Altruist
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Altruist is on a mission to make great independent financial advice more efficient, affordable, and accessible. The company’s all-in-one financial advising platform provides fiduciary advisors with cutting-edge tools designed to substantially lower costs to operating their business. Advisors can open and fund accounts, invest, manage, report, and bill, all in one place. A fully digital brokerage (Altruist Financial LLC, Member FINRA/SIPC), Altruist empowers advisors to do their best work and help ensure clients have a better experience with their money. Founded in 2018 by CEO Jason Wenk, Altruist launched its platform in late 2020.
Watch your firm thrive while Hazel writes follow-up emails, parses documents, does in-depth meeting prep, transcribes notes, integrates with your CRM, answers complex questions about your practice, and more.
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Michael R.
Independent Financial Advisor. Socially Conscious Financial Planning & ESG Investing. Host of Wealth Redefined® podcast.A Game-changer for RIAs
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What is Altruist?
Altruist is a financial technology company that offers a commission-free, integrated digital platform for financial advisors. The platform aims to streamline and modernize the process of managing clients' portfolios by providing tools for account opening, portfolio management, reporting, and more. Altruist's goal is to make financial advising more accessible and efficient by using technology to reduce costs and enhance the user experience for both advisors and their clients. The company is dedicated to enabling financial advisors to offer better services and achieve improved outcomes for their clients.