Looking for an alternative to Schwab? Learn More

Use cases
Product
Customers
Resources

Sign in
Talk to us

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

Grow.

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

20 questions financial advisors should ask in client meetings

How to create a financial advisor meeting script for first-time clients

How to build a team & the impact of talent on growth

4 ways that Financial Advisors can help shrink the wealth gap

How to get your first 100 clients as a new RIA: Part three

How to get your first 100 clients as a new RIA: Part two

How to get your first 100 clients as a new RIA: Part one

The value of benchmarking for financial advisors: top 3 ways to use benchmarking for better client outcomes

Helping clients navigate market volatility

Steve Lockshin on the power of being independent

Bill McNabb and Jason Wenk talk growth strategies and guiding principles for advisors

How financial advisors can create an inclusive space for LGBTQI+ clients

Intentional Financial Planning: A guide to serving your niche

Olympics to financial planning: How to win gold with your clients

9 game-changing Black advisors share how they grew their firms

A proven method for gaining more client referrals for your firm

How humility in leadership can change your financial business

The Financial Advisor's Guide to Client Happiness

Josh Brown: the man behind the legend

altruist-managing-their-money

Why Jeff Ruskin Left His Advisor Over a Lunch

ashit-altruist-1

When a good return just isn't enough

Quit being a salesman

Quit being a salesman, start giving financial advice

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

Clearing & Custody

Digital Account Management
Intraday Rebalancing
Real-Time Data
Enhanced Account Protection

Portfolio Management

Fractional Shares
Model Marketplace
Automated Rebalancing
Direct Indexing

Fee Billing

Custom Schedules
Exceptions and Minimums
Fee Reporting
Co-Branded Invoices

Portfolio Reporting

Performance Communications
Custom Reports
Benchmarks
Analytics

Client Experience

Client Portal
Digital Account Management
Co-Branding
Accessible Information

Advisor Experience

Transition Services
Live Support
Product Roadmap
Bi-Weekly Releases

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 and services 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 securities provided by Altruist Financial LLC.

Check the background of Altruist Financial LLC on FINRA’s BrokerCheck