A journal dedicated to helping you grow your business and help your clients better.

Join Altruist

Lower costs and increase productivity with the only fully-integrated, digital platform for financial advisors.

An all-in-one platform that helps your financial advisor give you a delightful experience with your money.

The way money should feel.

When your financial advisor does their best work, your money could grow up to 3% more each year. 1

What does 3% look like over time?


No advisor


With advisor

Year 1
Growth of $100,000
Year 30

This is why Altruist is only
available through Registered
Investment Advisors.

A licensed professional can set spending
strategies, manage taxes, navigate market
uncertainties, and more, to help you
achieve your financial goals.


But not all advice
is good.

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Advisors who are employees of companies can be limited by the strategies and products they may offer.


Altruist is only available to independent advisors who work exclusively for their clients so there’s no conflict of interest.

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The tools available are often complicated and expensive, which can make it difficult to provide you with the best service possible.

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Your advisor gains access to cutting-edge software at industry-low (or no) cost so your money can grow freely.

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Most advisors mean well but can be overwhelmed with running their business and lose out on valuable time to take care of you.

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Altruist helps your advisor be more efficient by automating manual work, highlighting problem areas, and streamlining operations.

Altruist makes it easy for financial advisors
who care about their clients to deliver a
great experience.

Your super(human)
financial advisor.

We've brought together all the essential
advisor tools into one easy-to-use
platform. This frees up time and enables
your advisor to focus on serving you
even better.

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More efficient

With access to commission-free
fractional shares using Altruist,
your advisor can invest your money
in high-quality assets, no matter
the price.


An all-access pass to your financial future.

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altruist phone app

You get the benefit of a personal
advisor paired with the best parts
of smart technology.

What financial advice should be.

Are you an advisor?

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