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  • 4.7 / 5.0 (2989)
    95+ References
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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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Customer Rating Review Scorebased on 546 reference ratings
4.8/5.0 (546)
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    Summer 2024Momentum Leader Award

32Testimonials

  • “What I like best about Altruist is the fantastic customer support! They also provide me with free* performance reporting, fee billing, and a robust client portal.”

    Trent G.Resilient Financial Planning
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6 Case Studies

  • Why Windle Wealth is moving $150m+ to Altruist before the Schwab conversion

    DJ WindleWindle Wealth
5 more case studiescurrently locked

4 Customer Videos

3 more videoscurrently 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 1,837,107+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.