Best AI for AdvisorsDisclosure: Some links on this page may be affiliate links, which means we may earn a commission at no extra cost to you. Listings are independent and sponsored placements are always labeled. Learn more.
Altruist
In one line: Wealth platform for independent advisors with custody, trading, reporting and AI.
| Best for | Independent RIAs looking for custody plus software |
|---|---|
| Category | Portfolio analytics & proposals |
| Free option | Not confirmed; check vendor site |
| Pricing | See vendor · See all plans (as of October 21, 2026) |
| Website | altruist.com/ |
| Last checked | October 21, 2026 |
What it 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.
Get a Altruist demo
Tell us a little about your firm and we'll pass your request to Altruist's team. Free, no obligation.
Alternatives to Altruist
Compare: Orion vs Altruist
FAQ
What is Altruist?
Wealth platform for independent advisors with custody, trading, reporting and AI.
Who is Altruist best for?
Independent RIAs looking for custody plus software. It is in our portfolio analytics & proposals category.
How much does Altruist cost?
Altruist doesn't publish prices on its website as of October 21, 2026; contact the vendor for a quote.
What are alternatives to Altruist?
Orion.