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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 Wealth Management 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 958 reference ratings
4.8/5.0 (958)

32Testimonials

  • “Works like a champ - Just opened up three accounts in less than a minute.”

    David Hicks Oakmont Advisory

  • “What I appreciate about the user interface is how clean it is. No distractions, no anxiety, so that I can stay focused on my goal right till the very end. …

    Beck Bode, LLC

  • “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

  • Firebrand Wealth cuts onboarding from 3-4 weeks to minutes with Altruist

    Amy Barnes Firebrand Wealth

  • Intrepid Wealth Partners reduces client fees by 10-50% with Altruist

    Derek Notman Intrepid Wealth Partners

  • Eighth Wonder Investments goes fully digital and onboards in 5 business days …

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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.

FeaturedCustomers has 2,129,522+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.