Altruist

#15 in Investment Portfolio Management

Culver City, US

Products on G2

Total reviews

5.0

Avg. star rating

Altruist ranks #15 in Investment Portfolio Management.
Altruist's 1 product span 3 categories on G2.
Small Business is the largest segment among reviewers, at 100.0%.

Traffic & LLM citations

Monthly G2.com page views and citations by AI answer engines, summed across Altruist's products.

Page views and citations · Altruist

Source: G2 review data

Winning from

Based on reviewers who said they switched from another vendor's product.

Pershing a BNY Mellon

1 switched

Key stats

—

#15

Small Business

2018

317

Culver City, US

Adoption by company size

Segment	Share of reviews
Small Business	100.0%
Mid-Market	0.0%
Enterprise	0.0%

Quarterly history

Quarter	Total reviews	Avg. rating
2024 Q4	1	5.0
2025 Q3	2	5.0

About Altruist

Altruist is a financial technology company that offers a commission-free, integrated digital platform for financial advisors. The platform aims to streamline and modernize the process of managing clients' portfolios by providing tools for account opening, portfolio management, reporting, and more. Altruist's goal is to make financial advising more accessible and efficient by using technology to reduce costs and enhance the user experience for both advisors and their clients. The company is dedicated to enabling financial advisors to offer better services and achieve improved outcomes for their clients.

Products

Altruist

by Altruist · 16 reviews

5.0

Showing 1 of 1

Similar vendors

View all →

Morningstar

Chicago, IL · 3 products on G2

Carta

San Francisco, California · 2 products on G2

Betterment

New York, US · 2 products on G2