{"id":5265,"date":"2026-01-16T22:14:40","date_gmt":"2026-01-16T22:14:40","guid":{"rendered":"https:\/\/altruist.com\/?p=5265"},"modified":"2026-02-04T15:44:05","modified_gmt":"2026-02-04T15:44:05","slug":"altruist-model-marketplace-2025-recap","status":"publish","type":"post","link":"https:\/\/altruist.com\/news\/altruist-model-marketplace-2025-recap\/","title":{"rendered":"Altruist Model Marketplace 2025 Recap"},"content":{"rendered":"

In 2025, advisors meaningfully expanded how they used the Altruist Model Marketplace to manage client portfolios at scale. Platform AUM grew 119% across 2025, reflecting deeper adoption of customizable models, broader use of direct indexing, and increased reliance on tax-aware portfolio construction tools.<\/p>\n\n\n

Below is a look at the key trends, top models, and performance highlights that shaped the year.<\/p>\n\n\n

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Model Marketplace
by the Numbers<\/h2>\n\n\n

The continued growth of strategies on the platform reflects strong advisor adoption and the expanding diversity of models available.<\/p>\n<\/div>\n\n\n

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Model portfolios are accelerating asset growth,
not just adoption.<\/p>\n<\/div>\n\n\n\n

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A diverse manager ecosystem, curated for choice without complexity.<\/p>\n<\/div>\n\n\n\n

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Advisors are scaling portfolio construction through standardized, reusable models.<\/p>\n<\/div>\n<\/div>\n\n\n

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The Year’s Top Trends<\/h2>\n\n\n
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Expanded Use of Direct Indexing<\/h4>\n<\/div>\n\n\n\n
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Advisors continued to deepen their use of direct indexing as a core portfolio tool in 2025. Altruist Direct Index strategies ranked among the most widely adopted and fastest-growing models on the platform, with the U.S. Large-Cap Direct Index alone adding $208.7M in net deposits across 2025.<\/p>\n\n\n

A more robust lineup of direct index models supported both standalone mandates and blended UMA approaches, giving advisors greater flexibility to tailor portfolios to client goals, preferences, and tax needs.<\/p>\n\n\n

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Enhanced Tax Management Tools<\/h4>\n<\/div>\n\n\n\n
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In 2025, Altruist conducted a tax management backtest illustrating how advisors who consistently use a comprehensive suite of tax-aware tools may improve long-term, after-tax portfolio outcomes, reinforcing the value of intentional tax management in portfolio construction.<\/p>\n\n\n

Tax management was central to portfolio construction throughout the year. Altruist expanded tax optimization across taxable and mixed-account households, enabling advisors to more easily implement tax-aware strategies at scale. Improved automation and model coverage supported more consistent tax loss harvesting, rebalancing, and gains budgeting, helping advisors improve after-tax outcomes with less tax complexity.<\/p>\n\n\n\n

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Log in to read the results<\/a><\/div>\n<\/div>\n\n\n

The full backtest report is intended for institutional audiences and includes additional methodology and disclosures. The hypothetical results shown are for illustrative purposes only, do not reflect actual client accounts, rely on the benefit of hindsight, and are not guaranteed. Results will vary based on market conditions and individual tax circumstances.<\/p>\n<\/div>\n<\/div>\n\n\n

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Improved Taxable Transition Assistance<\/h4>\n<\/div>\n\n\n\n
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Helping advisors move clients into optimized portfolios without unnecessary tax drag was a key focus in 2025. Improvements to transition tooling made it easier to upgrade portfolios thoughtfully, preserve after-tax value, and minimize friction during change, especially for clients with embedded gains.<\/p>\n<\/div>\n<\/div>\n\n\n

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Performance Highlights<\/h2>\n\n\n
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Top Performing Models<\/h4>\n<\/div>\n\n\n\n
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Key insight<\/p>\n\n\n

International equity strategies led performance in 2025, with ESG, Developed Ex-U.S., and Emerging Markets portfolios delivering strong returns and attractive risk-adjusted results.<\/p>\n\n\n

The models below delivered the strongest performance on the platform based on returns, volatility, and Sharpe ratio:<\/p>\n<\/div>\n<\/div>\n\n\n

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Performance shown represents model-level results for the stated period and does not reflect the performance of any individual investor account. These figures are shown net of underlying model fees and expenses, but do not reflect all advisory, platform, or account-level fees that may apply. Calculations assume daily rebalancing to target weights and may not reflect actual trading activity or implementation. Past performance is not indicative of future results.<\/p>\n\n\n

Actual client results may differ materially from model-level performance due to timing, customization, tax considerations, and individual account circumstances.<\/p>\n\n\n

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