What is Altruist?
Altruist is an all-in-one financial advising platform that enables fiduciary advisors to efficiently manage their clients' accounts and operations. The platform provides a fully digital brokerage (Altruist Financial LLC, Member FINRA/SIPC) where advisors can open and fund accounts, invest, manage, report, and bill, all in one centralized location. By offering cutting-edge tools designed to substantially lower the costs of running an advisory business, Altruist aims to make great independent financial advice more affordable and accessible to a wider audience
Highlights
- Fully digital brokerage with integrated account opening, investing, management, reporting, and billing capabilities
- Centralized platform to streamline advisory operations and reduce costs
- Designed to empower fiduciary advisors to provide a better client experience