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Altruist
Made by Altruist
Self-clearing custodian built on its own software, bundling custody with account opening, trading, portfolio reporting and fee billing for independent advisory firms.
Altruist is a prime brokers and custody product from Altruist. Self-clearing custodian built on its own software, bundling custody with account opening, trading, portfolio reporting and fee billing for independent advisory firms. It is also listed under portfolio accounting, fee billing and client reporting. Altruist is based in Culver City, California, United States and was founded in 2018. Buyside Fintech verified that Altruist lists this product on the vendor's own website on 2026-10-11, and the page we read is linked below. We do not record how it is deployed, how it is priced, what it costs and the firm sizes it serves for this product, because Altruist does not publish it; the table below shows those rows empty rather than hiding them. Practitioner reviews and questions about Altruist appear below, and anyone at a firm that uses it can add one.
What practitioners say
Questions and notes