensive add-on tech, cash drag, direct marketing to your clients… it might be time to consider an alternative.
Is your custodian
built for RIAs?
Platform fees, expensive add-on tech, cash drag, direct marketing to your clients… it might be time to consider an alternative.
Benefits for fast-growing RIAs
Simplify your
RIA software
Bring account opening, funding, reporting, and billing into a single, automated platform. It’s digital, fast, and the first 100 accounts are free.
Simplify your
RIA software
Invest efficiently
and effectively
Craft strategies for unique client needs with commission-free fractional share trading, a model marketplace, and automated rebalancer.
Invest efficiently
and effectively
Get live fast,
expert support
Registered Investment Advisors of any size and scale can expect reliable chat support from highly trained customer service agents.
Get live fast,
expert support
WHY ADVISORS ARE CHOOSING ALTRUIST
"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
Kiplinger Wealth Advisors
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). As of the date of this testimonial, 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.
Discover how you can save time, reduce costs, and grow with Altruist.
Book 15 minutes with an RIA expert today.
Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services 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 Altruist Financial LLC. Check the background of Altruist Financial LLC on FINRA’s BrokerCheck.
Keep in mind, brokerage and other fees may apply on your client’s assets. Please see the Altruist Financial LLC Fee Schedule on altruist.com/legal to learn more.
“Award Winning Custodian” claims refer to the following recognition received by Altruist: Wealth Management Wealthies | Custodian: Technology (Winner – 2023); Named to CB Insights Fintech 100 (2023); Nasdaq Fintech Trailblazer Contest (Finalist – 2023); and Named to GGV Capital’s 2024 Fintech Innovation 50. Please note: award receipt and/or listing in these publications does not guarantee results and is not meant to imply performance of any kind.
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Offer clients more interest on their cash (without relying on a third party solution)
1. The national average interest rate for savings accounts as posted on FDIC.gov, as of December 16, 2024. Neither Altruist Financial LLC nor any of its affiliates are banks.