Startups Directory

Altruist is a modern custodian and integrated software platform for independent RIAs that combines self-clearing brokerage services with front, middle, and back-office tools—account opening, trading, portfolio accounting, performance reporting, fee billing, and client portals—all in one streamlined solution. The platform eliminates data reconciliation headaches and reduces operational labor costs by 40-60% through vertical integration. With zero platform fees for custody accounts and optional AI-powered premium subscriptions, Altruist is modernizing wealth management infrastructure for the independent advisor market.