Altruist
Why Choose Altruist?
Choose this if you’re a financial advisor wanting an all-in-one platform that makes managing clients, investments, and billing way simpler and more affordable. It’s designed to help you focus on what matters most.
Altruist is on a mission to make great independent financial advice more efficient, affordable, and accessible. The company’s all-in-one financial advising platform provides fiduciary advisors with cutting-edge tools designed to substantially lower costs to operating their business. Advisors can open and fund accounts, invest, manage, report, and bill, all in one place. A fully digital brokerage (Altruist Financial LLC, Member FINRA/SIPC), Altruist empowers advisors to do their best work and help ensure clients have a better experience with their money. Founded in 2018 by CEO Jason Wenk, Altruist launched its platform in late 2020.
Altruist Introduction
What is Altruist?
Altruist is on a mission to make great independent financial advice more efficient, affordable, and accessible. The company’s all-in-one financial advising platform provides fiduciary advisors with cutting-edge tools designed to substantially lower costs to operating their business. Advisors can open and fund accounts, invest, manage, report, and bill, all in one place. A fully digital brokerage (Altruist Financial LLC, Member FINRA/SIPC), Altruist empowers advisors to do their best work and help ensure clients have a better experience with their money. Founded in 2018 by CEO Jason Wenk, Altruist launched its platform in late 2020.
How to use Altruist?
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Why Choose Altruist?
Choose this if you’re a financial advisor wanting an all-in-one platform that makes managing clients, investments, and billing way simpler and more affordable. It’s designed to help you focus on what matters most.
Altruist Features
Features
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Pricing
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