Altruist,

3030 S La Cienega Blvd, Culver City, CA 90232, United States

"Fantastic platform and custodian for independent financial advisors. Constantly improving and automating my ability to get work done and serve my clients. I've used them for a couple years and am extremely happy at Altruist. I highly recommend them to other advisors as your money management platform!"

"I love the efficiency, simplicity, and intuitiveness of the platform. If you are an advisor that has ever dealt with clunky software or archaic processes and thought, "Why can't I just ____?", Altruist has likely already implemented that feature. Plus, their support team is quick, knowledgeable, and kind."

"As an advisor, how would you feel after not being able to get someone on the phone, after already waiting 3 days for a response to an urgent support ticket, and having to explain your issue multiple times to low level support through a chat window... You need to have a better way for advisors to get in touch, I don't care if i'm on hold for an hour, if i need something dealt with, it needs to be in a timely manner. " I'm not happy, and neither is my client. I'm getting tired of companies cutting costs by not offering decent support for their products. I want the ability to get someone on the phone."

"Altruist has an elegant platform and user experience. I have used Altruist for performance reporting and fee billing for the last several years and am extremely pleased with the user experience. The custodian platform has advanced so much from the beginning and they are a major player for the future. So thankful for the opportunity to be an RIA owner/client for a technologically advanced fintech company."

"As the Principal of an RIA, I kept seeing Altruist pop up as a custodian option for my firm. I scheduled a call with them and the representative couldn't answer basic questions, such as "Can I buy Treasuries Through Your Trading Software", and a few others. He promised to get me an answer ASAP but pushed for me to demo the software. He NEVER got back to me, but I emailed him a WEEK later and he magically had the answers, only to try and push the demo of the software. Bottom line is that they should know the answers to the most basic of questions which tells me that their training isn't very good. Secondly, they should at the very least get back with the answers without you having to reach out a week later. This told me enough to know that Altruist is not a fit for me, or any other advisor because they only care about pushing their platform, not actually helping or answering simple questions."