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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 933 reference ratings
4.8/5.0 (933)

32Testimonials

  • “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

  • “Digital ACATS, digital account opening, simple bank connection, smartphone app make the platform a breeze to use for end clients.”

    Matthew Fox Ithaca Wealth Management

  • “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
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6 Case Studies

  • How Steward Reduced Client Onboarding Time by 91%

    Ami Shah Chief Executive Officer

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

    Derek Notman Intrepid Wealth Partners

  • How Eighth Wonder Investments is using Altruist to scale and make quality …

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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 2,123,303+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.