Tagline

The only modern custodian built exclusively for RIAs. Altruist Financial LLC, Member FINRA/SIPC

Overview

The modern custodian for RIAs. Build the best version of your firm when you partner with a custodian that brings together critical RIA technology and great customer service. With intuitive software for account opening, trading, reporting, and billing bundled into a streamlined solution, advisors of all sizes are empowered to run the practice they envisioned. Get started for free and join over 1,800 independent advisors at altruist.com Altruist Financial LLC, Member FINRA/SIPC