Altruist References Capped?

Access even more references from these marketplace competitors

Work at
Altruist?
Upgrade Profile
  • 4.7 / 5.0 (3075)
    95+ References
  • 4.8 / 5.0 (587)
    56+ References
  • 4.8 / 5.0 (430)
    15+ References
Back to Profile

Altruist Testimonials

  • “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 ShahChief Executive Officer

  • “First of all, I absolutely loved the welcome gift you sent me. What a nice surprise! I like how simple and streamlined everything is, and I just took a client through the account opening process and it was so easy and straightforward. It's nice to be using a system that was actually designed for the 21st century.”

    Mason StaffordStafford Planning
  • currently locked
  • Reference Rating
    4.7 / 5.0
    Customer References95 total
    About

    Addepar is the financial operating system that brings common sense and data-driven investing to their financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system.

    Visit profile
  • Reference Rating
    4.7 / 5.0
    Customer References56 total
    About

    Black Diamond Wealth Platform is an award-winning, cloud-native solution designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an immersive client portal, and more, the platform also connects to a vast ecosystem of smart integrations. In addition, proactive, personalized attention from a dedicated service team ensures advisors receive access to an elite combination of technology and service.

    Visit profile
  • Reference Rating
    4.7 / 5.0
    Customer References15 total
    About

    Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Their tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.

    Visit profile
Work at Altruist ? Upgrade your profile to unlock all your customer references and remove these competitors
  • currently locked
  • currently locked
  • currently locked
  • currently locked
  • currently locked
  • currently locked
  • currently locked
  • currently locked
  • currently locked
  • currently locked
  • currently locked
  • currently locked
FeaturedCustomers has 1,863,178+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.