Altruist acquires Shareholders Service Group - Learn more

Use cases
Products
- Features
- Explore Product
Resources
- Blog
- Webinars
- Podcasts

Find an advisor
Sign in
Talk to us

Use cases
Products
- Features
- Explore Product
Resources
- Blog
- Webinars
- Podcasts
Find an advisor
Sign in
Talk to us

Grow.

All
Advisor Marketing
How to Start an RIA
Scaling Your RIA
Altruist Podcasts
What's New

Altruist and Shareholders Service Group

A note from Jason Wenk on Altruist’s acquisition of SSG

March 15, 2023

New call-to-action

New call-to-action

Popular
All

Blog Feature

Cash Management in the wake of Silicon Valley Bank’s collapse

Blog Feature

Product | What's New

New in February 2023: Altruist Clearing, Co-branding & Holdings reporting

Blog Feature

The Next Chapter of Altruist

Blog Feature

Managing Their Money Product

Better portfolio construction with Unified Managed Accounts

Blog Feature

How Derek Notman increased revenue while saving clients up to 50%

Blog Feature

How Kiplinger Wealth Advisors transitioned 500 accounts in one month (and is now saving $140,000 a year with Altruist)

Product What's New

New in February 2023: Altruist Clearing, Co-branding & Holdings reporting

employee of a modern ria custodian

Industry Scaling Your RIA

The 6 defining features of a modern RIA custodian

Industry Scaling Your RIA

3 insights on the current state of the RIA industry

Get updates sent directly to your inbox.

About Us
Careers
Contact
Blog
Podcasts
Webinars

Use Cases

Go Independent
Scale Your RIA
Increase Profitability
Start an RIA

Account Management

Digital Account Opening
Digital Account Funding
Digital ACATs
Bulk Transfers

Brokerage

Custom Portfolios
Fractional Shares
Model Marketplace
Automated Rebalancer

Practice Management

Portfolio Reporting
Fee Billing
Client Portal
Customer Service

Security
Privacy Policy
Terms
Sitemap
Legal

Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more.

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Clearing and custody of all securities are provided by Apex Clearing Corporation or Altruist Financial LLC.

Check the background of Altruist Financial LLC on FINRA’s BrokerCheck: https://brokercheck.finra.org/