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Altruist review for financial advisors
By William Foster · Updated October 21, 2026
Verdict: Altruist is best for independent RIAs looking for custody plus software. Pricing: See vendor. Skip it if you're at a broker-dealer that requires its own custodian.
How we review: this is an editorial summary of what Altruist publishes about its product and pricing, checked on October 21, 2026. We haven't run a hands-on test, we don't give star ratings, and vendors can't pay to change it.
At a glance
| Best for | Independent RIAs looking for custody plus software |
|---|---|
| Category | Portfolio analytics & proposals |
| Starting price | See vendor |
| Free option | None listed |
| Pricing model | By quote |
| Website | altruist.com/ |
What Altruist does
Altruist offers custody, onboarding, trading, fee billing, portfolio reporting and a model marketplace for independent advisors, along with an AI assistant it describes as knowing your book.
Key capabilities, per Altruist
- Custody, onboarding, trading, fee billing and reporting
- Model marketplace for independent advisors
- AI assistant it describes as knowing your book
Skip it if
You're at a broker-dealer that requires its own custodian.
What to check before you buy
- Read the Altruist Financial fee schedule.
- Moving custody is a big project; plan the transition.
- Check integrations with your CRM and planning tools.
- Have your compliance team review data handling and recordkeeping before any client data goes in.
How Altruist compares on price
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Altruist | See vendor | None listed | Pricing details |
| Orion | Contact vendor | None listed | Pricing details |
| Nitrogen | From $99/mo per Center (annual) | None listed | Pricing details |
| YCharts | Contact vendor | None listed | Pricing details |
| Kwanti | From $195/user/mo | 14-day free trial; no credit card required. | Pricing details |
| Addepar | Contact vendor | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
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FAQ
Is Altruist good for financial advisors?
It's a strong fit for independent rias looking for custody plus software. Wealth platform for independent advisors with custody, trading, reporting and AI.
What are Altruist's main features?
Custody, onboarding, trading, fee billing and reporting. Model marketplace for independent advisors. AI assistant it describes as knowing your book.
Who should not use Altruist?
You're at a broker-dealer that requires its own custodian.
How much is Altruist?
Altruist prices by quote; it doesn't publish prices.