Offer clients 5.10% APY with Altruist Cash
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 - All posts

Sign up to receive insightful, actionable,
and relevant content.

Latest Articles

Altruist raises $112m to empower RIAs of any size and scale

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.
04/10/2023
Simply Better Pricing: A Note About Altruist’s Fee Schedule Update.

Simply Better Pricing: A Note About Altruist’s Fee Schedule Update.

An update from Jason Wenk about the simplicity, transparency, and competitive advantage of Altruist's forthcoming fee schedule.
04/11/2024
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
We’re eliminating PAS fees for Altruist brokerage accounts

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.
09/13/2023
What the T3 survey says about the future of custody

What the T3 survey says about the future of custody

Explore the T3 survey's insights on the future of custody: Altruist's rise, advisor shifts, and how modern custodians are reshaping the industry.
01/26/2024
The Next Chapter of Altruist

The Next Chapter of Altruist

Altruist Clearing, built exclusively for RIAs, empowers us to provide maximum value to independent financial advisors.
02/24/2023
Altruist Hires Former Blend CFO to Charter Path to Profitability

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.
06/06/2023
Why we're transitioning to a hybrid work model

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.
08/08/2023
New in August 2023: MoneyGuide sync, multiple account opening, holdings level performance, and more

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
08/23/2023
New in June 2023: eMoney integration, Link held-away accounts, new LLC Corporation client accounts

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
06/22/2023
New in September 2023: Kwanti Integration, Roth Solo 401(k) accounts, PIMCO Models

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
09/22/2023
The 6 defining features of a modern RIA custodian

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.
01/26/2023
New in March 2024: Altruist Cash, digital journaling, beneficiary management improvements, and more.

New in March 2024: Altruist Cash, digital journaling, beneficiary management improvements, and more.

New in March 2024: Altruist Cash, digital journaling, beneficiary management improvements, and more.
03/25/2024
2023 in Review: A Note From Jason Wenk

2023 in Review: A Note From Jason Wenk

Final reflections from Altruist Founder and CEO Jason Wenk on highlights and learnings from 2023 and foreshadowing of the year to come.
12/20/2023
New in November 2023: ACAT tracking, Orion integration, and new marketplace models

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.
11/20/2023
New in January 2024: New house account dashboard, fee billing enhancements, and more.

New in January 2024: New house account dashboard, fee billing enhancements, and more.

New in January 2024 from Altruist: New house account dashboard, fee billing enhancements, and more.
01/25/2024
New in May 2023: Advanced analytics upgrade, Benchmark expansion

New in May 2023: Advanced analytics upgrade, Benchmark expansion

Here's what's new at Altruist in May 2023: Advanced analytic upgrade, Benchmark expansion
05/22/2023
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
New in February 2024: Retirement Trust accounts, Morningstar Wealth integration, and more.

New in February 2024: Retirement Trust accounts, Morningstar Wealth integration, and more.

New in February 2024: Retirement Trust accounts, Morningstar Wealth Integration and more.
02/26/2024
A note from Jason Wenk on Altruist’s acquisition of SSG

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.
03/08/2023
New in October 2023: Redtail integration, expanded joint account types

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
10/20/2023
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
Streamline retirement income management with Altruist + Income Lab

Streamline retirement income management with Altruist + Income Lab

Retirement income planning is best achieved when combining modern, user-friendly technology with comprehensive financial insights.
11/28/2023
How Altruist protects client information

How Altruist protects client information

We take extensive precautions to secure client information with data, infrastructure, and employee-focused safeguards.
07/05/2023
Altruist's CCO on Cash Management after SVB’s collapse

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.
03/14/2023
New in April 2023: Wealthbox sync, Security exclusions, Fund substitutes, Limit orders

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.
04/18/2023
Considering a switch from TDA to Altruist? Get your questions answered

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.
01/18/2023
New in December 2023: RMD report, business account types, ACA integration

New in December 2023: RMD report, business account types, ACA integration

New in December 2023 from Altruist: RMD report, business account types, ACA integration and more. Learn more about it.
12/15/2023
Introducing the Altruist and ByAllAccounts Integration

Introducing the Altruist and ByAllAccounts Integration

Discover the powerful new integration between Altruist and ByAllAccounts® & Morningstar OfficeSM, for financial advisors.
02/26/2024
A  New Standard for Custodian Cash Management

A  New Standard for Custodian Cash Management

Altruist Cash embodies our commitment to meeting the needs of advisors and their clients by delivering an industry-leading 5.10% APY on cash balances.
02/22/2024
Announcing Altruist’s integration with RightCapital

Announcing Altruist’s integration with RightCapital

Making financial planning easier and more powerful for advisors and their clients
04/18/2022
2024 Predictions from The Advisor Journey

2024 Predictions from The Advisor Journey

The Advisor Journey hosts break down their predictions for the advisor space in 2024, including some big changes that could be on the way.
01/25/2024
Becoming a multi-million-dollar RIA

Becoming a multi-million-dollar RIA

Learn how Eighth Wonder Investments is using Altruist to scale and make quality financial advice accessible.
04/13/2022
Best content of 2023

Best content of 2023

A compilation of the best blogs, podcasts, and webinars of 2023... including the incredible Keynote delivered by Bill McNabb at Altruist's inaugural Advisor Summit.
12/21/2023
New in March 2023: Portfolio reporting upgrades, SSG Acquisition, and more

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
03/27/2023
New in February 2023: Altruist Clearing, Co-branding & Holdings reporting

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
02/28/2023
The

The "leap of faith" that paid off

How Altruist is helping Nick Bormann build and grow his RIA.
04/01/2022
Our latest product updates: more powerful performance reporting, practice management, and investment tracking

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.
02/11/2022
Introducing the Altruist + Smartria Integration for trade monitoring

Introducing the Altruist + Smartria Integration for trade monitoring

Discover the powerful new integration between Altruist and Smartria’s all-in-one compliance platform for RIAs.
04/08/2024
Altruism in Financial Advice

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…
01/15/2019