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Wealth management
Custody
Profile Icon OnboardingPercent Icon Fully paid lendingLink Icon IntegrationsRecurring Icon TradingWallet Icon Fee billingActivity Icon Portfolio reportingShield Icon Security
Investing
Shapes Icon AlternativesCopy Icon Tax managementHeart Icon Donor-advised fundsPie Chart Icon Personalized indexingStrategy Icon Model marketplaceOptions Icon Options
Cash management
Dollar Icon High-yield cashExpand Icon SBLOCSettings Icon Margin
Hazel AI
Spinner Icon PlatformReceipt Icon Tax planningActivity Icon Financial planningShield Icon SecurityDollar Icon Pricing
Advisors
Profile Icon BreakawayHome Icon EstablishedEnterprise Icon Enterprise
Resources
User Profile Icon Client guideCalendar Icon EventsCompass Icon Tax centerPlay Icon Icon DemoLightbulb Icon Advisor storiesWallet Icon Press roomSearch Icon InsightsSupport Icon Support

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A forest of multi-colored trees
  • Terms of Service
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    (Altruist Financial LLC
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Altruist Financial LLC
3030 S La Cienega Blvd


Culver City, CA
90232 USA

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Product

  • Hazel
  • Onboarding
  • Alternatives
  • High-yield cash

For Advisors

  • Breakaway
  • Established
  • Enterprise
  • Resources
  • About Us
  • Careers
  • For Clients
  • Terms of Service
  • Legal
  • Security disclosures
  • IARD
  • Form CRS
    (Altruist Financial LLC
    and Altruist LLC)
  • Form CRS
    (Altruist Advisors LLC)

Altruist Financial LLC
3030 S La Cienega Blvd


Culver City, CA
90232 USA

  • Terms of Service
  • Legal
  • Security disclosures
  • IARD
  • Form CRS
    (Altruist Financial LLC
    and Altruist LLC)
  • Form CRS
    (Altruist Advisors LLC)

Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory 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 securities provided by Altruist Financial LLC. Check the background of Altruist Financial LLC on FINRA’s BrokerCheck

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