About this role
Altruist is a financial technology company that aims to make financial advice more accessible, affordable, and effective by building an AI platform for wealth professionals. The company values kindness, brilliance, and grit, focusing on innovative solutions and a supportive culture.
Required Skills
- Compliance
- Regulatory Affairs
- Trade Surveillance
- SEC Rules
- FINRA Rules
- Policy Development
- Risk Management
- Customer Service
- Financial Regulation
- Investments
About Altruist
altruist.comAltruist is a financial custodian and technology platform built for independent RIAs and wealth managers, positioning itself as a modern, lower‑cost alternative to legacy custodians. It combines custody and brokerage with integrated advisor tools — digital account opening, trading and rebalancing, billing, reporting, and APIs/integrations — so advisors can streamline operations and focus on client advice. Altruist emphasizes simple pricing, developer‑friendly integrations, and client‑facing workflows to reduce administrative friction and speed onboarding.
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