Altruist
Altruist is a modern, vertically integrated RIA custodian and technology platform for independent financial advisors. It combines self-clearing custody infrastructure with software for digital account opening, fractional model-based trading, rebalancing, tax management, fee billing, and performance reporting in a single workspace. Altruist runs a developer program with an OAuth 2.0 Open API (accounts, households, positions, transactions, cost basis), a Realtime API (account onboarding, funding, transfers, contacts, bank-link, time-weighted return), and custodial flat-file (SFTP) data feeds, so advisor tools and fintech partners such as Orion, Tamarac, Black Diamond, and Advyzon can integrate directly with the custodian. Backed by ICONIQ Capital and Insight Partners.
Altruist publishes 37 API contracts indexed on the APIs.io network, including ACAT Transfers API, Account API, Account Balance API, and 34 more. Tagged areas include Company, Fintech, Custody, Wealth Management, and Financial Advisors.
Altruist’s developer surface includes documentation, API reference, getting-started guide, authentication, changelog, sandbox, support, and 23 more developer resources.
Kin Score
Markets this provider is in provisional
The Kin Score Market layer reads a provider inside its market: its position, and how deep its integrations go. Depth is only comparable within a position. Provisional and unweighted: not part of the Kin Score or agent readiness.
| Market | Position | Depth | Registered MCP server | Declares compatibility |
|---|---|---|---|---|
| Asset and Wealth Management | regulated | 19.2 (thin) | - | - |
Registered MCP server and declares compatibility are report only — not weighted. Undeclared means we found nothing we can read, so there is no number: we never infer integrations.
APIs 37
Individual APIs this provider publishes, each with its own machine-readable definition.
Altruist Open API
OAuth 2.0 authorization-code API giving partners full access to Altruist custody data — accounts, households, positions, transactions, and cost basis — for advisor tools, report...
Altruist Realtime API
OAuth 2.0 password-grant API for account onboarding, funding, transfers, contacts, households, bank-link, user management, and time-weighted return performance reporting.
Altruist ACAT Transfers API
ACAT transfer operations for managed brokerage accounts
Altruist Account API
Account management
Altruist Account Balance API
Account data and operations
Altruist Account Draft Bundles API
Multi-account draft bundle management
Altruist Account Group API
Account Group Management
Altruist Account Portfolios API
Account portfolio management
Altruist Accounts API
The accounts API from Altruist — 2 operation(s) for accounts.
Altruist Bank Links API
Bank link operations for full brokerage accounts
Altruist Cash Set Aside API
Cash set aside (liquidation) operations for brokerage accounts
Altruist Cash Settings API
Cash management settings for brokerage accounts
Altruist Cash Transfers API
Cash transfer operations between funding and brokerage accounts
Altruist Client Agreement API
Client Agreement management for account drafts
Altruist Contribution Limits API
IRA contribution limit operations
Altruist Cost Basis API
The cost-basis API from Altruist — 2 operation(s) for cost-basis.
Altruist Data Feed API
The data-feed API from Altruist — 2 operation(s) for data-feed.
Altruist Draft Beneficiaries API
Beneficiary management for account drafts within bundles
Altruist Funding Accounts API
Funding accounts from voided checks used for transfers
Altruist Funding Eligible Accounts API
Brokerage accounts eligible to receive ACH funding
Altruist Historical Data Feed API
The historical-data-feed API from Altruist — 1 operation(s) for historical-data-feed.
Altruist Household Accounts API
Accounts assigned to a household
Altruist Household API
Household management
Altruist Household Contact API
Household contact management
Altruist Households API
The households API from Altruist — 2 operation(s) for households.
Altruist Performance Analytics API
Time weighted returns and performance analytics
Altruist Plaid API
Plaid bank linking operations
Altruist Point of Contact API
Firm-level points of contact for an organization
Altruist Portfolios API
Portfolio management
Altruist Positions API
The positions API from Altruist — 2 operation(s) for positions.
Altruist Scheduled Transfers API
Recurring ACH transfer scheduling for brokerage accounts
Altruist Transactions API
The transactions API from Altruist — 1 operation(s) for transactions.
Altruist Transfers API
Transfer management for account drafts
Altruist Trusted Contact API
Trusted contact management
Altruist User API
User creation for records referenced by account drafts (e.g. minors, employers)
Altruist User Invitation API
Account opening and management
Altruist User Profile API
User profile management
Scroll for all 37
Pricing Plans 2
Published pricing tiers and plan structures.
FinOps 1
Cost, billing, and metering signals for API financial operations.
Altruist Finops
FINOPSSecurity Posture 3
Authentication, domain security, vulnerability disclosure, and trust-center signals.
Scopes 1
OAuth scopes governing access to this provider's APIs.
Resources
Get Started 4
Portal, sign-up, and the first successful call
Documentation 2
Reference material describing how the API behaves
Agent Surfaces 3
MCP servers, agent skills, and machine-readable catalogs
Design & Contract 4
Pagination, idempotency, versioning, errors, and events
Access & Security 6
Authentication, authorization, and security posture
Operate 4
Status, limits, changes, and where to get help
Commercial 4
Pricing, plans, and the legal terms of use
Company 3
The organization behind the API
Source (apis.yml)
Altruist API — frequently asked questions
Does Altruist have an API?
Yes. APIs.io lists 37 APIs from Altruist, including Altruist Open API, Altruist Realtime API and Altruist ACAT Transfers API, and 34 more.
Is there an OpenAPI specification for the Altruist API?
Yes. APIs.io indexes 35 OpenAPI specifications for Altruist, each linked for download from this page.
How do I authenticate with the Altruist API?
Altruist uses bearer-token authentication (oauth2/openIdConnect · 2 schemes). The details are profiled on APIs.io as Altruist Authentication.
How much does the Altruist API cost?
APIs.io lists 4 pricing plans for Altruist, with each plan's price, limits and inclusions under Pricing Plans on this page.
Is the Altruist API ready for AI agents?
Altruist has a Kin Score of 64.1 out of 100 (strong) and an Agent Readiness score of 26.9 (agent-aware), scored by API Evangelist on 2026-10-31.
Work with this as data
Every provider here is available over the APIs.io API and to AI agents over MCP.