Altruist
altruist.comThe wealth platform built for independent advisors
Finance & Fintechwealth-managementfinancial-advisorscustodianportfolio-managementriaai-assistantfintech
About
Altruist is an AI-forward custodial wealth platform designed for independent registered investment advisors (RIAs). It consolidates account opening, trading, portfolio management, billing, and reporting into a single platform, and includes an AI assistant called Hazel that draws on real-time custodial and CRM data. The platform supports 6,000+ advisors and is regulated by the SEC, FINRA, and OCC.
Problem
Independent financial advisors must juggle multiple disconnected software tools for custody, trading, billing, and reporting, wasting significant time and money.
For
Independent registered investment advisors (RIAs) and wealth management firms
How it works
Altruist provides a unified custodial platform where advisors can open accounts, manage portfolios, automate billing, and access AI-powered insights through its Hazel AI integration with CRM and custodial data.
Business model
subscription
Status
launched
Company
Altruist Corp