Altruist website screenshot

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 2 APIs on the APIs.io network. 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 21 more developer resources.

🌐 Visit website 📡 Source on GitHub
38.6/100 thin ▬ flat Agent 5/100 agent aware saas Full breakdown ↓
scored 2026-08-30 · rubric v0.17.2
AccessSelf serve
2 APIs 1 MCP Servers
CompanyFintechCustodyWealth ManagementFinancial AdvisorsRIAInvestingAuthentication

Kin Score

Kin Score Kin Score How this is scored →
scored 2026-08-30 · rubric v0.17.2
Composite quality — 38.6/100 · thin
Contract Quality 0.0 / 25
Developer Ergonomics 12.9 / 20
Access Clarity 9.5 / 20
Operational Transparency 6.5 / 13
Contract Governance 2.2 / 12
Discoverability 7.6 / 10
Agent readiness — 5/100 · agent aware
Machine-Readable Contract 0 / 18
Agentic Access Contract 0 / 10
Documented Reversibility 0 / 6
MCP Server 0 / 12
Machine-Readable Auth 10 / 10
Idempotency 0 / 9
Stable Error Semantics 8 / 8
Request/Response Examples 0 / 7
Rate-Limit Signaling 0 / 7
Typed Event Surface 0 / 6
Agent Skills 0 / 5
Well-Known Catalog 0 / 4
Consent & Bot Identity 0 / 3
A2A Agent Card 0 / 8
Dry-Run / Simulate Mode 0 / 4
Delegated User Identity 0 / 6
Protected Resource Metadata 0 / 5
Registration Without a Human 0 / 6
Agentic Commerce Surface 0 / 5
Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/altruist: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

APIs 2

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.

MCP Servers 1

Model Context Protocol servers that expose these APIs to AI agents.

Altruist MCP Server

MCP SERVER

Security Posture 3

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Altruist Authentication

oauth2/openIdConnect · 2 schemes

SECURITY

Altruist Domain Security

TLSv1.3 · DMARC

SECURITY

Altruist Trust Center

SOC 2

SECURITY

Scopes 1

OAuth scopes governing access to this provider's APIs.

Altruist Scopes

1 scope · authorizationCode

1 scopes

SCOPES

Resources

Get Started 4

Portal, sign-up, and the first successful call

DeveloperPortal
DeveloperPortal
 GettingStarted
GettingStarted
 Sandbox
Sandbox
 SignUp
SignUp

Documentation 2

Reference material describing how the API behaves

Documentation
Documentation
 APIReference
APIReference

Agent Surfaces 3

MCP servers, agent skills, and machine-readable catalogs

WellKnown
WellKnown
 MCPServer
MCPServer
 LLMsTxt
LLMsTxt

Design & Contract 4

Pagination, idempotency, versioning, errors, and events

ErrorCatalog
ErrorCatalog
 Lifecycle
Lifecycle
 Conventions
Conventions
 Conformance
Conformance

Access & Security 6

Authentication, authorization, and security posture

Authentication
Authentication
 OAuthScopes
OAuthScopes
 Compliance
Compliance
 TrustCenter
TrustCenter
 DomainSecurity
DomainSecurity
 Security
Security

Operate 4

Status, limits, changes, and where to get help

StatusPage
StatusPage
 Deprecation
Deprecation
 ChangeLog
ChangeLog
 Support
Support

Commercial 3

Pricing, plans, and the legal terms of use

Pricing
Pricing
 TermsOfService
TermsOfService
 PrivacyPolicy
PrivacyPolicy

Company 2

The organization behind the API

Website
Website
 Blog
Blog

Source (apis.yml)

apis.yml Raw ↑ 
aid: altruist
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: false
  label: Hosted service · you call their endpoint
  confidence: medium
  source:
  - pricing
  generated: '2026-08-28'
  method: derived
accessModel:
  pricing: unknown
  onboarding: self-serve
  trial: false
  try_now: false
  public: false
  label: Self-serve signup
  confidence: medium
  source:
  - authentication
  generated: '2026-07-22'
  method: derived
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/altruist.png
name: Altruist
description: 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.
url: https://raw.githubusercontent.com/api-evangelist/altruist/refs/heads/main/apis.yml
x-type: company
x-source: vc-portfolio
x-backed-by:
- iconiq-capital
- insight-partners
x-tier: enriched
x-tier-reason: developer-program-found
specificationVersion: '0.23'
created: '2026-07-17'
modified: '2026-07-17'
tags:
- Company
- Fintech
- Custody
- Wealth Management
- Financial Advisors
- RIA
- Investing
- Authentication
tags_raw:
- Company
- Fintech
- Custody
- Wealth Management
- Financial Advisors
- RIA
- Investing
- OAuth
apis:
- name: Altruist Open API
  description: OAuth 2.0 authorization-code API giving partners full access to Altruist custody data — accounts, households,
    positions, transactions, and cost basis — for advisor tools, reporting, and reconciliation.
  humanURL: https://developer.altruist.com/docs/altruist-open-api
  baseURL: https://openapi.altruist.com/altruist-open-api/
  properties:
  - type: Documentation
    url: https://developer.altruist.com/docs/altruist-open-api
  - type: Authentication
    url: https://developer.altruist.com/docs/open-api-authentication
- name: Altruist Realtime API
  description: OAuth 2.0 password-grant API for account onboarding, funding, transfers, contacts, households, bank-link, user
    management, and time-weighted return performance reporting.
  humanURL: https://developer.altruist.com/docs/altruist-realtime-apis
  baseURL: https://integrations.altruist.com/api/
  properties:
  - type: Documentation
    url: https://developer.altruist.com/docs/altruist-realtime-apis
  - type: Authentication
    url: https://developer.altruist.com/docs/authentication-1
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: Website
  url: https://altruist.com/
- type: DeveloperPortal
  url: https://developer.altruist.com/
- type: Documentation
  url: https://developer.altruist.com/docs/overview
- type: APIReference
  url: https://developer.altruist.com/reference
- type: GettingStarted
  url: https://developer.altruist.com/docs/getting-started-with-open-api
- type: Authentication
  url: authentication/altruist-authentication.yml
- type: OAuthScopes
  url: scopes/altruist-scopes.yml
- type: ErrorCatalog
  url: errors/altruist-error-codes.yml
- type: Lifecycle
  url: lifecycle/altruist-lifecycle.yml
- type: StatusPage
  url: https://status.altruist.com/
- type: Deprecation
  url: https://developer.altruist.com/docs/deprecation-policy
- type: Conventions
  url: conventions/altruist-conventions.yml
- type: Conformance
  url: conformance/altruist-conformance.yml
- type: Compliance
  url: https://trust.altruist.com/
- type: TrustCenter
  url: security/altruist-trust-center.yml
- type: DomainSecurity
  url: security/altruist-domain-security.yml
- type: Security
  url: https://altruist.com/legal/security/
- type: ChangeLog
  url: changelog/altruist-changelog.yml
- type: Sandbox
  url: sandbox/altruist-sandbox.yml
- type: WellKnown
  url: well-known/altruist-well-known.yml
- type: MCPServer
  url: mcp/altruist-mcp.yml
- type: LLMsTxt
  url: llms/altruist-llms.txt
- type: Support
  url: https://developer.altruist.com/docs/support-policy
- type: Blog
  url: https://altruist.com/engineering-blog/
- type: Pricing
  url: https://hazel.ai/pricing
- type: SignUp
  url: https://app.altruist.com/login
- type: TermsOfService
  url: https://altruist.com/terms/
- type: PrivacyPolicy
  url: https://altruist.com/legal/privacy-policy/
- type: Integrations
  url: https://altruist.com/integrations/
x-enrichment:
  date: '2026-07-19'
  status: backfilled
  pass: local-v1
  note: backfilled from .gitignore signal + verified work evidence

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