Altruist

altruist.com ↗

The AI-forward wealth platform and custodian that unifies account opening, trading, portfolio management, billing, and reporting. Altruist's RIA performance reporting software generates thorough, digestible portraits of client performance with just a few clicks. Altruist offers tax management software with automated tax-loss harvesting to help advisors manage taxes across portfolios.

Products

HazelDeploy AI agents that handle financial planning, admin, and client work faster than humanly possible.

Source ↗Product page ↗

OnboardingStreamline client onboarding for financial services with onboarding software from Altruist.

Source ↗Product page ↗

Fully paid lendingWith Altruist’s Fully Paid Lending program, clients can earn income on eligible stock positions they already own.

Source ↗Product page ↗

TradingStocks, ETFs, fixed income, and structured products—on one seamless platform built around your firm, and how you work.

Source ↗Product page ↗

Fee billingUse our RIA fee billing software to get simplified, efficient, and full-service fee billing place.

Source ↗Product page ↗

Portfolio reportingAltruist's RIA performance reporting software generates thorough, digestible portraits of client performance with just a few clicks.

Source ↗Product page ↗

SecurityLearn about Altruist's approach to being a custodian and what specific measures are in place to protect and secure client assets.

Source ↗Product page ↗

AlternativesGet everything you need to offer alternative investments, including discovery, subscriptions, and custody, in one place.

Source ↗Product page ↗

Tax managementAltruist offers tax management software with automated tax-loss harvesting to help advisors manage taxes across portfolios.

Source ↗Product page ↗

Donor-advised fundsOpen and manage donor-advised funds on Altruist, alongside every other account in a household.

Source ↗Product page ↗

Personalized indexingAlign portfolios with client values in a few clicks and rely on trusted values screens powered by Smartleaf and MSCI.

Source ↗Product page ↗

Model marketplaceAltruist’s Model Marketplace is a TAMP alternative that helps advisors outsource portfolio research and implementation at a fraction of the cost.

Source ↗Product page ↗

Options15 less than Fidelity and Schwab.

Source ↗Product page ↗

High-yield cashOpen a high-yield cash account today and get fast account opening, easy access, zero minimums, no annual fees, and unlimited transfers.

Source ↗Product page ↗

SBLOCSBLOC with Altruist is the flexible, low-interest way to offer liquidity to your clients, whilekeeping their investments working.

Source ↗Product page ↗

MarginWith margin loans on Altruist, get same-day cash for clients at industry-low interest rates ranging from 5.0%–6.25%.

Source ↗Product page ↗

AltruistSave 13 weeks and thousands on software costs every year with Altruist.

Product page ↗

RedditSep 17, 2026