Altruist
The wealth platform built for independent advisors
Altruist is an AI-forward custodial wealth platform designed for independent registered investment advisors (RIAs). It consolidates account opening, trading, portfolio management, billing, and reporting into a single platform, and includes an AI assistant called Hazel that draws on real-time custodial and CRM data. The platform supports 6,000+ advisors and is regulated by the SEC, FINRA, and OCC.
Altruist provides a unified custodial platform where advisors can open accounts, manage portfolios, automate billing, and access AI-powered insights through its Hazel AI integration with CRM and custodial data.
Independent registered investment advisors (RIAs) and wealth management firms
Background.
- Status
- launched
- Business model
- subscription
- Company
- Altruist Corp
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