Meet the new Altruist.

NEW EPISODE: Kevin Thompson, former MLB player turned independent advisor, joins The Advisor Journey to share his insights on building a successful advisory practice on his own terms. Kevin covers:. - Transitioning from commission-based sales to holistic financial planning. -.

*APY is variable and subject to change. Other fees apply. For complete program terms, see the Altruist One Terms of Use.

Altruist One is our new subscription option for advisors who want transparent pricing and enhanced client benefits. For 0.01% per month (1 basis point) per household, advisors can unlock:. - Enhanced cash yields, including a 1.8% boost on brokerage sweep cash and an additional.

Meet Clare McKee, a Product Manager at Altruist who builds the behind-the-scenes systems that make great advisor experiences feel effortless. In her words: “The best part is seeing that clarity turn into something advisors actually use and appreciate.”. Get a glimpse into

Plaid Integration is now live. Clients can now securely link their Altruist accounts to personal finance apps, budgeting tools, and more through our new Plaid Exchange integration. Give your clients the modern, seamless experience they expect and enhance satisfaction.

The advisors growing fastest? They're experts at two things: marketing—and hiring women. Episode’s live. Listen now: . Tune in on Apple Podcasts: . Tune in on Spotify: Watch the full episode on Youtube:

Catch the full July update →

📍 Upcoming Events. Altruist Academy NYC. August 25–27, 2025 | 1 Hotel Brooklyn Bridge.Thought-provoking sessions, peer masterminds, and unforgettable evenings with your advisor community. Register now →

The Advisor Journey: AI and the Future of Advisor Growth. Will Steiner and Dasarte Yarnway share how advisors are actually using AI to streamline operations and improve marketing. Watch now →

What are advisors saying about Altruist?. Hear directly from other independent advisors how switching to Altruist has benefited their businesses and their clients. Watch now →

🎧 Featured Content. The Advisor Journey with Ari Taublieb. From $25M to $1.1B: Ari breaks down Root’s growth engine fueled by video content, community, and culture. Watch now →

Manage Black Diamond Easily. Take control of your integrations. Advisors can now enable or disable Black Diamond independently — no support ticket needed.

Update Contacts in Bulk. No more one-by-one edits. Advisors can now bulk update contact info at the household level, directly from the dashboard.

Sell Mutual Funds in Dollars. Advisors can now sell mutual funds in dollar amounts, offering more flexibility — especially when liquidating positions. If a sale exceeds 90% of the previous day’s value, we’ll flag it with a warning to help reduce settlement risks.

View Depth of Book in Fixed Income Orders. Advisors can now see the top 5 Bid/Ask quotes — also known as depth of book — directly within the fixed income order workflow. Each quote includes Min/Max Size, Yield to Maturity (YTM), and Yield to Worst (YTW), giving advisors richer

**Other fees apply. See the Altruist Financial LLC Fee Schedule and the Altruist LLC Fee Schedule, both available on for more information.**.

📊 Product Updates. Altruist One is here. Introducing Altruist One, our new household-level subscription program. Enjoy premium benefits like boosted cash rates, zero transaction fees* on mutual funds and fixed income, deep discounts in the Model Marketplace, waived fees for

What's new at Altruist - July Edition.

NEW EPISODE:.Emily Binder joins The Advisor Journey to show advisors what works (and what doesn’t) with modern advisor marketing. This episode covers:. - The democratization of content creation and rise of short-form video. - Common marketing pitfalls. - Powerful tools that.

Other fees apply. See the Altruist Financial LLC Fee Schedule and the Altruist LLC Fee Schedule, both available on for more information.