Trust
Security & compliance
SOC 2
SLA uptime target: Not specified
Security review turnaround: Not specified
DPA available: Not specified
Modern custodial platform for RIAs with trading, billing, and performance reporting in one interface.
Pricing
$10 bps annual
Founded
2018
Team size
201-500 employees
Headquarters
Culver City, CA
Product Preview
Preview from altruist.com
At a glance
Pricing model
Usage-based
Security
SOC 2
About Altruist
Altruist is a wealth management and custody platform for independent advisors. Its public pricing is fee-schedule based, including asset-based tool and model marketplace fees rather than a single per-seat platform subscription.
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Usage-based
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
Buy through Cubbie
Altruist
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