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Altruist

Read 32 Altruist reviews and testimonials from customers, explore 6 case studies and customer success stories, and watch 4 customer videos to see why companies chose Altruist as their RIA Software

Altruist is Build the best version of your firm when you partner with a custodian that brings together critical RIA technology and great customer service. With intuitive software for account opening, trading, reporting, and billing bundled into a streamlined solution, advisors of all sizes are empowered to run the practice they envisioned.

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  • 32 Testimonials View
  • 6 Case Studies View
  • 4 Customer Videos View
Customer Rating Review Score based on 772 reference ratings
4.8/5.0 (772)

32Testimonials

  • “That bar is very high for the average person. I think that's why we're seeing so many people failing financially in America.”

    Nathan Bremer Eighth Wonder Investments

  • “I've said this once and I'll say it again. Altruist has the best customer support I've ever experienced as a financial advisor. This company is gonna disrupt the industry.”

    Max Pashman Pashman Financial

  • “I will work with clients investing $100 a month because I’m so passionate about making sure everyone has access to personalized advice. That’s only possible because of tech like Altruist.”

    Kevin Lum Foundry Financial
31 more testimonials currently locked

6 Case Studies

  • How Kiplinger Wealth Advisors transitioned 500 accounts in one month and is …

    Tyler Purcell Head of Firm Operations

  • Exponential growth and exceptional client service–Firebrand does both

    Amy Barnes Firebrand Wealth

  • How Steward Reduced Client Onboarding Time by 91%

    Ami Shah Chief Executive Officer
5 more case studies currently locked

4 Customer Videos

3 more videos currently locked

Additional Altruist Information & Resources

Read Altruist Reviews, Testimonials & Customer References from 32 real Altruist customers.

Browse Altruist Case Studies, Customer Success Stories, & Customer References from 6 businesses that use Altruist.

Watch Altruist Customer Videos to learn why 4 businesses chose Altruist.

FeaturedCustomers has 1,910,477+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.