
51 - 200 employees
💸 Finance
💳 Fintech
☁️ SaaS
Finance • Fintech • SaaS
Altruist is a modern technology and financial services company that provides tools and services to help Registered Investment Advisors (RIAs) achieve better client outcomes. Altruist offers portfolio management, reporting, and solutions for managing fees and billing through a scalable, open platform. The company also provides brokerage and custodian services, making financial advisory services more efficient and cost-effective. Altruist is committed to innovation in fixed income trading and supports advisors with a variety of tech-forward solutions to enhance productivity and profitability while reducing inefficiencies. Altruist Financial LLC, a member of FINRA and SIPC, oversees the brokerage operations, offering commission-free trading, and Altruist LLC provides advisory services as an SEC-registered investment adviser.
🕒 May 11
Sales Executive leveraging consultative skills to grow business in the Great Lakes territory. Driving success through strong advisor relationships and deep product understanding at Altruist.