Solution introduction
An all-in-one platform for financial advisors and their clients
We designed Altruist to help financial advisors do their best work, which could improve client returns up to 3% more each year
Altruist is a custodial solution for modern advisors
You can rest easy that you’re working with a regulated brokerage, while getting personalized advice from your independent advisor.
Through our affiliated FINRA member broker/dealer, SEC registered investment advisor, and our clearing partner, we ensure client accounts are regulated and secured. All accounts are SIPC insured and our clearing partner has arranged for additional insurance.
Our platform is only available to Registered Investment Advisors (RIAs)
RIAs have a fiduciary responsibility to put their clients interests first (you). At Altruist we think that’s important, so we built tools that give RIAs the ability to serve you better and give them back valuable time.
Goodbye complicated paperwork
Altruist is digitally native. This helps save you and your financial advisor rtime and money. And makes it a whole lot more fun to use.
More efficient investing
With access to commission-free fractional shares using Altruist, your advisor can invest your money in high-quality assets, no matter the size of your account.
