- Welcome | Altruist
The AI-forward wealth platform and custodian that unifies account opening, trading, portfolio management, billing, and reporting
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Stronger relationships Better outcomes Email
- Meet Altruist - Altruist
Altruist's platform helps your financial advisor work more effectively and deliver better results Learn more about what makes Altruist a modern custodian
- Company - Altruist
At Altruist, we only work with RIAs and advisors who have a fiduciary responsibility to their clients Our mission is to make financial advice more tailored, affordable, and accessible to everyone We use automation and AI to simplify onboarding, funding, trading, portfolio management, reporting, and more—in ways that help advisors keep fees low and achieve better outcomes for their clients
- Use The Platform - Altruist
A simple guide for clients getting started with Altruist, including a video walkthrough of the process and how to get your accounts up and running
- Contact - Altruist
Support resources for advisors and clients using the Altruist portal Help center articles, contact information, and more
- Altruist One - Altruist
Does Altruist One have any minimums or restrictions? How do we subscribe clients to Altruist One? Are High-Yield Cash accounts included in the 0 01% monthly Altruist One fee? How do I determine which clients would benefit from opting in? Altruist One is a subscription service offered by Altruist Corp Fees apply and are based on account balance
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Forgot Password? Advisory services 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
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