Vendor
Altruist
Altruist is a wealth platform designed for independent advisors, integrating account opening, trading, portfolio management, billing, and reporting into a single solution.
Culver City, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
Altruist
Altruist is a wealth platform designed for independent advisors, integrating account opening, trading, portfolio management, billing, and reporting into a single solution.
Capability matrix
| Capability | Altruist |
|---|---|
| Account Aggregation | ● |
| Custodial Platforms | ● |
| Portfolio Management | ● |
| Trading / Rebalancing | ● |
Parent organization
Altruist
Founded
2019
Scale
1 sector presence