Altruist

Altruist provides a client portal designed for digital account management, tailored specifically for Registered Investment Advisors (RIAs). The company has raised $169 million in Series E funding to support its operations and growth. Altruist’s platform includes features such as digital account opening and funding, native billing and reporting, and an intuitive user interface. It offers commission-free fractional share trading and a suite of portfolio management tools, including automated rebalancing and a model marketplace with access to over 350 asset managers. The platform also provides live chat support for quick resolution of queries, a fully integrated fee billing solution, and comprehensive portfolio reporting capabilities. Additionally, Altruist offers industry-leading APY through Altruist Cash and a free trial for its Portfolio Accounting Software.