Altruist References Capped?

Access even more references from these marketplace competitors

Work at
Altruist?
Upgrade Profile
  • 4.8 / 5.0 (1941)
    17+ References
  • 4.8 / 5.0 (577)
    15+ References
  • 4.8 / 5.0 (1693)
    55+ References

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.

Show more
Category:
  • 32 Testimonials View
  • 6 Case Studies View
  • 4 Customer Videos View
Customer Rating Review Score based on 814 reference ratings
4.8/5.0 (814)

32Testimonials

  • “Service levels are excellent, the platform is so well-designed that I probably have fewer service requests, and it's nice to see what additional features are coming down the pike as …

    Dennis Delphenich Capitol Port Advisors

  • “It’s been awesome partnering with Altruist! What I’m loving about Altruist: An advisor is an advisor no matter how small. Transparent feature requests & roadmap. They actually listen."

    Donovan Brooks Prospurpose Wealth

  • “One of my top priorities is to bring down costs for the families I serve. That requires spending more time on high-value activities Paperwork does not fall into this category.”

    Ami Shah Chief Executive Officer
31 more testimonials currently locked

6 Case Studies

  • 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

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

    Tyler Purcell Head of Firm Operations
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 1,911,840+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.