Built for RIAs

Let’s give you
your time back.

We’ve designed every last detail to make managing your practice more time efficient. We’ve made everything completely digital—with zero paperwork, powerful automations, seamless integrations, and more.

See if you’re a fit

5/5 stars on G2.com as of April 2025

Inspired by, designed with, and built for RIAs.

Switch custodians, fast.

Get client accounts up and running in record time with fully digital, paperless account opening, no AUM minimums, and live customer service if you need it.

Confidently customize.

Altruist offers a variety of tools that help you customize investment strategies for your clients, including commission-free fractional share trading, a model marketplace, and an automated rebalancer.

Simplify your tech stack.

Find all the tech and tools you need, consolidated into one automated platform—account opening, funding, reporting, billing, 22+ integrations, and more.

The All-In-One Modern Custody Platform

Good for your clients.
And, good for you.

“

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

Maddox Southard, Graybridge Capital

Altruist and our affiliates did not pay for this testimonial, but we do earn revenue from financial advisors who use our platform. This customer review may not represent the experience of others and isn’t a guarantee of results.

“

Digital ACATS, digital account opening, simple bank connection, smartphone app make the platform a breeze to use for end clients.”

Matthew F., Ithaca 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.

“

My business is currently in a good place with Altruist, managing assets has never taken less of my time, I’ve got nothing but great things to say.”

Ian Bloom, Open World Financial Life Planning

Altruist and our affiliates did not pay for this testimonial, but we do earn revenue from financial advisors who use our platform. This customer review may not represent the experience of others and isn’t a guarantee of results.

Save, streamline, and scale like never before with Altruist.

See if you’re a fit