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  • 4.7 / 5.0 (2989)
    95+ References
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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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Customer Rating Review Scorebased on 549 reference ratings
4.8/5.0 (549)
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    Summer 2024Momentum Leader Award

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 HardyParamount Investment Advisors
31 more testimonialscurrently locked

6 Case Studies

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

    DJ WindleWindle Wealth
5 more case studiescurrently locked

4 Customer Videos

3 more videoscurrently 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 1,839,749+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.