Reduce client taxes with TaxIQ. Learn More.
Back
Use cases
go independent
Go independent
Everything you need to become an RIA
Scale your RIA
Scale your RIA
Eliminate inefficiencies with automation
increase profitability
Increase profitability
Lower fees for you and your clients
Start up
Start up
Bring critical tech under one roof
Essential tools on a scalable, open platform.
Product
portfolio_mng
Portfolio Management
Drive better client outcomes
porfolioreporting
Portfolio Reporting
Present data effortlessly
modelmarket
Model Marketplace
Stop overpaying your TAMP
Altruist Cash nav icon
Altruist Cash
Offer industry-leading APY
user_icon
Client Experience
Exceed expectations
FeeBilling
Fee Billing
Accommodate any billing arrangement
Group
Advisor Experience
Enjoy a new standard of support
integrations
Integrations
Unlock productivity
Clearing and Custody
Eliminate your biggest pain points by partnering with the modern custodian built exclusively for RIAs.
Learn more
Blog
See all blogs
becomeRIA
Become an RIA
Launch your new firm with ease
marketing
Marketing
Grow faster with best practices
scale
Scale
Technology, process, people
advisory
Advisory
Drive better client outcomes
Company
Company Insights
Everything newsworthy at Altruist
Original content
podcast
Podcasts
Never miss an episode
Group 88541
Webinars
Catch our latest conversation
Get stellar customer service and software — all in one streamlined solution. Explore product
Case Study
Learn more
WindleWealth3
Why Windle Wealth is moving $150m to Altruist

Learn more about DJ Windle's decision to take his business from TDA to Altruist.

See for yourself
explore product
Take a self-guided tour
Get time savings and personalization without the 50+ bps price tag. Explore product
E-books
The Road to 100 Million-2
Road to $100 Million
5 strategies to accelerate your growth
Custodian Buyers Guide Nav Graphic
Custodian Buyer's Guide
Everything you need to know
RIA Launch Kit-3
RIA Launch Kit
Your guide to going independent
The 8-Week Roadmap to a Killer Financial Advisor Event-1
8-Week Advisor Event Roadmap
Plan and execute client-generating events

Company Insights

Stay informed about the latest news and releases
at Altruist, the all-in-one custodian built for RIAs.

Case Studies

The 'Little Things' That Helped This $480M Firm Choose Altruist

The 'Little Things' That Helped This $480M Firm Choose Altruist

Learn how Financial Plans & Strategies, a $480M firm, delivers exceptional client outcomes, builds strong relationships, and leverages Altruist for growth.
08/28/2024
Faster Client Onboarding, Better Tools — A Chat with A.J. Toce

Faster Client Onboarding, Better Tools — A Chat with A.J. Toce

Advisor A.J. Toce takes us through his journey from repairing iPhones to founding Toce Financial Group, transitioning clients to Altruist, and streamlining services with efficient tools.
06/17/2024
Exponential growth and exceptional client service–Firebrand does both.

Exponential growth and exceptional client service–Firebrand does both.

See how Amy Barnes is able to sustain new client momentum and rapid firm growth with lightning-fast onboarding and highly efficient portfolio management.
11/20/2023
How Steward Reduced Client Onboarding Time by 91%

How Steward Reduced Client Onboarding Time by 91%

Learn how Ami Shah reduced end-to-end onboarding by 11 hours -- and the impact of having significantly more time to give back to the people she serves.
11/20/2023
Why Windle Wealth is moving $150m+ to Altruist before the Schwab conversion

Why Windle Wealth is moving $150m+ to Altruist before the Schwab conversion

Learn why Windle Wealth is moving $150m of client assets from TD Ameritrade to Altruist before the impending Schwab conversion.
05/22/2023
Derek Notman increased revenue while saving clients up to 50%

Derek Notman increased revenue while saving clients up to 50%

Since switching to Altruist, Derek Notman has reduced clients’ fees by 10-50% while increasing his firm’s earnings.
09/29/2022
How Kiplinger Wealth Advisors transitioned 500 accounts in one month (and is now saving $140,000 a year with Altruist)

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

RIAs care about growth, efficiency, and profitability. See why this firm sought a new custody solution, and how they're saving time & and money with Altruist.
09/06/2022
New call-to-action