Starting an RIA with Altruist

Breaking away is not hard to do.

With Altruist, you can transfer clients in bulk, open and fund accounts in minutes and hit the ground running with a seamless software stack that’s built to scale.

Talk to an expert

Going Independent

Simple from
the start.

Altruist simplifies your launch process by bringing everything your RIA needs together under one reliable roof.

From CRM and fee billing, to reporting and planning, our fully integrated tech stack helps eliminate paperwork and automate busy work so you can focus on growth from day one.

Join the hundreds of RIAs who have launched and
scaled with Altruist.

“
The user experience is exactly what I wanted for serving my clients… saves me so much time as an advisor.”

Maddox Southard, Graybridge Capital

This testimonial was given by a current client. 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). 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.

The user experience is exactly what I wanted for serving my clients… saves me so much time as an advisor.”

“
We signed up with Altruist, we got approved, like we left on like a Tuesday morning, we left our previous firm — resigned — and I think we opened our first account at Altruist on Thursday that week. So it was extremely quick the turnaround time.”

Jason Newcomer, Dogwood Wealth Management

This testimonial was given by a current client. 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). 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.

The user experience is exactly what I wanted for serving my clients… saves me so much time as an advisor.”

“
Altruist is such a valuable partner. The tools are so effective that, even though I have over 60 households, I could take on more. I’m only one person, but I could handle 100. I’m looking forward to growing into that.”

Brandon Lockwood, Lockwood Wealth Strategies

This testimonial was given by a current client. 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). 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.

The user experience is exactly what I wanted for serving my clients… saves me so much time as an advisor.”

“
The interface is clean, transitions are lightning fast. I spend much less time on administrative tasks, which means more time for client touch-ins. More touch-ins means more referrals.”

Michael Lickiss, Pacific Wealth Advisory Services

This testimonial was given by a current client. 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). 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.

The user experience is exactly what I wanted for serving my clients… saves me so much time as an advisor.”

What you get with Altruist

A fully digital
custody solution

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Account opening, ACATS, internal transfers

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Fractional share trading

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Model and sleeve trading

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Pre-built model portfolios

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Automated tax loss harvesting

Automated tax loss harvesting

Seamlessly
integrated software

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Advisor portal

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Team management

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Performance reporting

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Tax management

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Automated fee billing

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Client mobile app

What you get with Altruist

Integrations that
get you up and
running, fast.

Streamline operations, eliminate redundancies, and build your momentum by integrating with your favorite financial planning, CRM, and risk analysis tools.

Ready to launch?

Move entire books in minutes, get on-demand support from your dedicated transition team and leave the paper work behind with Altruist’s fully digital RIA launch solution.

If you’ve already registered your firm:
Sign up

Apply in less than 5 minutes.

If you’re not
yet an RIA :
Talk to an expert

Connect with an RIA specialist.