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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 426 reference ratings
4.8/5.0 (426)
  • Momentum Leader 2024 2024
    Summer 2024Momentum Leader Award

32Testimonials

  • “Hands down the most listening, actively engaged, caring company I’ve ever experienced. I’ve yet to have an engagement with anyone there that was less than stellar.”

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6 Case Studies

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

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4 Customer Videos

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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.