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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 848 reference ratings
4.8/5.0 (848)

32Testimonials

  • “It was very easy to get setup and open accounts and the team has been very helpful in answering any questions and setting expectations. Very Happy!”

    Chris Hardy Paramount Investment Advisors

  • “Just returned from an incredible couple of days with my peers at the Altruist Academy What. An. Experience. If you get the chance to go run, don't walk. Special thanks …

    Ryan Kilkenny Atomic Planning

  • “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
31 more testimonials currently locked

6 Case Studies

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

    Derek Notman Intrepid Wealth Partners

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

    DJ Windle Windle Wealth

  • 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 1,946,161+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.