Portfolio management & rebalancing, fully integrated
Altruist is the platform advisors are moving to—or adding alongside Schwab—for an AI-forward custodian that unifies portfolio management, trading, billing, and reporting in one seamless system.
5/5 stars on G2.com as of February 2026
Why advisors are
rethinking their custodian
Traditional custodians were built decades ago.
Altruist was built for today’s wealth advisors.
Open. Transfer. Done.
Onboard clients in minutes with digital ACATs, bulk onboarding, and a dedicated team supporting you every step of the way.
Automated portfolio management
Rebalancing, tax-loss harvesting, fixed-income trading, and integrated reporting that’s always on, even when you’re not.
Effortless operations
Get a full quarter of your year back by cutting the ops work with 25+ integrations across CRM, financial planning, and custodial AI (Hazel), plus built-in fee billing.
Answers in 60 seconds or less
Reach U.S.-based experts by phone, chat with our AI instantly, or explore our guides, how-tos, and case studies, so you can get the answers and get back to work.
We help 5,500+ advisors make financial advice better, more affordable, and accessible to everyone.
Awards and recognition
From first call to live in 30 days
Today
Join Altruist
Create your house account and choose your firm preferences.
Today
Join Altruist
Set up your house account and firm preferences with ease.
05 Days
Onboard clients
Set up individual and joint accounts and initiate transfers.
15 Days
Configure your firm
Finalize portfolios, fee schedules, and key integrations like CRM, reporting, and trading tools.
30 Days
Go live
Begin operating fully on Altruist and optimizing your experience.