Altruist is a brand that offers financial services and technology solutions to independent advisors and their clients. They provide a range of investment advisory services, including portfolio management, client onboarding, and reporting tools.
In 2019, Altruist was founded by Jason Wenk.
The brand is based in Los Angeles, California.
Altruist aims to provide financial advisors with a modern and cost-effective platform to better serve their clients.
They have raised significant funding to support their growth and expansion in the financial services industry.
Altruist has rapidly gained popularity among independent financial advisors due to its focus on user experience and transparent fee structure.
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Altruist provides efficient onboarding tools to simplify the process of bringing new clients on board. This includes digital forms, electronic signatures, and document management.
Altruist offers robust reporting and analytics features, allowing advisors to track and analyze portfolio performance, generate client reports, and gain insights to make informed investment decisions.
Altruist operates on a transparent, flat fee structure. They charge a percentage of assets under management, which varies based on the size of the client's portfolio.
Yes, Altruist caters to independent advisors of all sizes. Their platform is designed to provide cost-effective solutions and support for both small and large advisory practices.
Yes, Altruist offers personalized investment strategies tailored to individual client goals and risk tolerances. Advisors can customize portfolios based on client preferences and investment objectives.
Yes, Altruist has a mobile app available for both iOS and Android devices. This allows advisors and clients to access and manage their accounts on the go.
Yes, Altruist has a minimum investment requirement. However, the specific amount may vary, and it is best to contact Altruist directly or refer to their website for the most up-to-date information.