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Why Windle Wealth is moving $150m to Altruist
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Altruist raises $112m to empower RIAs of any size and scale
To help larger firms save time, reduce costs, and grow faster, we are expanding capabilities across automation, personalization, and integration.
The Next Chapter of Altruist
Altruist Clearing, built exclusively for RIAs, empowers us to provide maximum value to independent financial advisors.
A note from Jason Wenk on Altruist’s acquisition of SSG
Altruist acquires Shareholders Service Group to expand the mission of access to excellent independent financial advice.
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 & money with Altruist.
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.
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.
Altruist's CCO on Cash Management after SVB’s collapse
Altruist's CCO answers questions about SVB and provides solutions for advisors and clients to optimize cash management.
We’re eliminating PAS fees for Altruist brokerage accounts
Advisors who custody with Altruist accounts now get PAS, reporting, fee billing, and a modern client portal at no additional cost.
The 6 defining features of a modern RIA custodian
A modern custodian offers RIAs seamless client onboarding, exceptional support alongside a dedicated transition team, and a fully integrated tech stack.
Considering a switch from TDA to Altruist? Get your questions answered
TDA advisors facing the Schwab transition should consider Altruist. Switching is easy, you get support from real people, and we don't compete for clients.
New in August 2023: MoneyGuide sync, multiple account opening, holdings level performance, and more
Here's what's new at Altruist in August 2023: MoneyGuidePro sync, multiple account opening, holdings level performance, and more
New in February 2023: Altruist Clearing, Co-branding & Holdings reporting
Here's what's new at Altruist in February 2023: Altruist Clearing, Co-branding, & Holdings reporting
Why we're transitioning to a hybrid work model
Altruist is transitioning to a hybrid approach where the majority of employees will work from an Altruist office three days per week.
New in June 2023: eMoney integration, Link held-away accounts, new LLC Corporation client accounts
Here's what's new at Altruist in June 2023: Advanced analytic upgrade, Benchmark expansion
Altruist Hires Former Blend CFO to Charter Path to Profitability
Altruist, the modern custodian built exclusively for RIAs, announces the appointment of Marc Greenberg as the firm’s Chief Financial Officer.
New in September 2023: Kwanti Integration, Roth Solo 401(k) accounts, PIMCO Models
Here's what's new at Altruist in September 2023: Kwanti Integration, Roth Solo 401(k) accounts, PIMCO Models
New in May 2023: Advanced analytics upgrade, Benchmark expansion
Here's what's new at Altruist in May 2023: Advanced analytic upgrade, Benchmark expansion
New in March 2023: Portfolio reporting upgrades, SSG Acquisition, and more
Here's what's new at Altruist in March 2023: Portfolio reporting upgrades, SSG Acquisition, and more
New in April 2023: Wealthbox sync, Security exclusions, Fund substitutes, Limit orders
New at Altruist in April 2023: Wealthbox sync, Security exclusions, Fund substitutes, Limit orders.
New in November 2023: ACAT tracking, Orion integration, and new marketplace models
Here's what's new at Altruist in November 2023: RMD report, ACAT tracking, Orion integration, and new models in the Altruist Model Marketplace.
New in October 2023: Redtail integration, expanded joint account types
Here's what's new at Altruist in October 2023: Redtail integration, expanded joint account types, and more
Announcing Altruist’s integration with RightCapital
Making financial planning easier and more powerful for advisors and their clients
How Altruist protects client information
We take extensive precautions to secure client information with data, infrastructure, and employee-focused safeguards.
Streamline retirement income management with Altruist + Income Lab
Retirement income planning is best achieved when combining modern, user-friendly technology with comprehensive financial insights.
Becoming a multi-million-dollar RIA
Learn how Eighth Wonder Investments is using Altruist to scale and make quality financial advice accessible.
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.
The "leap of faith" that paid off
How Altruist is helping Nick Bormann build and grow his RIA.
Our latest product updates: more powerful performance reporting, practice management, and investment tracking
Read about how Altruist is expanding its capabilities through reporting, practice management, and investment tracking.
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.
Altruism in Financial Advice
The financial advice industry is crowded with people and companies that claim to do the right thing. But, let’s be real, that’s not what most people are feeling. For whatever reason, those who have…
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