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Stronger relationships. Better outcomes.

Switch to the platform of choice for RIAs who want modern technology, lower fees, and more time to do the real work of advising clients.

See if you’re a fit

We’re the #1 custodian advisors consider when making a change from Charles Schwab.1

1Based on the 2024 T3/Inside Information Software Survey. Altruist did not pay for this recognition.

Are you building a high-growth, client-centric, tech-forward RIA?

Leave legacy frustrations behind with the custodian that brings onboarding, funding, trading, portfolio management, billing, and reporting into the modern world.

Fast Onboarding

Start on the right foot with our consolidated, industry-defining workflow.

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Better Portfolio
Management

Invest your way, with built-in cost efficiencies for clients and time-saving benefits for advisors.

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Streamlined Operations

Automate the administrative workflows that keep your business running smoothly.

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Benefits that compound for advisors and clients.

Better Performance

Features like automated rebalancing and fractional shares help improve client outcomes.

Lower Fees

Pass savings onto your clients while better supporting your own business.

More Time

Slash time spent on admin and get back to helping clients and growing your firm.

Your custodian at any stage.

Some of our customers have millions in AUM. Others have billions. Our scalable, open platform can help your RIA no matter the size.

See if you’re a fit
Breakaway Advisors

Get started quickly

(with no paperwork).

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Established
RIAs

Drive better client outcomes
(with less busywork).

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Enterprise
RIAs

Scale faster at lower costs

(with a modern custodian).

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Breakaway Advisors

Get started quickly

(with no paperwork).

Explore

Established
RIAs

Drive stronger client outcomes.
(with less busywork).

Explore

Enterprise
RIAs

Scale faster at lower cost
(with a modern custodian).

Explore

“If I could tell advisors that are nervous to transition one thing: with Altruist, it’s not what you are used to. It’s a whole new world.”

Tyler Purcell, Balance Wealth

This testimonial was given by a current client. 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 using services made available by our registered investment adviser (Altruist LLC). 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 the 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.

“It blows my mind when advisors hesitate to switch. Altruist moves faster, offers better service, and actually listens. We don’t have to fight with outdated systems or wait on hold forever. It just works.”

Joe F. Schmitz Jr., CFP®, ChFC®, CKA®, Peak Retirement Planning

This testimonial was given by a current client. 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 using services made available by our registered investment adviser (Altruist LLC). 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 the promoting advisor’s advisory program brochures, available at adviserinfo.sec.gov. This testimonial may not represent the experience of others and it is not a guarantee of results.

“Opening accounts in minutes and funding them in days instead of weeks… it’s just a no-brainer. With paper-based custodians, it’s like stepping back in time.”

Jon Henderson, CFP®, CRPC®, CBDA Echo45 Advisors

This testimonial was given by a current client. 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 using services made available by our registered investment adviser (Altruist LLC). 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 the 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.

4,900+ advisors rely on us.

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We keep
assets safe.

We protect your clients’ assets with comprehensive insurance coverage, FINRA and SEC regulation, and other safeguards.

Our tech
is secure.

We use independent auditors to examine our systems and controls to ensure they meet the latest AICPA standards.

We’re built
to last.

We’re built and backed by industry veterans who are focused on achieving consistent, stable growth and long term outcomes.

You’re invited.

Join us for ongoing learning, product collaboration, and connection with other advisors.

August 25 – 27, 2025

Altruist Academy NYC

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Event Replay

Office Hours with Jason Wenk and Dan Skiles: Q2 2025

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Office Hours Q2 2025

August 25 – 27, 2025

Altruist Academy NYC

Learn more
Office Hours Q2 2025

Event Replay

Office Hours with Jason Wenk and Dan Skiles: Q2 2025

Watch replay

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We are all Altruists.

“I onboarded a family the other night and you could hear the sigh of relief. The whole process is so much simpler.”

Ami Shah, CFP®, Steward

This testimonial was given by a current client. 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 using services made available by our registered investment adviser (Altruist LLC). 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 the 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.

“Choosing Altruist to help me serve the sort of people I’ve known my whole life in rural Kansas was a no-brainer.”

Bonnie Maize, JD, CFP®, AIF®, AFC®, Maize Financial

This testimonial was given by a current client. 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 using services made available by our registered investment adviser (Altruist LLC). 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 the 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.

“I will work with clients investing $100 a month because I’m so passionate about making sure everyone has access to personalized advice. That’s only possible because of tech like Altruist.”

Kevin Lum, CFP®, Foundry Financial

This testimonial was given by a current client. 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 using services made available by our registered investment adviser (Altruist LLC). 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 the promoting advisor’s advisory program brochures, available at adviserinfo.sec.gov. This testimonial may not represent the experience of others and it is not a guarantee of results.