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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 832 reference ratings
4.8/5.0 (832)

32Testimonials

  • “I've said this once and I'll say it again. Altruist has the best customer support I've ever experienced as a financial advisor. This company is gonna disrupt the industry.”

    Max Pashman Pashman Financial

  • “I will work with clients investing $100 a month because I’m so passionate about making sure everyone has access to personalized advice. That’s only possible because of tech like Altruist.”

    Kevin Lum Foundry Financial

  • “Hands down the most listening, actively engaged, caring company I’ve ever experienced. I’ve yet to have an engagement with anyone there that was less than stellar.”

    Jeremy Walter Calibrating Capital
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

  • How Steward Reduced Client Onboarding Time by 91%

    Ami Shah Chief Executive Officer
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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 1,924,476+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.