The 12 closest competitors and alternatives to Altruist among fintech companies — ranked by similarity to what Altruist actually does, not by market-cap band.
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Altruist is a financial technology company that provides digital custodial, brokerage, portfolio management, and client-engagement infrastructure for registered investment advisors (RIAs). It serves independent financial advisors and their clients, with a focus on simplifying and lowering the cost of wealth management operations.
Altruist is a fintech company. Xcout recorded 79 job postings from Altruist in the last 90 days, naming tools such as Salesforce, GitLab, Cursor.
Xcout recorded 79 job postings from Altruist in the last 90 days, from a hiring record Xcout has kept since August 2026.
The weekly hiring trend, the roles and locations behind it and all 21 tools — see Altruist's hiring signals →
Ranked by semantic similarity — how close each company is to Altruist by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Asset Management
Beneficient operates as a technology-driven financial services provider, specializing in delivering liquidity solutions to entities within the alternative asset market. The company manages the AltAccess platform, a comprehensive digital ecosystem designed to facilitate the entire spectrum of alternative asset management, from transactions to secure custody and detailed analytics. This secure, end-to-end platform features several integrated components: AltLiquidity: A cybersecure online tool for sourcing and arranging alternative asset liquidity. AltQuote: A valuation tool providing real-time pricing for alternative assets. AltCustody: For digitizing and tracking alternative asset portfolios. AltData: Consolidating investment analytics and data for insightful alternative asset management. AltTrading: Offering a dedicated trading environment. Beneficient caters to a diverse clientele, including affluent individual investors, small to mid-sized institutional investors, family offices, and general partners of various funds. The company is headquartered in Dallas, Texas.
Financial Services
Crystal Investment Advisors provides an alternative investment platform that enables financial advisors, wealth managers, and institutional clients to access, build, and manage private equity, private credit, and hedge fund portfolios. The platform handles the full lifecycle of alternative investments, including manager sourcing, due diligence, electronic subscriptions, portfolio analytics, and ongoing operational maintenance.
Financial Services
STRATA Trust Company operates as a national custodian for alternative assets and non-exchange traded investments within self-directed IRAs. It serves individual investors and financial professionals by providing IRA administration, asset custody, and transaction support services.
Financial Services
Forge Trust Co. is a South Dakota-chartered, non-depository trust company and self-directed custodian that provides asset custody and management solutions for retirement accounts and private market investments. The company serves over 1.7 million accounts representing more than $14 billion in assets under custody.
Financial Services
EdgeCo Holdings provides technology-enabled solutions and support services to financial intermediaries and their clients through its subsidiary companies. Its offerings include full-service retirement plan administration, brokerage, advisory, and trust and custody solutions.
Financial Services
Empowered Funds provides a turnkey, white-label exchange-traded fund (ETF) platform that helps asset managers, registered investment advisors, hedge funds, and family offices build, launch, and manage ETFs. The company also specializes in facilitating tax-free conversions of separately managed accounts, mutual funds, and hedge funds into the ETF structure.
Financial Services
Allfunds operates a large digital ecosystem and wealth tech platform offering investment and outsourcing solutions for banks, wealth managers, and institutional investors. The company maintains multiple offices across global financial hubs, including a branch of Allfunds Bank S.A. located in Madrid, Spain, and Zurich, Switzerland.
Banking
BNY Mellon provides global financial services, offering solutions across the financial lifecycle including securities services, asset management, wealth management, and clearing. It serves institutional clients such as investment managers, alternative asset managers, and banks, as well as corporations, family offices, and individuals.
Similar fintech company
Ethic Inc. is a technology-driven asset manager and Registered Investment Adviser headquartered in New York, NY, United States. The company provides customized, tax-smart, and values-aligned investing solutions for financial advisors and institutions.
Similar fintech company
DriveWealth is a financial technology company that provides brokerage infrastructure and APIs, enabling businesses to offer investing in U.S. securities, including fractional shares. It primarily serves fintech companies, banks, wealth managers, and other platforms that want to embed investing services for their customers.
Similar fintech company
iCapital is a financial technology company that provides a platform for accessing, managing, and administering alternative investments such as private equity, hedge funds, and structured products. It primarily serves wealth managers, financial advisors, asset managers, and their high-net-worth clients and institutions.
Similar fintech company
Smartleaf is a fintech company that provides automated, personalized portfolio-management technology, including tax-aware optimization and rebalancing. It primarily serves wealth managers, financial advisors, and other investment firms rather than individual consumers directly.
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