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Altruist

Client reporting

Custodian plus software for independent RIAs: commission-free trading and integrated portfolio and reporting tools. Hazel AI is its AI arm (listed separately). ↗ altruist.com

Verified 2026-10-26 against the vendor's own pages

Visit Altruist Claim listing

Pricing

No public pricing found on the vendor pages we checked (demo/quote).

↗ altruist.com

Integrations

  • Redtail
  • Wealthbox
  • Salesforce
  • Advyzon
  • eMoney
  • RightCapital
  • MoneyGuide
  • Vise
  • StratiFi
  • SmartRIA

↗ altruist.com/integrations

Security & compliance claims

  • SOC 2 Type 2 examination by an independent AICPA auditor

↗ altruist.com/legal/security

These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.

Our take

Trades are $0 commission (https://altruist.com/). Software or platform fees weren't confirmed.

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