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Altruist logoA
Portfolio & Custody

Altruist

Modern portfolio management and custody for RIAs.

"Altruist is a modern, integrated platform designed for independent Registered Investment Advisors (RIAs). It combines portfolio management, custody, reporting, and billing into a single, streamlined solution, enabling advisors to reduce operational overhead and enhance client service."

Launch Product Page
Consensus Grade
A
92/100 Confidence
Institutional Verified
Market Position
Ranked #169 in Portfolio & Custody
Validated Adoption
39 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Integrated portfolio management and custody
Automated billing and reporting
Client portal and mobile app
Commission-free trading
Model portfolios and rebalancing

Primary Use Cases

Portfolio management and rebalancing
Client communication and reporting
Automated billing and fee calculation
Compliance monitoring
Trading and order management

Agentic Intelligence Briefing

"Altruist provides RIAs with a unified platform for portfolio management and custody, streamlining operations and improving client engagement."

Automated portfolio managementRebalancingTax-loss harvestingFee billingSmart order routing
Real-time Forensic Synthesis

Competitive Strengths

Modern and intuitive platform
Integrated portfolio management and custody
Streamlined client onboarding
Competitive pricing
Focus on automation

Adoption Hazards

Relatively newer platform compared to established custodians
Potential limitations for highly complex or specialized investment strategies
Limited integrations compared to larger platforms

Stack Compatibility Profile

How Altruist integrates into institutional RIA stacks.

39 Firms Analyzed
Nitrogen Wealth
79%
Stack Correlation
Riskalyze Online
77%
Stack Correlation
Bloomberg Tax (BNA)
64%
Stack Correlation
Elements Financial Planning
59%
Stack Correlation
Advisor Websites (Responsive)
59%
Stack Correlation
NDEX
56%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking modern, integrated technology
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Unknown
Profile Completeness
100%

Consider Also

1Schwab Advisor Center
2Fidelity Wealthscape
3TD Ameritrade Institutional (Schwab)
4Interactive Brokers Advisor Portal

Value Proposition

"Altruist offers RIAs a modern, integrated platform combining portfolio management and custody, enabling greater efficiency and a better client experience at a competitive price point."

Vendor Dossier

Altruist logoA
ALTRUIST LLC
altruist.com
Corporate Portal

Audit Your RIA Stack

See how Altruist fits into your overall tech efficiency score.

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Empowering RIAs with custody, trading, and support.

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Jump

Jump: Streamline your portfolio management and reporting.

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Orion Portfolio Solutions

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Orion: Portfolio Management, Trading, and Client Experience.

Deeper Intel
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