Platform
Client Onboarding
Client Onboarding
Get clients up and running in minutes.
Portfolio Management
Portfolio Management
Deliver personalization at scale.
Operations
Operations
Automate administrative work.
For Advisors
Breakaway Advisors
Breakaway Advisors
Launch your firm with a true partner.
Established RIAs
Established RIAs
Drive better client outcomes.
Enterprise RIAs
Enterprise RIAs
Scale faster at lower costs.
For Clients
Meet Altruist
Meet Altruist
Learn how a modern custodian benefits you and your advisor.
Understand Our Security
Understand Our Security
Review our security measures, insurance policies, and compliance standards.
Use The Platform
Use The Platform
Watch walkthrough videos to get comfortable using Altruist.
Grow Your Cash
Grow Your Cash
Earn a competitive yield on individual, joint, trust, and business cash accounts.
Log in
Let’s talk
Platform
Client Onboarding
Portfolio Management
Operations
For Advisors
Breakaway Advisors
Established RIAs
Enterprise RIAs
Resources
Careers
Company
For Clients
Meet Altruist
Understand Our Security
Use The Platform
Grow Your Cash
Upcoming Event
Altruist Academy San Diego
Register now
: Altruist Academy San Diego
Privacy Policy
Terms of Service
Legal
Security
IARD
Form CRS
Instagram
X
LinkedIn
YouTube
November 5, 2025
Altruist recognized by Datos Insights for Best Innovation in Clearing and Custody
