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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 745 reference ratings
4.8/5.0 (745)
  • Summer 2024 Momentum Leader Award

32Testimonials

  • “Love the speed at which you can open accounts and the user interface is fantastic!”

    Ben Reynoso FCG Wealth

  • “Altruist makes it so easy to get up and running by providing a great platform and excellent customer service.”

    Jody Holt HWM

  • “I opened an IRA with a client on the phone with me. in under 5 minutes including Beneficiaries and Trusted Contacts.”

    Curtis Bailey Quiet Wealth
31 more testimonials currently locked

6 Case Studies

  • How Steward Reduced Client Onboarding Time by 91%

    Ami Shah Chief Executive Officer

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

    Tyler Purcell Head of Firm Operations

  • Derek Notman increased revenue while saving clients up to 50%

    Derek Notman Intrepid Wealth Partners
5 more case studies currently locked

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.

FeaturedCustomers has 1,906,796+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.