Altruist Email Format
Financial ServicesCalifornia, United States501-1000 Employees
Altruist is a financial services firm based in Culver City, California. It provides a software platform for onboarding, trading, reporting, and billing, supported by more than 22 integrations to help RIAs grow client-centered practices. Since its 2018 inception, the company has become the third-largest custodian by advisors served, with nearly 5,000 advisors entrusting it to safeguard client assets. The firm has expanded its product offerings in recent years, including the Hazel adviser workspace launched in 2025 and the rollout of personalized indexing in 2026. In June 2026, Altruist announced fully integrated alternatives capabilities through partnerships with Blackstone, KKR, and JPAM.