Vendor
Altruist Cash
Altruist is a wealth platform designed for independent advisors, merging account opening, trading, portfolio management, billing, and reporting into one cohesive solution with an AI-forward approach.
Culver City, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
Altruist Cash
Altruist is a wealth platform designed for independent advisors, merging account opening, trading, portfolio management, billing, and reporting into one cohesive solution with an AI-forward approach.
Capability matrix
| Capability | Altruist Cash |
|---|---|
| Cash Management | ● |
Parent organization
Altruist Cash
Founded
2017
Scale
1 sector presence