Unified Managed Accounts are now available at Altruist.
Unified Managed Accounts are now available at Altruist.
A seamlessly integrated investment experience built for helping financial advisors and their clients grow.
Open new accounts, trade, bill, and report performance all in one spot while providing your clients with a beautiful experience through our mobile app.
© 2023 Altruist Corp
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.
Assemble your ideal combination of model marketplace strategies, custom portfolios, and individual equities — for accounts of any size.
Digital Account Opening
Open and fund accounts virtually or in person with a fast, paperless experience.
Commission-Free Fractional Shares
Serve client accounts of all sizes more cost-effectively with $0 commissions on US equities, ETFs, and Warrants.
Model Marketplace
Choose from over 200 marketplace portfolios representing a broad range of investment strategies at an industry-low fee.
Portfolio Rebalancing
Define cash management goals and automatically rebalance based on events or drift.
Streamline your
portfolio-building process.
Fully digital custodial solution.
Lightning-fast account opening and funding, fractional share trading, no account minimums, and all your most important practice management software in one place.
Assemble your ideal combination of model marketplace strategies, custom portfolios, and individual equities — for accounts of any size.
Streamline your
portfolio-building process.
Digital Account Opening
Open and fund accounts virtually or in person with a fast, paperless experience.
Commission-Free Fractional Shares
Serve client accounts of all sizes more cost-effectively with $0 commissions on US equities, ETFs, and Warrants.
Model Marketplace
Choose from over 200 marketplace portfolios representing a broad range of investment strategies at an industry-low fee.
Portfolio Rebalancing
Define cash management goals and automatically rebalance based on events or drift.
Fully digital custodial solution.
Lightning-fast account opening and funding, fractional share trading, no account minimums, and all your most important practice management software in one place.
Unlock the power of Unified Managed Accounts. Advisors can choose from over 70 models from top asset managers to create highly customized portfolios.
Low (or no) minimums allow advisors to make high net-worth investment strategies more accessible. You can serve clients of any size with more personalization and powerful portfolios.
Only pay only for what you use. Model-specific fees are prorated to the percentage of the model used within your custom portfolio.
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Unlock the power of Unified Managed Accounts. Advisors can choose from over 70 models from top asset managers to create highly customized portfolios.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vestibulum dictum gravida erat a bibendum. Vestibulum interdum tristique maximus.
Low (or no) minimums allow advisors to make high net-worth investment strategies more accessible. You can serve clients of any size with more personalization and powerful portfolios.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vestibulum dictum gravida erat a bibendum. Vestibulum interdum tristique maximus.
Only pay only for what you use. Model-specific fees are prorated to the percentage of the model used within your custom portfolio.
As featured in
As featured in
"When I made the move to Altruist, I stopped discounting. I increased my fee back up to what I thought was a fair rate and my clients still saved anywhere from 10-50%. I’m making more, my clients are spending less. It’s fast to use, it’s easier to use."
Derek Notman
Intrepid Wealth Partners
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 invested in models made available by our registered investment adviser (Altruist LLC). As of the date of this testimonial, 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.
Views expressed may not represent others’ experience, results may vary. See the Form ADV Part 2A, Model Marketplace Agreement & Fee Schedule on altruist.com/legal for more info.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.
"When I made the move to Altruist, I stopped discounting. I increased my fee back up to what I thought was a fair rate and my clients still saved anywhere from 10-50%. I’m making more, my clients are spending less. It’s fast to use, it’s easier to use."
Derek Notman
Intrepid Wealth Partners
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 invested in models made available by our registered investment adviser (Altruist LLC). As of the date of this testimonial, 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. Views expressed may not represent others’ experience, results may vary. See the Form ADV Part 2A, Model Marketplace Agreement & Fee Schedule on altruist.com/legal for more info.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.
Altruist LLC and its affiliates (together, “Altruist”) and the Model Marketplace model providers do not render investment advice to retail clients, rather Altruist makes available certain model portfolios for independent RIAs’ use in managing their retail investment clients’ assets. RIAs are responsible for suitability of all transactions in and decisions regarding client accounts, and must maintain discretion over client accounts which are subscribed to Model Marketplace model portfolios. For more information on Altruist’s Model Marketplace please see the Form ADV Part 2A, Model Marketplace Agreement and Model Marketplace Fee Schedule on altruist.com/legal.
Altruist LLC and its affiliates (together, “Altruist”) and the Model Marketplace model providers do not render investment advice to retail clients, rather Altruist makes available certain model portfolios for independent RIAs’ use in managing their retail investment clients’ assets. RIAs are responsible for suitability of all transactions in and decisions regarding client accounts, and must maintain trading authority over client accounts which are subscribed to Model Marketplace model portfolios.
Certain instructions from model providers who are providing models to the Altruist Model Marketplace may not be executed based on system limitations, including securities that are not available to trade on the Altruist platform and rebalancing instructions that are not supported by the Rebalancer and trades that are below supported minimum trade sizes. Performance of individual accounts assigned to a model portfolio may deviate from the target model performance as a result of a number of factors, including Rebalancer settings, and timing and amount of cash flows and system limitations that impact execution of model provider instructions. Model Marketplace portfolios utilize Altruist’s Rebalancer and may use Altruist’s TaxIQ tax management tools. See the TaxIQ Tools & Rebalancer disclosure available at altruist.com/legal.
For more information on Altruist’s Model Marketplace please see the Form ADV Part 2A, Model Marketplace Agreement and Altruist LLC Fee Schedule on altruist.com/legal.
Keep in mind, other brokerage fees, Model Marketplace fees and related expenses may apply on your client’s assets. Please see the Brokerage and Model Marketplace Fee Schedules on altruist.com/legal to learn more.
Keep in mind, other brokerage fees, Model Marketplace fees and related expenses may apply on your client’s assets. Please see the Brokerage and Model Marketplace Fee Schedules on altruist.com/legal to learn more.