{"id":61,"date":"2025-01-23T17:09:23","date_gmt":"2025-01-23T17:09:23","guid":{"rendered":"https:\/\/altruist.com\/?page_id=61"},"modified":"2026-07-01T13:35:44","modified_gmt":"2026-07-01T17:35:44","slug":"talk-to-us","status":"publish","type":"page","link":"https:\/\/altruist.com\/talk-to-us\/","title":{"rendered":"Talk to us"},"content":{"rendered":"\n\n<div class=\"wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-fdb12504 wp-block-group-is-layout-flex\" style=\"padding:var(--wp--preset--spacing--1600) 0\">\n<div class=\"wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-ce155fab wp-block-group-is-layout-flex\">\n<h1 class=\"wp-block-heading has-text-align-center has-headline-2-font-size has-max-width\" style=\"margin-bottom:var(--wp--preset--spacing--800);--max-width-mobile:100%\" id=\"the-wealth-platform-built-for-independent-advisors\">The wealth platform built for independent advisors<\/h1>\n\n\n<p class=\"wp-block-paragraph aligncenter has-text-align-center has-paragraph-1-font-size aligncenter has-max-width\" style=\"--max-width-mobile:100%;--max-width-desktop:670px\">Tell us about your firm and we&#8217;ll map out how to get your practice running and scaling on Altruist.<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"padding-bottom:var(--wp--preset--spacing--1600)\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1ee2282c wp-block-columns-is-layout-flex is-stacked-on-mobile\" data-columns=\"2\" style=\"--columns:2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow has-order\" style=\"--order-mobile:2;--order-desktop:1\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group has-global-padding is-content-justification-left is-layout-constrained wp-container-core-group-is-layout-baf660e0 wp-block-group-is-layout-constrained\" style=\"border-top-color:var(--wp--preset--color--black);border-top-width:8px;border-bottom-style:none;border-bottom-width:0px;margin-top:5px;padding:var(--wp--preset--spacing--800) 0\">\n<p class=\"wp-block-paragraph \" style=\"\">Trusted by 6,000+ independent advisors<\/p>\n\n\n<h5 class=\"wp-block-heading remove-br-mobile has-max-width\" style=\"margin-bottom:32px;--max-width-desktop:650px\" id=\"work-with-a-custodian-built-to-power-your-growth\">Work with a custodian built to power your growth<\/h5>\n\n\n<p class=\"wp-block-paragraph  has-max-width\" style=\"--max-width-desktop:400px\">&#10003;&nbsp; Client onboarding in minutes, not days<\/p>\n\n\n<p class=\"wp-block-paragraph \" style=\"\">&#10003;&nbsp; Effortless operations firmwide<\/p>\n\n\n<p class=\"wp-block-paragraph \" style=\"\">&#10003;&nbsp; AI-powered tools that fit your workflows<\/p>\n\n\n<p class=\"wp-block-paragraph \" style=\"\">&#10003;&nbsp; Answers in 60 seconds or less<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow has-order has-max-width\" id=\"form-a\" style=\"--order-mobile:1;--order-desktop:2\">\n<div class=\"wp-block-group is-style-default has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin-top:var(--wp--preset--spacing--negative-600)\">\n<div class=\"wp-block-leadin-hubspot-form-block add-chilipiper-form\">\n\t\t\t\t\t\t<script>\n\t\t\t\t\t\t\twindow.hsFormsOnReady = window.hsFormsOnReady || [];\n\t\t\t\t\t\t\twindow.hsFormsOnReady.push(()=>{\n\t\t\t\t\t\t\t\thbspt.forms.create({\n\t\t\t\t\t\t\t\t\tportalId: 4826914,\n\t\t\t\t\t\t\t\t\tformId: \"ae46c18b-b5ec-4bfd-b476-8555abaeb00e\",\n\t\t\t\t\t\t\t\t\ttarget: \"#hbspt-form-1785200958000-3269939287\",\n\t\t\t\t\t\t\t\t\tregion: \"na1\",\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t})});\n\t\t\t\t\t\t<\/script>\n\t\t\t\t\t\t<div class=\"hbspt-form\" id=\"hbspt-form-1785200958000-3269939287\"><\/div><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<section class=\"wp-block-group alignfull is-full-width-group has-foreground-background-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-a9cf8671 wp-block-group-is-layout-constrained\" style=\"padding:var(--wp--preset--spacing--2400) var(--wp--preset--spacing--1600)\"><div style=\"height:8px;--width:100%\" aria-hidden=\"true\" class=\"wp-block-spacer has-background-background-color has-background has-width\"><\/div>\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-be87cd0b wp-block-columns-is-layout-flex is-stacked-on-mobile\" style=\"margin:var(--wp--preset--spacing--600) 0 var(--wp--preset--spacing--2400) 0;--columns:3\" data-columns=\"3\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-fe9cc265 wp-block-group-is-layout-flex\">\n<h3 class=\"wp-block-heading has-white-color has-text-color has-link-color has-headline-3-font-size wp-elements-1a1d78c8b8d932ad4e8e5f9e76ef22c4\" id=\"1\">#1<\/h3>\n\n\n<p class=\"wp-block-paragraph has-white-color has-text-color has-link-color wp-elements-ada252c7f10093dabeb03254fdd4185b\" style=\"\">highest-rated custodian in 2026, according to the <a href=\"https:\/\/t3technologyhub.com\/wp-content\/uploads\/2026\/03\/2026-T3_Inside-Information-Software-Survey.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">T3\/Inside Information Software 2026 Survey<\/a>.<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-fe9cc265 wp-block-group-is-layout-flex\">\n<h3 class=\"wp-block-heading has-background-color has-text-color\" style=\"margin:0\" id=\"6000\">6,000+<\/h3>\n\n\n<p class=\"wp-block-paragraph has-background-color has-text-color has-link-color wp-elements-efbc68e111c1b35e1a8c00b0079d65a7\" style=\"\">independent advisors run their firms on Altruist.<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-fe9cc265 wp-block-group-is-layout-flex\">\n<div class=\"wp-block-group is-nowrap is-layout-flex wp-container-core-group-is-layout-6c531013 wp-block-group-is-layout-flex\">\n<h3 class=\"wp-block-heading has-white-color has-text-color has-link-color has-headline-3-font-size wp-elements-2ed68fe109b6e02b0d1df44e30857afb\" id=\"112\">112%<\/h3>\n<\/div>\n\n\n<p class=\"wp-block-paragraph has-white-color has-text-color has-link-color wp-elements-563653561a05f49f50708c553ade7283\" style=\"\">year-over-year growth based on the number of RIAs served&mdash;the fastest rate of any custodian.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div style=\"height:8px;--width:100%\" aria-hidden=\"true\" class=\"wp-block-spacer has-background-background-color has-background has-width\"><\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-max-width\" style=\"--max-width-desktop:750px\">\n<h4 class=\"wp-block-heading has-text-align-center has-white-color has-text-color has-link-color wp-elements-df00eba47ce30f54639f356037ac951b\" style=\"margin-top:var(--wp--preset--spacing--1200)\" id=\"1800-in-savings-per-household-every-year\">$1,800 in savings per household, every year<\/h4>\n\n\n<p class=\"wp-block-paragraph aligncenter has-text-align-center has-background-color has-text-color has-link-color wp-elements-00f4431f5086ebae4b26dea4e220b1db\" style=\"margin:var(--wp--preset--spacing--800) 0\">By switching to Altruist, Lifeworks Advisors cut the overhead of running their firm by $1,800 per household, annually&mdash;and brought more services to every client, no matter the size.<\/p>\n<\/div>\n\n\n\n<div style=\"position: relative; padding-bottom: 40%; height: 0;\"><iframe src=\"https:\/\/www.loom.com\/embed\/4632a26cd2b24e80866decf294bea619\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"><\/iframe><\/div>\n<\/section>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"padding:var(--wp--preset--spacing--2400) 0\">\n<div style=\"height:8px;--width:100%\" aria-hidden=\"true\" class=\"wp-block-spacer has-black-background-color has-background has-width\"><\/div>\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-88e7fbb6 wp-block-columns-is-layout-flex is-stacked-on-mobile\" data-columns=\"2\" style=\"--columns:2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading\" id=\"frequently-asked-questions\">Frequently Asked Questions<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-bf730b6c wp-block-group-is-layout-flex\">\n<details class=\"wp-block-details is-style-altruist-details has-black-color has-text-color has-link-color has-headline-5-font-size wp-elements-b043f7acea659f19358cd1af757b0ad9 is-layout-flow wp-container-core-details-is-layout-3d1e4e4b wp-block-details-is-layout-flow is-style-chevron\" style=\"border-top-style:none;border-top-width:0px\" open><summary>How long does switching custodians take?<\/summary><p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"margin-bottom:var(--wp--preset--spacing--800)\">Most firms are up and running in about 30 days. Our onboarding team handles the heavy lifting&mdash;from coordinating ACATs to walking you through every step of the process.<\/p>\n<\/details>\n\n\n<details class=\"wp-block-details is-style-altruist-details has-black-color has-text-color has-link-color has-headline-5-font-size wp-elements-42c61b0614ac032b0c06c311ce3e7361 is-layout-flow wp-container-core-details-is-layout-3d1e4e4b wp-block-details-is-layout-flow is-style-chevron\" style=\"border-top-style:none;border-top-width:0px\"><summary>How is Altruist different from competitors?<\/summary><p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"margin-bottom:var(--wp--preset--spacing--800)\">The short answer: We built the platform specifically for independent advisors, not as an afterthought. Custody, trading, portfolio management, billing, and reporting all live in one place&mdash;which means fewer tools, lower costs, and less time managing systems that don&#8217;t talk to each other.<\/p>\n<\/details>\n\n\n<details class=\"wp-block-details is-style-altruist-details has-black-color has-text-color has-link-color has-headline-5-font-size wp-elements-5fa7c29cd65c4f7953120235054288cd is-layout-flow wp-container-core-details-is-layout-3d1e4e4b wp-block-details-is-layout-flow is-style-chevron\" style=\"border-top-color:var(--wp--preset--color--black);border-top-width:2px\"><summary>&nbsp;What does onboarding look like?<\/summary><p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"\">You&#8217;ll have a dedicated onboarding manager who guides you through account setup, data migration, and getting your clients live on the platform.*<\/p>\n\n\n<p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"margin-bottom:var(--wp--preset--spacing--800)\">For accounts transferring more than $10M in AUM<\/p>\n<\/details>\n\n\n<details class=\"wp-block-details is-style-altruist-details has-black-color has-text-color has-link-color has-headline-5-font-size wp-elements-144b4ddef508cdfce91e37a0e8b63b04 is-layout-flow wp-container-core-details-is-layout-3d1e4e4b wp-block-details-is-layout-flow is-style-chevron\" style=\"border-top-color:var(--wp--preset--color--black);border-top-width:2px\"><summary>What account types do you support?<\/summary><p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"\">Individual, joint, trust, IRA, Roth IRA, SEP IRA, and more. If you have a specific account type in mind, ask us on the call.<\/p>\n<\/details>\n\n\n<details class=\"wp-block-details is-style-altruist-details has-black-color has-text-color has-link-color has-headline-5-font-size wp-elements-3dcb18850c2e90d240797df14b9d782b is-layout-flow wp-container-core-details-is-layout-3d1e4e4b wp-block-details-is-layout-flow is-style-chevron\" style=\"border-top-color:var(--wp--preset--color--black);border-top-width:2px\"><summary>What does pricing look like?<\/summary><p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"margin-bottom:var(--wp--preset--spacing--800)\">We use a transparent flat-fee model with no hidden costs or percentage-based custody fees. Exact pricing depends on your firm&#8217;s setup&mdash;we&#8217;ll walk through it on the call.<\/p>\n<\/details>\n\n\n<details class=\"wp-block-details is-style-altruist-details has-black-color has-text-color has-link-color has-headline-5-font-size wp-elements-6082077cddc16ffb4a15a64f4a6b595e is-layout-flow wp-container-core-details-is-layout-3d1e4e4b wp-block-details-is-layout-flow is-style-chevron\" style=\"border-top-color:var(--wp--preset--color--black);border-top-width:2px\"><summary>Can I add Altruist without a full switch?<\/summary><p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"margin-bottom:var(--wp--preset--spacing--800)\">Yes. A lot of firms start by adding Altruist as a secondary custodian to get a feel for the platform before committing fully. We&#8217;re set up to support that.<\/p>\n<\/details>\n\n\n<details class=\"wp-block-details is-style-altruist-details has-black-color has-text-color has-link-color has-headline-5-font-size wp-elements-8548d6f567bb7cfd21109b16329e1d1b is-layout-flow wp-container-core-details-is-layout-3d1e4e4b wp-block-details-is-layout-flow is-style-chevron\" style=\"border-top-color:var(--wp--preset--color--black);border-top-width:2px\"><summary>Is there a minimum AUM or advisor count?<\/summary><p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"margin-bottom:var(--wp--preset--spacing--800)\">No minimums. We work with firms at every stage, from advisors just starting out to established RIAs managing billions.<\/p>\n<\/details>\n\n\n<details class=\"wp-block-details is-style-altruist-details has-black-color has-text-color has-link-color has-headline-5-font-size wp-elements-3153f1909faf2e708eebd55bb81facb3 is-layout-flow wp-container-core-details-is-layout-3d1e4e4b wp-block-details-is-layout-flow is-style-chevron\" style=\"border-top-color:var(--wp--preset--color--black);border-top-width:2px\"><summary>How do you handle security &amp; compliance?<\/summary><p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"margin-bottom:var(--wp--preset--spacing--800)\">Client assets are protected through SIPC coverage, FDIC access for eligible cash, and an Asset Protection Guarantee against unauthorized activity. On the platform side, we&#8217;re SOC 2 Type 2 compliant with daily stress testing and ongoing regulatory oversight from FINRA and the SEC. For the full picture, visit our <a href=\"https:\/\/altruist.com\/legal\/security\/\" type=\"legal\" id=\"1288\">security page<\/a>.<\/p>\n<\/details>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<p class=\"wp-block-paragraph \" style=\"\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The wealth platform built for independent advisors Tell us about your firm and we&#8217;ll map out how to get your practice running and scaling on Altruist. Work with a custodian built to power your growth &#10003;&nbsp; Client onboarding in minutes, not days &#10003;&nbsp; Effortless operations firmwide &#10003;&nbsp; AI-powered tools that fit your workflows &#10003;&nbsp; Answers &hellip;<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"content-type":"","_custom_page_spacing":"","_custom_nav_style":"","_hide_navigation":false,"_hide_footer":false,"footnotes":""},"class_list":["post-61","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Talk to us - Altruist<\/title>\n<meta name=\"description\" content=\"Schedule a call with the Altruist team to tell us a bit about your firm and see how\u2028the only custodian built for RIAs can help you.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/altruist.com\/talk-to-us\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Talk to us - 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