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Altruist is a custodian built for registered investment advisors, offering a fully integrated digital brokerage platform. Founded in 2018, its stated mission is to make financial advice better, more affordable, and more accessible to everyone.
Altruist's job postings state the working model directly: "Hybrid, three days per week in office." The careers page adds, "Collaborate in one of our three offices: Los Angeles CA, San Francisco CA, Dallas TX," and lists a "one month work from anywhere policy (with the exception of a few countries)." Source: https://altruist.com/careers/
Health Insurance
Dental Insurance
Vision Insurance
Pet Insurance
Fitness Stipend
Disability Insurance
401(k) / Retirement Plan
401(k) Match
Equity / RSUs
Financial Planning
PTO / Vacation
Paid Holidays
WFA Allowance (Days/Year)
Parental Leave
Learning & Development Budget
Volunteer Time Off
Free Snacks & Drinks
Altruist describes itself as the third-largest custodian by advisors served, with nearly 5,000 advisors trusting it to safeguard client assets. Built as a fully integrated digital brokerage platform from the start, it is now extending that with Hazel, an AI assistant for advisors that handles note-taking, email drafting, and meeting summaries with Salesforce and Redtail integrations. Much of the current hiring push centers on the Hazel team in San Francisco.
Day to day, this is an in-person culture: teams work a structured hybrid schedule, three days per week in offices in Los Angeles, San Francisco, or Dallas. The careers page spells out the values plainly: Kindness (listen, understand, respect one another), Brilliance (stay hungry, keep a growth mindset), and Grit (a bias toward action and a laser focus on the mission).
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