No issues
Last updated:
Jun 19, 2026
Altruist
No issues
mm/dd/yyyy
Altruist
No issues
mm/dd/yyyy
Altruist
About this institution
Altruist is a modern custodian and brokerage platform built for independent financial advisors, offering streamlined account management and portfolio tools.
Preferred aggregator:
By All Accounts
Stop living in spreadsheets.
$4,000,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
features
Company
Legal
Stop living in spreadsheets.
$4,000,000,000+
Monitored
18,000+
Providers covered
Bank-grade
Security
features
Company
Legal