Top Sites>WWelcome | Altruist

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# Altruist: Empowering RIAs to drive better client outcomes

> The AI\-forward wealth platform and custodian that unifies account opening, trading, portfolio management, billing, and reporting\.

Generated by Yoast SEO v27.3, this is an llms.txt file, meant for consumption by LLMs.

## Pages
- [Altruist Privacy Policy](https://altruist.com/privacy-policy/)
- [High\-Yield Cash Account](https://altruist.com/cash/): Get your clients a competitive yield on individual, joint, trust, and business cash accounts\. 
- [Demo](https://altruist.com/demo/): Take a quick, click\-through tour of Altruist and see how 6,000\+ independent advisors run their firms on one AI\-forward platform\.
- [Established advisors](https://altruist.com/established-advisors/): Drive better client outcomes\.
- [Enterprise advisors](https://altruist.com/enterprise-advisors/): Run your firm at full speed\.

## Posts
- [Automating data operations with Claude AI agents](https://altruist.com/engineering-blog/automating-data-operations-with-claude-ai-agents/)
- [All New @ Altruist – March  Product Updates](https://altruist.com/news/all-new-altruist-march-product-updates/)
- [Altruist launches personalized indexing to bring portfolio customization to advisors at scale](https://altruist.com/news/altruist-launches-personalized-indexing-to-bring-portfolio-customization-to-advisors-at-scale/): With Altruist Personalized Indexing, advisors can exclude industries, sectors, issues, or securities consistently across an entire portfolio\. 
- [Altruist named custodial partner for $900M Lifeworks Advisors](https://altruist.com/uncategorized/altruist-named-custodial-partner-for-900m-lifeworks-advisors/): "Partnering with Altruist directly advances our commitment to delivering better outcomes for clients\. The platform aligns our technology with how we actually serve clients by eliminating operational friction, empowering our advisors, and creating even more space for thoughtful, relationship\-driven advice that truly changes lives\.”
- [Gerber Kawasaki selects Altruist as its wealth management platform to power growth](https://altruist.com/news/gerber-kawasaki-selects-altruist-as-its-wealth-management-platform-to-power-growth/): Enterprise wealth and investment manager adds Altruist to streamline operations, enhance AI capabilities, and scale client impact\.

## Events
- [What’s new in Hazel](https://altruist.com/events/whats-new-in-hazel/): Hazel is getting some new features to help you automate more of your core advisory work\.
- [Build to Grow Summit](https://altruist.com/events/build-to-grow-summit/): The Build to Grow Summit brings together advisors who are setting a new bar for growth by embracing a tech\-forward mindset\. Through focused sessions and discussions, advisors will explore proven strategies to run more efficient firms, serve more clients per advisor, and unlock sustainable organic growth in a rapidly evolving market\.
- [Structured Products on Altruist: Trading, custody, and real\-world practical use](https://altruist.com/events/structured-products-on-altruist/): Join Altruist for a live conversation with our team and wholesale partners, Luma, iCapital, Barnabas, Halo, Insperex, and Causeway as we break down how Structured Products work\.
- [Brewing success: Your onboarding Q\&A](https://altruist.com/events/brewing-success-your-onboarding-qa/): Join the Altruist onboarding team for an interactive session focused on helping you move your accounts and get started with confidence\.
- [Altruist Office Hours Q1](https://altruist.com/events/altruist-office-hours-q1/): Join Jason Wenk, Dan Skiles, and Adam Grealish for the first Office Hours session of 2026\. Broadcasting live from Altruist’s in\-person summit Build to Grow in LA, we’ll walk through an exciting new product launch, and what’s next\.

## Legal docs
- [Financial Condition](https://altruist.com/legal/financial-condition/)
- [Security and Insurance Disclosures](https://altruist.com/legal/security/)
- [Hazel Terms of Use](https://altruist.com/legal/hazel-terms-of-use/)
- [Altruist LLC Fee Schedule](https://altruist.com/legal/altruist-llc-fee-schedule/)
- [Agreement for Market Data Display Services](https://altruist.com/legal/agreement-for-market-data-display-services/)

## Categories
- [Insights](https://altruist.com/)
- [Company news](https://altruist.com/)
- [Products](https://altruist.com/)
- [Advisor stories](https://altruist.com/)
- [Engineering Blog](https://altruist.com/)

## Optional
- [Sitemap index](https://altruist.com/sitemap_index.xml)