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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 787 reference ratings
4.8/5.0 (787)

32Testimonials

  • “Man this Altruist and Wealthbox integration is *chefs kiss.* Opened 5 new accounts for new clients with all the information in less than 15 minutes.”

    Anna N'jie-Konte Dare to Dream Planning

  • “We signed up with Altruist, we got approved, like we left on like a Tuesday morning, we left our previous firm — resigned — and I think we opened our …

    Jason Newcomer Dogwood Wealth Management

  • “I actually know the Altruist customer service people by name, and they know me. They ask me about my family. Their personal service would be hard to beat."

    Justin Castelli RLS Wealth
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

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

    Derek Notman Intrepid Wealth Partners

  • Exponential growth and exceptional client service–Firebrand does both

    Amy Barnes Firebrand Wealth
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 1,911,109+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.