Altruist Corporation
Altruist is the platform of choice for RIAs who want better outcomes, responsive service, lower fees, and more time to do the real work of advising clients. We offer intuitive software for account opening, trading, reporting, billing, and over 22 integrations, empowering advisors of all sizes to grow and scale client-centric practices. Since launch in 2018, we’ve grown to the third-largest custodian by advisors served, with nearly 5,000 advisors trusting us to safeguard client assets.www.altruist.com
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Search complete. 4 mentions across 1 episode found for "Altruist Corporation".
Oct 15, 2026
Haik SahakyanHOST
So that's one of the things that's just a true statement we have to look at and maybe not be as fearful for this new, I guess, model that's out there.
Davis JanowskiGUEST
Well, this is one of the questions I wanted to ask you guys because I just covered the news the other day about, well, I'll take a step back from there and Part of what I have hope for, and you mentioned Jason, with Vanguard acquiring Altruist, I wonder how Vanguard's going to look at this.
Davis JanowskiGUEST
Because that's going to be, for a long time, Altruist has been small.
Davis JanowskiGUEST
That's my biggest complaint with Jason.
Davis JanowskiGUEST
And the folks at altruists is they won't share any of the the data they've never shared their overall aum which you have to believe that it's very small overall they may have you know whether they finally say they have the second most advisors of any custodian but
George GuidottiHOST
Fidelity, Schwab, Pergine, and who else do you have? I don't throw those two out as an option.
George GuidottiHOST
I'm like, oh, yeah, what are you doing with something there, you know? So, you know, sometimes I think SCI wants to get models into the RIA universe, and there's something there, but it all just seems like a stretch because I understand the nuances of the RIAs, and the RIAs don't think those organizations play all that friendly.
George GuidottiHOST
So are they going to get all cool because they bought Jason and Altruist? I doubt it.