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Go independent.

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Scale your RIA.

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Increase profitability.

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Build custom solutions.

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The freedom to grow your business, your way.

Build the best version of your firm with a custodian that brings critical RIA technology and great customer service under one roof.

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Simplify your tech stack, deliver a seamless client experience, and spend more time on the work that matters most to you.

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Stellar customer service by humans, for humans. Get help from our experts in minutes, not days.

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Serve more clients. Improve your margins. Avoid the scaling pains.

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Benefits for fast-growing RIAs

Simplify your
RIA software

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Bring account opening, funding, reporting, and billing into a single, automated platform. It’s digital, fast, and the first 100 accounts are free.

Invest efficiently
and effectively

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Craft strategies for unique client needs with commission-free fractional share trading, a model marketplace, and automated rebalancer.

Lower acquisition
costs

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Registered investment advisors at any stage can leverage our proprietary matching service with no membership fees or asset minimums.

Delight your
clients

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Lightning fast onboarding and immediate, convenient access to the investment management information most relevant to them.

Original content from Altruist

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Over 1,500 RIAs trust Altruist to help them grow their business.

See how our fully-integrated RIA platform can help you streamline operations, slash overhead, and exceed client expectations. Get started for free

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David-Hicks
Alex-Chalekian
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“I opened an IRA with a client on the phone with me...in under 5 minutes including Beneficiaries and Trusted Contacts.”

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Curtis Bailey, CFP®, CFA,

Quiet Wealth Management

“Truly digital ACATs that are fast...fast account opening, great UI/UX...fast and awesome support team, automated investing, fee billing, and performance reporting...the best is yet to come!”

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Donovan Brooks, CFP®, CKA®

Stroyline Financial Planning

This testimonial was given by a current client or investor. 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. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see 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.

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custodian built for RIAs.

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