Focus 100% on growth.

Open, fund, transfer, trade, rebalance, report, and bill on a platform built to serve RIAs of all sizes.

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The first $10m is a grind.

Tech is expensive and marketing budgets are tight.

scale

Your custodian should make it easier.

Unfortunately, early stage firms are woefully underserved by legacy options.

$0

For the first 100 accounts at Altruist. Additional brokerage fees may apply, see details on our Legal page.

5min

Our SLA for live chat support. With real people (not robots).

$5k

In covered costs towards WealthBox and Right Capital when you bring $5M in AUM onto Altruist. Terms apply, see details here.

Features built for early stage firms

account types

Digital Account Management

Open, fund, and transfer accounts quickly, without paperwork or statements.

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invoicing

Automated Fee Billing

Simplify invoicing with flexible, automated schedules or one-offs.

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portfolio vs benchmark comparison

Integrated Reporting

Visualize data like time-weighted returns and net deposits over time.

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Live Chat Support

Get questions answered fast with great support from real people.

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commission-free fractional shares

Fractional Shares

Offer clients $0 commissions on US equities, ETFs, and Warrants.

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model allocation

Portfolio Management Tools

Deploy strategies built with both custom portfolios and marketplace models.

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Automated Rebalancing

Define cash management goals and rebalance based on events or drift.

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Submit your application today

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Get up to speed with a partner
(not another service provider).

Launch and scale your firm with a custody solution that is built for growth-minded RIAs.

Say goodbye to roadblocks like custodian-imposed minimums, excessive admin fees, and expensive add-on tech.

all-in-one financial advisor platform

Treat clients to the digital experience they’ve come to expect by putting their finances at their fingertips.

text between client and advisor

Stop wasting time on hold with customer support. Enjoy great chat-based service, regardless of current AUM.

live chat support

Support client accounts of all sizes with commission-free fractional share trading, flexible billing, and the freedom to set your own minimums.

Altruist product screen

Everything you need to get your firm up and running for $1 per account per month. And the first 100 accounts are free.

Keep in mind, other brokerage service fees may apply on your client's assets. Please see our fee schedule on our Legal page to learn more.

Talk with our new RIA experts

Submit your application today

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Prioritize growth.

Build your firm with Altruist and get the service and tech you’ve been looking for.

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