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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.
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OnboardingStreamline client onboarding for financial services with onboarding software from Altruist.
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Fully paid lendingWith Altruist’s Fully Paid Lending program, clients can earn income on eligible stock positions they already own.
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TradingStocks, ETFs, fixed income, and structured products—on one seamless platform built around your firm, and how you work.
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Fee billingUse our RIA fee billing software to get simplified, efficient, and full-service fee billing place.
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Portfolio reportingAltruist's RIA performance reporting software generates thorough, digestible portraits of client performance with just a few clicks.
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SecurityLearn about Altruist's approach to being a custodian and what specific measures are in place to protect and secure client assets.
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AlternativesGet everything you need to offer alternative investments, including discovery, subscriptions, and custody, in one place.
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Tax managementAltruist offers tax management software with automated tax-loss harvesting to help advisors manage taxes across portfolios.
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Donor-advised fundsOpen and manage donor-advised funds on Altruist, alongside every other account in a household.
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Personalized indexingAlign portfolios with client values in a few clicks and rely on trusted values screens powered by Smartleaf and MSCI.
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Model marketplaceAltruist’s Model Marketplace is a TAMP alternative that helps advisors outsource portfolio research and implementation at a fraction of the cost.
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Options15 less than Fidelity and Schwab.
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High-yield cashOpen a high-yield cash account today and get fast account opening, easy access, zero minimums, no annual fees, and unlimited transfers.
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SBLOCSBLOC with Altruist is the flexible, low-interest way to offer liquidity to your clients, whilekeeping their investments working.
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MarginWith margin loans on Altruist, get same-day cash for clients at industry-low interest rates ranging from 5.0%–6.25%.
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AltruistSave 13 weeks and thousands on software costs every year with Altruist.
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Marketing & Ads

GoogleAltruist Corp
Original ad ↗
Ad creativeFirst shown May 27, 2026 · Last shown Nov 10, 2026

Landing page unavailable: the ad source did not supply a destination URL.

GoogleAltruist Corp
Original ad ↗
Ad creativeFirst shown May 27, 2026 · Last shown Nov 10, 2026

Landing page unavailable: the ad source did not supply a destination URL.

GoogleAltruist Corp
Original ad ↗
Ad creativeFirst shown May 27, 2026 · Last shown Nov 10, 2026

Landing page unavailable: the ad source did not supply a destination URL.

GoogleAltruist Corp
Original ad ↗
Ad creativeFirst shown May 27, 2026 · Last shown Nov 10, 2026

Landing page unavailable: the ad source did not supply a destination URL.

GoogleAltruist Corp
Original ad ↗
Ad creativeFirst shown May 27, 2026 · Last shown Nov 10, 2026

Landing page unavailable: the ad source did not supply a destination URL.

LinkedInAltruist
Original ad ↗
Explore the Hazel Tax Planning Agent

Explore the Hazel Tax Planning Agent

Hazel can help advisors complete tax plans faster than traditional tax planning software, allowing them to increase the number of tax plans they complete each season. Book a demo with the Hazel team to see how the Hazel Tax Planning Agent could help your firm.

Request Demo

Landing page unavailable: the ad source did not supply a destination URL.

LinkedInAltruist
Original ad ↗
Explore the Hazel Tax Planning Agent

Explore the Hazel Tax Planning Agent

The Hazel Tax Planning Agent can help advisors unravel tough tax planning challenges in minutes. Book a demo with our team to what it can do.

Request Demo

Landing page unavailable: the ad source did not supply a destination URL.

GoogleAltruist Corp
Original ad ↗
Ad creativeFirst shown Feb 12, 2026 · Last shown Nov 10, 2026

Landing page unavailable: the ad source did not supply a destination URL.

GoogleAltruist Corp
Original ad ↗
Ad creativeFirst shown May 6, 2026 · Last shown Nov 10, 2026

Landing page unavailable: the ad source did not supply a destination URL.

GoogleAltruist Corp
Original ad ↗
Ad creativeFirst shown May 6, 2026 · Last shown Nov 10, 2026

Landing page unavailable: the ad source did not supply a destination URL.

LinkedInAltruist
Original ad ↗
Explore the Hazel Tax Planning Agent

Explore the Hazel Tax Planning Agent

Hazel automatically ingests and synthesizes data from financial documents, client meetings, and more. Book a demo with our team to find out how fast you can move when manual data entry isn't holding you back.

Request Demo

Landing page unavailable: the ad source did not supply a destination URL.

GoogleAltruist Corp
Original ad ↗
Ad creativeFirst shown May 6, 2026 · Last shown Nov 10, 2026

Landing page unavailable: the ad source did not supply a destination URL.

GoogleAltruist Corp
Original ad ↗
Ad creativeFirst shown May 15, 2026 · Last shown Nov 10, 2026

Landing page unavailable: the ad source did not supply a destination URL.

GoogleAltruist Corp
Original ad ↗
Ad creativeFirst shown May 15, 2026 · Last shown Nov 10, 2026

Landing page unavailable: the ad source did not supply a destination URL.

GoogleAltruist Corp
Original ad ↗
Ad creativeFirst shown May 27, 2026 · Last shown Nov 10, 2026

Landing page unavailable: the ad source did not supply a destination URL.

LinkedInAltruist
Original ad ↗
Explore offerings

Explore offerings

Private equity, real estate, and infrastructure sit in the same client accounts as everything else—so you can sign, custody, report, and bill in one place.

Learn more

Landing page unavailable: the ad source did not supply a destination URL.

LinkedInAltruist
Original ad ↗
No AUM minimums

No AUM minimums

Choosing your next custodian? Advisors rated Altruist the #1 custodian in 2026 according to the T3/Inside Information Software Survey, with no AUM minimums and digital onboarding that takes minutes, not days.

Learn more

Landing page unavailable: the ad source did not supply a destination URL.

LinkedInAltruist
Original ad ↗
Explore the Hazel Tax Planning Agent

Explore the Hazel Tax Planning Agent

When unexpected tax planning issues arise, Hazel can help you course-correct in minutes. Book a demo with our team to see how.

Request Demo

Landing page unavailable: the ad source did not supply a destination URL.

LinkedInAltruist
Original ad ↗
No AUM minimums

No AUM minimums

Thinking about a custodian change? Hear how fast the move to Altruist can be.

Learn more

Landing page unavailable: the ad source did not supply a destination URL.

LinkedInAltruist
Original ad ↗
No AUM minimums

No AUM minimums

Choosing your next custodian? Advisors rated Altruist the #1 custodian in 2026 according to the T3/Inside Information Software Survey, with no AUM minimums and digital onboarding that takes minutes, not days.

Learn more

Landing page unavailable: the ad source did not supply a destination URL.

Website marketing

Demo - Altruist ↗

See custody, account opening, trading, portfolio management, billing, and reporting running in one live walkthrough.

Observed Nov 10, 2026

Contact - Altruist ↗

Support resources for advisors and clients using the Altruist portal. Help center articles, contact information, and more.

Observed Nov 10, 2026

New pages

Brand colors & fonts

Observed website styles · partial · Nov 11, 2026

KMR Waldenburg

body · declared in stylesheet · 400, 700, 900

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Oceanic

heading · declared in stylesheet · 450

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KMR Waldenburg

heading · declared in stylesheet · 400, 700, 900

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KMR Waldenburg

other · declared in stylesheet · 400, 700, 900

Fallback: system-ui, sans-serif

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Oceanic

other · declared in stylesheet ·

Fallback: system-ui, sans-serif

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KMR Waldenburg

ui · declared in stylesheet · 400, 700, 900

Fallback: system-ui, sans-serif

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Disclaimer: These samples are not verified official brand guidelines or a complete palette. Previews use system fonts; font licensing, reuse and redistribution rights are unverified. Font URLs are evidence only. Actual rendering and loaded fonts may differ; displayed font names may be simplified.

Collection details

CSS declarations only; browser rendering, cascade, active theme, loaded fonts and official brand guidelines have not been verified. Generated font aliases are normalized for display; exact declarations remain in cssFamily. Colors are semantic declaration samples, not an exhaustive palette. Font asset URLs are evidence only; license and redistribution rights are unknown.

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